| Scorecard |
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3 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 55 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 25.51 percent over the past year, 14.20 percent over the past three years, and 2.28 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.4% |
| 1 Year | 25.5% |
| 3 Years (Annualized) | 14.2% |
| 5 Years (Annualized) | 2.3% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks current income and, secondarily, capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in the securities of issuers principally engaged in the real estate industry and other real estate-related investments. It will invest in both equity and debt securities. The fund may invest up to 30% of its net assets in non-investment grade securities including non-investment grade preferred stocks and convertible preferred securities and non-investment grade debt securities (commonly known as "junk bonds").
