| Scorecard |
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4 / 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 17.28 percent over the past year, 12.88 percent over the past three years, 5.97 percent over the past five years, and 11.00 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.4% |
| 1 Year | 17.3% |
| 3 Years (Annualized) | 12.9% |
| 5 Years (Annualized) | 6.0% |
| 10 Years (Annualized) | 11.0% |
Summary
The investment seeks current income and, secondarily, capital appreciation. The fund invests at least 80% of its assets 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. A majority of the REITs in which the fund invests are generally considered by the Adviser to be small- and mid-cap companies. 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.
