3 / 5 Stars
5 5 2 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#26 in Global Real Estate
U.S. News evaluated 57 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 1.63 percent over the past year, and 8.58 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.8%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return through a combination of current income and capital appreciation. The Portfolio's strategy is to invest exclusively (other than cash and cash equivalents) in publicly-traded real estate investment trusts, including REIT preferred stock, and other publicly-traded real estate securities that are included in the FTSE EPRA/NAREIT Developed Real Estate Index (the "index"). The index may include securities of any issuer that derived in the previous full fiscal year at least 75% of its total earnings before interest, depreciation and amortization ("EBIDA") from the ownership, trading and development of income-producing real estate.
Fees are High compared to funds in the same category.
James Alpha Global Real Estate Investments Portfolio has an expense ratio of 2.75 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.