2 / 5 Stars
2 3 1 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 58 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 -3.53 percent over the past year, 4.01 percent over the past three years, and 14.76 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.4%|
|3 Years (Annualized)||4.0%|
|5 Years (Annualized)||14.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests at least 80% of the value of its assets in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations, and other real estate companies. It will invest primarily in foreign companies of various sizes, including foreign subsidiaries of U.S. companies. No more than 20% of the assets will be invested in debt securities denominated in a currency other than the U.S. dollar or issued by a foreign government or international organization. The fund's assets may be invested in issuers in emerging markets. It is non-diversified.
Fees are Average compared to funds in the same category.
JPMorgan International Realty Fund has an expense ratio of 0.95 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.