3 / 5 Stars
2 3 2 5 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#26 in Global Real Estate
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 -2.38 percent over the past year, 5.76 percent over the past three years, and 17.75 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.1%|
|3 Years (Annualized)||5.8%|
|5 Years (Annualized)||17.7%|
|10 Years (Annualized)||N/A|
The investment seeks to provide investment results approximating the overall performance of the securities included in the FTSE® EPRA®/NAREIT® Global Index. The fund invests substantially all (and at least 80%) of its net assets in equity securities included in the FTSE EPRA/NAREIT Global Index ("FTSE EPRA/NAREIT Index"), in weightings that approximate the relative composition of the securities contained in the FTSE EPRA/NAREIT Index. Companies included in the FTSE EPRA/NAREIT Index are engaged principally in real estate activities, including ownership, trading and development of income-producing real estate, and include REITs.
Fees are Below Average compared to funds in the same category.
Northern Global Real Estate Index Fund has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.