3 / 5 Stars
2 2 2 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#24 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 -1.71 percent over the past year, 5.69 percent over the past three years, and 17.41 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.4%|
|3 Years (Annualized)||5.7%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term capital appreciation and current income. The fund invests at least 80% of its net assets in equity securities of real estate companies and real estate related companies. It will invest in equity-related securities of real estate companies on a global basis. The fund will invest greater than 25% of its assets in equity-related securities of real estate companies in the U.S. It utilizes a "multi-manager" approach whereby the fund's assets are allocated to one or more sub-advisers, in percentages determined at the discretion of the Investment Advisers.
Fees are Above Average compared to funds in the same category.
Northern Multi-Manager Global Real Estate Fund has an expense ratio of 1.16 percent.
Risk is Average compared to funds in the same category according to Morningstar.