3 / 5 Stars
2 2 2 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#22 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 0.75 percent over the past year, 6.82 percent over the past three years, and 20.74 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.0%|
|3 Years (Annualized)||6.8%|
|5 Years (Annualized)||20.7%|
|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.