| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
4
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#8 in Global Real Estate
U.S. News evaluated 56 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 21.64 percent over the past year, and 14.09 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 2.5% |
| 1 Year | 21.6% |
| 3 Years (Annualized) | 14.1% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are High compared to funds in the same category.
Northern Multi-Manager Global Real Estate Fund has an expense ratio of 1.27 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
