PACE Global Real Estate Securities Investments

Scorecard
3 / 5 Stars
Lipper
3 3 2 4 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

U.S. News evaluated 57 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 5.78 percent over the past year, 7.93 percent over the past three years, and 21.81 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 4.2%
1 Year 5.8%
3 Years (Annualized) 7.9%
5 Years (Annualized) 21.8%
10 Years (Annualized) N/A

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Summary

The investment seeks total return. The fund primarily invests in real estate investment trusts ("REITs") and other real-estate related securities. It invests at least 80% of net assets in securities of companies in the real estate industry. The fund normally invests in the securities of issuers located in a number of different countries throughout the world. It may maintain exposure to real estate related securities of issuers in the United States and in at least three countries outside the United States. The fund may engage in "short-selling." It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
PACE Global Real Estate Securities Investments has an expense ratio of 1.20 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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