4 / 5 Stars
4 4 2 5 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 55 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 24.05 percent over the past year, 14.40 percent over the past three years, 3.51 percent over the past five years, and 12.45 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.8%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||3.5%|
|10 Years (Annualized)||12.4%|
The investment seeks capital appreciation and income. The fund normally invests at least 80% of its investable assets (net assets plus any borrowings made for investment purposes) in equity-related securities of real estate companies, principally real estate investment trust (REITs), and other real estate securities. It invests at least 40% of its total assets in foreign securities. The fund may invest more than 5% of its total assets in any one issuer. It is non-diversified.
Fees are High compared to funds in the same category.
Prudential Global Real Estate has an expense ratio of 1.97 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.