| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
3
3
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#37 in Global Real Estate
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.
Performance
The fund has returned 24.58 percent over the past year, 12.04 percent over the past three years, 4.02 percent over the past five years, and 11.50 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.2% |
| 1 Year | 24.6% |
| 3 Years (Annualized) | 12.0% |
| 5 Years (Annualized) | 4.0% |
| 10 Years (Annualized) | 11.5% |
Summary
The investment seeks current income and long-term capital growth. The fund normally invests at least 80% of the value of its net assets plus borrowings in real estate securities. It seeks to achieve its objective by concentrating its investments in equity securities of real estate companies economically tied to a number of countries around the world, including the U.S., in a globally diversified manner. The fund invests principally in securities of companies, known as real estate investment trusts and other REIT-like entities that own interests in real estate or real estate-related loans.
Fees
Fees are Above Average compared to funds in the same category.
Russell Global Real Estate Securities Fund has an expense ratio of 1.35 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
