3 / 5 Stars
2 2 2 3 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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.
The fund has returned 2.87 percent over the past year, 5.74 percent over the past three years, 23.43 percent over the past five years, and 6.53 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.5%|
|3 Years (Annualized)||5.7%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||6.5%|
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 are High compared to funds in the same category.
Russell Global Real Estate Securities Fund has an expense ratio of 2.10 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.