4 / 5 Stars
5 4 5 5 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#5 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.
The fund has returned 20.49 percent over the past year, and 15.56 percent over the past three years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||2.1%|
|3 Years (Annualized)||15.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term growth through a combination of capital appreciation and current income. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the equity securities of real estate companies throughout the world, including the U.S. It will invest in at least five countries and at least 40% of its net assets will be in real estate companies outside the U.S. (at least 30% of net assets will be in real estate companies outside the U.S. if foreign market conditions are not favorable). The fund is non-diversified.
Fees are High compared to funds in the same category.
T. Rowe Price Global Real Estate Fund has an expense ratio of 1.15 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.