4 / 5 Stars
5 4 3 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#1 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 21.31 percent over the past year, 13.66 percent over the past three years, 17.59 percent over the past five years, and 8.49 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.5%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||17.6%|
|10 Years (Annualized)||8.5%|
The investment seeks long-term capital appreciation. The fund seeks to achieve its objective primarily by investing in equity securities, including common stocks and convertible securities, of well-financed real estate and real estate-related companies, or in companies which own significant real estate assets or derive a significant portion of gross revenues or net profits from real estate-related companies at the time of investment. It invests at least 80% of its net assets in securities of real estate companies. The fund may invest in companies of any market capitalization. It also invests in both domestic and foreign securities. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Third Avenue Real Estate Value Fund has an expense ratio of 1.08 percent.
Risk is Low compared to funds in the same category according to Morningstar.