| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
4
2
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#16 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 25.84 percent over the past year, and 15.28 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.5% |
| 1 Year | 25.8% |
| 3 Years (Annualized) | 15.3% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in common stocks and other equity securities of U.S. and foreign real estate companies without regard to market capitalization. It will invest significantly (generally 40% or more of the fund's assets) in real estate equity securities of companies domiciled outside the U.S. or with a majority of their assets or real estate activities outside the U.S. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Touchstone Global Real Estate Fund has an expense ratio of 1.39 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
