3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 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 2.98 percent over the past year, and 6.22 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.8%|
|3 Years (Annualized)||6.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 real estate equity securities of U.S. and foreign 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 are High compared to funds in the same category.
Touchstone Global Real Estate Fund has an expense ratio of 2.14 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.