Virtus Global Real Estate Securities Fund

Scorecard
5 / 5 Stars
Lipper
5 5 3 2 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
D (Sell)

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.

See all Virtus funds

See full Global Real Estate rankings

See more fund rankings

Performance

The fund has returned 7.42 percent over the past year, and 8.76 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 8.3%
1 Year 7.4%
3 Years (Annualized) 8.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more VGISX performance

Summary

The investment seeks long-term capital appreciation, with a secondary investment objective of income. The fund provides global exposure to the real estate securities market, focusing exclusively on companies with a rental business profile. It invests at least 80% of its assets in equity securities issued by U.S. and non-U.S. companies of any capitalization that are principally engaged in the real estate industry, including common stock, preferred stock and other equity securities issued by real estate companies, such as REITs and similar REIT-like entities.

Fees

Fees are Above Average compared to funds in the same category.
Virtus Global Real Estate Securities Fund has an expense ratio of 1.15 percent.

See more VGISX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more VGISX risk