| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
3
5
2
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#36 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.
Performance
The fund has returned 18.31 percent over the past year, and 16.12 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 4.0% |
| 1 Year | 18.3% |
| 3 Years (Annualized) | 16.1% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Virtus Global Real Estate Securities Fund has an expense ratio of 1.40 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
