4 / 5 Stars
5 5 3 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#5 in Global Real Estate
U.S. News evaluated 58 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 5.50 percent over the past year, 8.76 percent over the past three years, and 24.06 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||8.5%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||24.1%|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Virtus Global Real Estate Securities Fund has an expense ratio of 1.40 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.