Virtus Global Real Estate Securities Fund

5 / 5 Stars
4 3 3 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
D+ (Sell)

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.

See all Virtus funds

See full Global Real Estate rankings

See more fund rankings


The fund has returned 15.51 percent over the past year, 8.91 percent over the past three years, and 19.36 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 16.2%
1 Year 15.5%
3 Years (Annualized) 8.9%
5 Years (Annualized) 19.4%
10 Years (Annualized) N/A

See more VGSCX performance


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 High compared to funds in the same category.
Virtus Global Real Estate Securities Fund has an expense ratio of 2.15 percent.

See more VGSCX fees


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

See more VGSCX risk