3 / 5 Stars
3 2 2 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
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 7.22 percent over the past year, 7.29 percent over the past three years, and 13.08 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||3.4%|
|3 Years (Annualized)||7.3%|
|5 Years (Annualized)||13.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation; income is a secondary consideration. The fund invests at least 80% of its assets in equity securities issued by 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. It may, at times, invest up to 20% of its assets in U.S. REIT securities. The fund is non-diversified.
Fees are High compared to funds in the same category.
Virtus International Real Estate Securities Fund has an expense ratio of 2.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.