| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
1
3
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
U.S. News evaluated 55 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 23.71 percent over the past year, 14.40 percent over the past three years, and 1.93 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.6% |
| 1 Year | 23.7% |
| 3 Years (Annualized) | 14.4% |
| 5 Years (Annualized) | 1.9% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation; income is a secondary consideration. The fund invests 80% of 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 real estate investment trusts (REITs) and similar REIT-like entities. It invests up to 20% of assets in U.S. REIT securities. The fund is non-diversified.
Fees
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
Risk is Average compared to funds in the same category according to Morningstar.
