3 / 5 Stars
Zacks Investment Research
Standard & Poor's
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.
The fund has returned 14.42 percent over the past year, 8.52 percent over the past three years, and 15.33 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||11.5%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||N/A|
The investment seeks high total return consisting of capital appreciation and current income. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of equity securities of companies that are principally engaged in the real estate industry. It may invest in companies located in countries with emerging securities markets. The Portfolio may invest in other investment companies, including exchange-traded funds and may also invest in convertible securities, initial public offerings, and Rule 144A securities.
Fees are Above Average compared to funds in the same category.
VY Clarion Global Real Estate Portfolio has an expense ratio of 1.49 percent.
Risk is Average compared to funds in the same category according to Morningstar.