3 / 5 Stars
3 4 2 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 72 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 5.29 percent over the past year, 9.09 percent over the past three years, 28.17 percent over the past five years, and 6.93 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.4%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||28.2%|
|10 Years (Annualized)||6.9%|
The investment seeks high total investment return through a combination of capital appreciation and current income. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities issued by real estate investment trusts and companies engaged in the real estate industry. The portfolio managers look for real estate securities he believes will provide superior returns to the fund, focusing on companies with the potential for stock price appreciation, plus sustainable growth of cash flow to investors. The fund is non-diversified.
Fees are High compared to funds in the same category.
American Century Investments Real Estate Fund has an expense ratio of 2.14 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.