ASTON/Harrison Street Real Estate Fund

Scorecard
3 / 5 Stars
Lipper
3 2 2 2 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D- (Sell)

#32 in Real Estate

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.

See all Aston funds

See full Real Estate rankings

See more fund rankings

Performance

The fund has returned 8.68 percent over the past year, 10.04 percent over the past three years, 22.83 percent over the past five years, and 8.68 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 12.4%
1 Year 8.7%
3 Years (Annualized) 10.0%
5 Years (Annualized) 22.8%
10 Years (Annualized) 8.7%

See more ARFCX performance

Summary

The investment seeks total return. Under normal conditions, the fund invests at least 80% of its assets in real estate investment trusts ("REITs") and common stocks and other equity securities of U.S. and foreign companies principally engaged in the real estate sector. It emphasizes publicly traded real estate-related securities of companies domiciled in the United States and Canada. The fund does not invest in real estate directly. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
ASTON/Harrison Street Real Estate Fund has an expense ratio of 1.37 percent.

See more ARFCX fees

Risk

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

See more ARFCX risk