4 / 5 Stars
5 5 2 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#2 in Real Estate
U.S. News evaluated 75 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 20.35 percent over the past year, 18.52 percent over the past three years, 5.77 percent over the past five years, and 11.01 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||8.1%|
|3 Years (Annualized)||18.5%|
|5 Years (Annualized)||5.8%|
|10 Years (Annualized)||11.0%|
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 are High compared to funds in the same category.
ASTON/Harrison Street Real Estate Fund has an expense ratio of 1.37 percent.
Risk is Average compared to funds in the same category according to Morningstar.