4 / 5 Stars
4 4 2 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#16 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.
The fund has returned 5.37 percent over the past year, 9.34 percent over the past three years, 27.85 percent over the past five years, and 9.42 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||9.7%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||27.9%|
|10 Years (Annualized)||9.4%|
The investment seeks total return through investment in real estate securities. The fund invests at least 80%, and normally substantially all, of its total assets in common stocks and other equity securities issued by real estate companies. It may invest up to 20% of its total assets in securities of foreign issuers (including emerging market issuers) which meet the same criteria for investment as domestic companies, including investments in such companies in the form of American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs) and European Depositary Receipts (EDRs). The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Cohen & Steers Institutional Realty Shares has an expense ratio of 0.75 percent.
Risk is Average compared to funds in the same category according to Morningstar.