| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
3
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#21 in Real Estate
U.S. News evaluated 73 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.44 percent over the past year, 15.17 percent over the past three years, 7.84 percent over the past five years, and 11.11 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 15.2% |
| 1 Year | 18.4% |
| 3 Years (Annualized) | 15.2% |
| 5 Years (Annualized) | 7.8% |
| 10 Years (Annualized) | 11.1% |
Summary
The investment seeks total return through investment in real estate securities. The fund invests at least 80% of its total assets in income-producing common stocks and other equity securities issued by real estate companies, such as real estate investment trusts (REITs). It may also invest up to 20% of its total assets in debt securities, including high yield debt securities, issued or guaranteed by real estate and other companies. The fund may invest up to 20% of its total assets in securities of foreign issuers. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Cohen & Steers Realty Income Fund has an expense ratio of 1.25 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
