2 / 5 Stars
1 1 2 1 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#44 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 8.91 percent over the past year, 6.59 percent over the past three years, 18.92 percent over the past five years, and 3.80 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.9%|
|3 Years (Annualized)||6.6%|
|5 Years (Annualized)||18.9%|
|10 Years (Annualized)||3.8%|
The investment seeks long-term capital appreciation and current income. Under normal market conditions, the Real Estate Securities Fund invests at least 80% of its net assets in real estate securities. Investments made by the Real Estate Securities Fund are in issuers in real estate and related industries (i.e., those issuers whose fortunes are impacted by the real estate market). The fund invests primarily in equity securities (including common stock and preferred stock and securities convertible into common stock) as well as in the debt securities of companies in real estate industries.
Fees are High compared to funds in the same category.
Commonwealth Real Estate Securities Fund has an expense ratio of 3.33 percent.
Risk is Low compared to funds in the same category according to Morningstar.