2 / 5 Stars
3 4 1 1 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#35 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 2.28 percent over the past year, 8.79 percent over the past three years, and 21.43 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||3.0%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||21.4%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return from capital appreciation and dividends. The fund invests primarily in income-producing equity securities of U.S. real estate companies. It normally invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in equity securities of companies principally engaged in the U.S. real estate industry. The fund defines a company as principally engaged in the U.S. real estate industry if at least 50% of the company's revenues or 50% of the market value of the company's assets are related to the ownership, construction, management or sale of U.S. real estate. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Dunham Real Estate Stock Fund has an expense ratio of 1.55 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.