3 / 5 Stars
2 2 1 5 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
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 0.18 percent over the past year, 7.81 percent over the past three years, 20.69 percent over the past five years, and 7.51 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||4.4%|
|3 Years (Annualized)||7.8%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||7.5%|
The investment seeks long-term capital appreciation and current income. The fund will invest at least 80% of its net assets, plus the amount of any borrowing for investment purposes (calculated at the time of any investment), in equity securities of real estate investment trusts ("REITs") and real estate companies. It may also invest a portion of its assets in other types of securities. These securities may include short-term securities, bonds, notes, securities of companies not principally engaged in the real estate industry, non-leveraged stock index futures contracts and other similar securities. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
DWS RREEF Real Estate Securities Fund has an expense ratio of 1.81 percent.
Risk is Average compared to funds in the same category according to Morningstar.