1 / 5 Stars
3 2 3 3 4
Zacks Investment Research
Standard & Poor's
3 / 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 13.49 percent over the past year, 10.49 percent over the past three years, and 22.08 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||17.8%|
|3 Years (Annualized)||10.5%|
|5 Years (Annualized)||22.1%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund seeks total return through a combination of capital appreciation and current income. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies primarily engaged in the real estate industry (the "80% Policy"). Although it invests primarily in domestic securities, the fund may invest up to 20% of its net assets in foreign securities. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Eaton Vance Real Estate Fund has an expense ratio of 1.25 percent.
Risk is Low compared to funds in the same category according to Morningstar.