2 / 5 Stars
2 2 2 3 4
Zacks Investment Research
Standard & Poor's
3 / 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 1.52 percent over the past year, 8.44 percent over the past three years, and 21.14 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||4.1%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||21.1%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund normally invests at least 80% of its net assets in equity securities of companies primarily engaged in the real estate industry. It may invest up to 20% of its net assets in foreign securities although the fund invests primarily in domestic securities. The fund may invest in dollar-denominated securities of foreign companies that trade on U.S. exchanges, or in the over-the-counter market as an alternative to holding foreign stocks directly. 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 1.29 percent.
Risk is Low compared to funds in the same category according to Morningstar.