Eaton Vance Real Estate Fund

Scorecard
1 / 5 Stars
Lipper
3 2 3 3 4
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

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.

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Performance

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%
1 Year 13.5%
3 Years (Annualized) 10.5%
5 Years (Annualized) 22.1%
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
Eaton Vance Real Estate Fund has an expense ratio of 1.25 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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