2 / 5 Stars
3 2 3 1 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 10.87 percent over the past year, 10.74 percent over the past three years, 21.76 percent over the past five years, and 4.14 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||16.3%|
|3 Years (Annualized)||10.7%|
|5 Years (Annualized)||21.8%|
|10 Years (Annualized)||4.1%|
The investment seeks total return through a combination of high current income relative to equity investment alternatives, plus long-term growth of capital. The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in securities of issuers engaged primarily in the real estate industry such as real estate investment trusts ("REITs"), master limited partnerships and other real estate firms. It may invest in both U.S. and non-U.S. real estate securities as well as companies located in emerging and frontier market countries. The fund is non-diversified.
Fees are High compared to funds in the same category.
Forward Real Estate Long/Short Fund has an expense ratio of 2.38 percent.
Risk is Average compared to funds in the same category according to Morningstar.