2 / 5 Stars
2 2 2 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#42 in Real Estate
U.S. News evaluated 73 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 16.38 percent over the past year, 16.23 percent over the past three years, 4.42 percent over the past five years, and 8.57 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||14.2%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||4.4%|
|10 Years (Annualized)||8.6%|
The investment seeks to maximize total return. The fund normally invests at least 80% of net assets in equity securities of companies operating in the real estate industry, including: companies qualifying under federal tax law as real estate investment trusts (REITs); and companies that derive at least half of their assets or revenues from the ownership, construction, management, development or sale of residential or commercial real estate (such as real estate operating or service companies, homebuilders, lodging providers, and developers). It expects to be invested predominantly in equity securities, primarily common stocks. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Franklin Real Estate Securities Fund has an expense ratio of 1.14 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.