| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
2
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#2 in Real Estate
U.S. News evaluated 75 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.14 percent over the past year, 16.91 percent over the past three years, 6.37 percent over the past five years, and 11.26 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 7.9% |
| 1 Year | 16.1% |
| 3 Years (Annualized) | 16.9% |
| 5 Years (Annualized) | 6.4% |
| 10 Years (Annualized) | 11.3% |
Summary
The investment seeks total return. The fund has a fundamental policy to concentrate its investments in real estate-related investments. It normally invests directly and indirectly (e.g., through underlying funds or derivatives) at least 80% of its assets in real estate investment trusts ("REITs") and other real estate-related investments (see "Name Policies"). The fund may invest in U.S. Treasury fund and unaffiliated money market funds. It is non-diversified.
Fees
Fees are Average compared to funds in the same category.
GMO Real Estate Fund has an expense ratio of 0.48 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
