3 / 5 Stars
5 5 1 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#5 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 10.59 percent over the past year, 12.32 percent over the past three years, 14.85 percent over the past five years, and 9.83 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||7.4%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||14.9%|
|10 Years (Annualized)||9.8%|
The investment seeks high total return. The Manager seeks to achieve the fund's investment objective by investing the fund's portfolio primarily in equity securities that the Manager believes will provide a higher return than the MSCI U.S. REIT Index. Under normal circumstances, the fund 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. It is non-diversified.
Fees are Average compared to funds in the same category.
GMO Real Estate Fund has an expense ratio of 0.48 percent.
Risk is Average compared to funds in the same category according to Morningstar.