2 / 5 Stars
1 2 2 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 15.36 percent over the past year, 15.69 percent over the past three years, 4.24 percent over the past five years, and 10.96 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.4%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||4.2%|
|10 Years (Annualized)||11.0%|
The investment seeks total return comprised of long-term growth of capital and dividend income. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("Net Assets") in a portfolio of equity investments in issuers that are primarily engaged in or related to the real estate industry ("real estate industry companies"). It may also invest up to 20% of its total assets in fixed income investments, such as government, corporate and bank debt obligations. The fund is non-diversified.
Fees are High compared to funds in the same category.
Goldman Sachs Real Estate Securities Fund has an expense ratio of 2.19 percent.
Risk is Average compared to funds in the same category according to Morningstar.