Great-West Real Estate Index Fund

Class Other (MXREX)

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.

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Performance

The fund has returned 12.40 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 17.7%
1 Year 12.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks investment results, before fees and expenses, that track the total return of a benchmark index that measures the performance of publicly traded equity real estate investment trusts ("REITs"). Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities included in the Dow Jones U.S. Select REIT IndexSM. The benchmark index is a market capitalization-weighted index of publicly traded equity REITs. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Great-West Real Estate Index Fund has an expense ratio of 0.70 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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