2 / 5 Stars
2 2 3 2 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#54 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 15.23 percent over the past year, 15.90 percent over the past three years, 4.86 percent over the past five years, and 11.09 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.1%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||4.9%|
|10 Years (Annualized)||11.1%|
The investment seeks to provide investors with a high total return consistent with reasonable risk. The fund predominantly invests in equity securities of companies principally engaged in the real estate industry, including real estate investment trusts ("REITs") or investments with economic characteristics similar to REITs. The equity securities in which the fund may invest include common and preferred stocks.
Fees are Above Average compared to funds in the same category.
Heitman REIT Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.