Heitman REIT Fund

Scorecard
2 / 5 Stars
Lipper
2 2 2 2 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
E+ (Sell)

#50 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.

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Performance

The fund has returned 5.54 percent over the past year, 8.69 percent over the past three years, 26.93 percent over the past five years, and 7.25 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 8.8%
1 Year 5.5%
3 Years (Annualized) 8.7%
5 Years (Annualized) 26.9%
10 Years (Annualized) 7.3%

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Summary

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. It has adopted a policy to invest, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in REITs.

Fees

Fees are Above Average compared to funds in the same category.
Heitman REIT Fund has an expense ratio of 1.50 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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