3 / 5 Stars
4 4 1 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#22 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 2.64 percent over the past year, 8.85 percent over the past three years, 21.65 percent over the past five years, and 8.91 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||3.8%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||21.7%|
|10 Years (Annualized)||8.9%|
The investment seeks total return consisting of long-term capital appreciation and current income. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in common and preferred stocks of U.S. real estate investment trusts ("REITs") and real estate companies. The Sub-Adviser may invest in companies with any market capitalization. However, the Sub-Adviser will generally not invest in companies with a market capitalization of less than $100 million at the time of purchase. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
ING Real Estate Fund has an expense ratio of 1.22 percent.
Risk is Average compared to funds in the same category according to Morningstar.