| Scorecard |
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4 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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.
Performance
The fund has returned 16.74 percent over the past year, 14.41 percent over the past three years, 5.16 percent over the past five years, and 12.18 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.0% |
| 1 Year | 16.7% |
| 3 Years (Annualized) | 14.4% |
| 5 Years (Annualized) | 5.2% |
| 10 Years (Annualized) | 12.2% |
Summary
The investment seeks total return through growth of capital and current income. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of real estate and real estate-related issuers, including real estate investment trusts (REITs). It invests primarily in equity securities. The fund may invest in non-investment grade debt securities (commonly known as "junk bonds") of real estate and real estate-related issuers. It may also invest in debt securities including U.S. Treasury and agency bonds and notes.
