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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 75 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 10.45 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 5.0% |
| 1 Year | 10.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks a risk-adjusted total return over the long term by investing primarily in real estate securities. The fund normally invests at least 80% of its assets in securities of publicly traded real estate companies operating in the United States. It intends to allocate investments across securities of publicly traded real estate companies and cash as follows: 25-75% common stock, 25-75% senior securities and cash. The fund may also invest up to 20% of its assets in cash and cash equivalents including U.S. government obligations and securities. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
J.P. Morgan Security Capital U.S. Core Real Estate Securities Fund has an expense ratio of 1.67 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
