Johnson Realty Fund

Class No Load (JRLTX)
Scorecard
2 / 5 Stars
Lipper
1 2 2 4 2
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

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 12.85 percent over the past year, 10.29 percent over the past three years, 21.85 percent over the past five years, and 8.01 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 16.7%
1 Year 12.9%
3 Years (Annualized) 10.3%
5 Years (Annualized) 21.8%
10 Years (Annualized) 8.0%

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Summary

The investment seeks above average dividend income and long term capital growth. The fund invests primarily in equity securities of companies in the real estate industry, including but not limited to REITs (real estate investment trusts) and other real estate related equity securities. Under normal circumstances, at least 80% of the fund's total assets will be in the real estate industry.

Fees

Fees are Above Average compared to funds in the same category.
Johnson Realty Fund has an expense ratio of 1.00 percent.

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Risk

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

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See Also:

Top Johnson Mutual Funds Funds