2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 5.21 percent over the past year, 8.45 percent over the past three years, 26.68 percent over the past five years, and 7.18 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.3%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||26.7%|
|10 Years (Annualized)||7.2%|
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 are Above Average compared to funds in the same category.
Johnson Realty Fund has an expense ratio of 1.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.