2 / 5 Stars
4 4 1 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#45 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 8.57 percent over the past year, 11.45 percent over the past three years, 14.91 percent over the past five years, and 9.48 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||5.3%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||14.9%|
|10 Years (Annualized)||9.5%|
The investment seeks high total investment return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund may also invest up to 15% of net assets in illiquid holdings. It is non-diversified.
Fees are Above Average compared to funds in the same category.
JPMorgan Realty Income Fund has an expense ratio of 1.18 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.