| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
2
3
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#51 in Real Estate
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 13.72 percent over the past year, 14.50 percent over the past three years, 3.14 percent over the past five years, and 10.80 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 7.2% |
| 1 Year | 13.7% |
| 3 Years (Annualized) | 14.5% |
| 5 Years (Annualized) | 3.1% |
| 10 Years (Annualized) | 10.8% |
Summary
The investment seeks a high level of current income and long-term capital appreciation primarily through investments in real estate securities. The fund invests in the equity securities of real estate companies. Under normal circumstances, at least 80% of the fund's Assets will be invested in the equity securities of publicly-traded real estate companies operating in the United States. The fund will invest at least 25% of its assets in an industry or group of industries in the real estate sector. Up to 15% of the fund's Assets may be invested in foreign securities. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
JPMorgan U.S. Real Estate Fund has an expense ratio of 1.18 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
