4 / 5 Stars
5 5 2 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#9 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.
The fund has returned 14.50 percent over the past year, 16.29 percent over the past three years, 6.71 percent over the past five years, and 12.20 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||7.2%|
|3 Years (Annualized)||16.3%|
|5 Years (Annualized)||6.7%|
|10 Years (Annualized)||12.2%|
The investment seeks to achieve a combination of income and long-term capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in stocks of companies principally engaged in the real estate industry, including Real Estate Investment Trusts. It usually holds approximately 40 to 55 stocks. The fund is non-diversified.
Fees are High compared to funds in the same category.
Managers Real Estate Securities Fund has an expense ratio of 1.26 percent.
Risk is Average compared to funds in the same category according to Morningstar.