Natixis Funds Trust IV AEW Real Estate Fund

Scorecard
3 / 5 Stars
Lipper
2 3 2 3 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
E (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 5.47 percent over the past year, 8.27 percent over the past three years, 27.62 percent over the past five years, and 7.91 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 9.0%
1 Year 5.5%
3 Years (Annualized) 8.3%
5 Years (Annualized) 27.6%
10 Years (Annualized) 7.9%

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Summary

The investment seeks to provide investors with above-average income and long-term growth of capital. The fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in securities, including common stocks and preferred stocks, of real estate investment trusts ("REITs") and/or real estate-related companies. It primarily invests in equity REITs, which own or lease real estate and derive their income primarily from rental income.

Fees

Fees are High compared to funds in the same category.
Natixis Funds Trust IV AEW Real Estate Fund has an expense ratio of 2.06 percent.

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Risk

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

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