3 / 5 Stars
2 3 2 3 2
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 5.42 percent over the past year, 8.27 percent over the past three years, 27.62 percent over the past five years, and 7.92 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||9.0%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||27.6%|
|10 Years (Annualized)||7.9%|
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 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.
Risk is Average compared to funds in the same category according to Morningstar.