3 / 5 Stars
5 5 2 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#16 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 14.09 percent over the past year, 11.35 percent over the past three years, 23.28 percent over the past five years, and 11.10 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||18.5%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||23.3%|
|10 Years (Annualized)||11.1%|
The investment seeks to provide above average current income and long-term capital appreciation. The fund normally invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in income-producing common stocks of publicly traded companies engaged in the real estate industry. It expects to emphasize investments in equity REITs, although it may invest in all three kinds of REITs. The fund may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers. Up to 15% of the fund's total assets may be invested in equity securities of emerging market issuers.
Fees are Above Average compared to funds in the same category.
Nuveen Real Estate Securities Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.