2 / 5 Stars
4 4 2 2 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#46 in Real Estate
U.S. News evaluated 73 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 16.08 percent over the past year, 15.47 percent over the past three years, 6.16 percent over the past five years, and 12.99 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.7%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||6.2%|
|10 Years (Annualized)||13.0%|
The investment seeks total return through investment in real estate securities. The fund invests at least 80% of its assets in common stocks and other equity securities of real estate companies. It considers a real estate company to be one that derives at least 50% of its revenues from, or invests at least 50% of its assets in, the ownership, construction, financing, management or sale of commercial, industrial or residential real estate. The fund primarily invests in real estate investment trusts ("REITs") but may also invest in real estate operating companies ("REOCs") and other real estate related securities. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Oppenheimer Real Estate Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.