Oppenheimer Real Estate Fund

Scorecard
3 / 5 Stars
Lipper
1 2 2 2 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (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 14.88 percent over the past year, 9.83 percent over the past three years, 21.71 percent over the past five years, and 9.01 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 16.7%
1 Year 14.9%
3 Years (Annualized) 9.8%
5 Years (Annualized) 21.7%
10 Years (Annualized) 9.0%

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Summary

The investment seeks total return. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in common stocks and other equity securities of real estate companies. The fund managers consider 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

Fees are High compared to funds in the same category.
Oppenheimer Real Estate Fund has an expense ratio of 2.17 percent.

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Risk

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

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