3 / 5 Stars
2 2 1 2 5
Zacks Investment Research
Standard & Poor's
2 / 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 6.91 percent over the past year, 7.97 percent over the past three years, 27.25 percent over the past five years, and 8.16 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.6%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||27.2%|
|10 Years (Annualized)||8.2%|
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 are High compared to funds in the same category.
Oppenheimer Real Estate Fund has an expense ratio of 2.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.