4 / 5 Stars
5 5 2 1 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#5 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 5.75 percent over the past year, 10.01 percent over the past three years, and 21.59 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||3.2%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||21.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term total investment return through a combination of capital appreciation and current income. Under normal market conditions, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in the common and preferred stock of equity real estate investment trusts ("REITs") and companies of any size market capitalization which own, manage and invest in underlying real estate assets, such as offices, industrial properties, retail, malls, shopping centers, apartments, lodging, storage and specialty and health care facilities. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Phocas Real Estate Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.