4 / 5 Stars
5 5 2 3 3
Zacks Investment Research
Standard & Poor's
4 / 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 6.87 percent over the past year, 9.43 percent over the past three years, 29.31 percent over the past five years, and 9.29 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||9.2%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||29.3%|
|10 Years (Annualized)||9.3%|
The investment seeks long-term growth of capital, current income is a secondary objective. Normally, the fund invests at least 80% of its total assets in equity securities of real estate investment trusts (REITs) and other real estate industry issuers. It may at times emphasize particular sub-sectors of the real estate industry. The fund may invest up to 20% of its total assets in debt securities of real estate industry issuers, mortgage-backed securities and short-term investments. It may invest up to 5% of its net assets in below investment grade debt securities.
Fees are Above Average compared to funds in the same category.
Pioneer Real Estate Shares Fund has an expense ratio of 1.01 percent.
Risk is Average compared to funds in the same category according to Morningstar.