PL Real Estate Fund

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 7.15 percent over the past year, and 7.85 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 8.4%
1 Year 7.1%
3 Years (Annualized) 7.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks current income and long-term capital appreciation. The fund normally invests at least 80% of its assets in securities of companies operating in the real estate and related industries. It invests primarily in equity securities of companies in the U.S. real estate industry, including real estate investment trusts ("REITs"). The fund focuses on REITs, as well as real estate operating companies ("REOCs"), that invest in a variety of property types and regions. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
PL Real Estate Fund has an expense ratio of 1.05 percent.

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Risk

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

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See Also:

Top Pacific Life Funds Funds