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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 75 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 13.35 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 6.5% |
| 1 Year | 13.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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. The fund focuses on REITs, as well as real estate operating companies, that invest in a variety of property types and regions, which may include office and industrial buildings, apartments, manufactured homes and hotels. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
PL Real Estate Fund has an expense ratio of 1.05 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
