2 / 5 Stars
1 1 2 1 4
Zacks Investment Research
1 (Strong Buy)
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 5.62 percent over the past year, and 7.15 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.4%|
|3 Years (Annualized)||7.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation and income. The fund normally invests at least 80% of its investable assets (net assets plus any borrowings made for investment purposes) in equity-related securities of real estate companies operating in the United States, principally real estate investment trusts (REITs) and other real estate securities. It may invest up to 20% of its investable assets in other securities, including equity-related securities of foreign real estate companies. The fund may invest more than 5% of its total assets in any one issuer. It is non-diversified.
Fees are High compared to funds in the same category.
Prudential US Real Estate Fund has an expense ratio of 2.35 percent.
Risk is High compared to funds in the same category according to Morningstar.