REMS Real Estate Income 50/50 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 9.54 percent over the past year, 9.71 percent over the past three years, 12.19 percent over the past five years, and 5.70 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 14.6%
1 Year 9.5%
3 Years (Annualized) 9.7%
5 Years (Annualized) 12.2%
10 Years (Annualized) 5.7%

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Summary

The investment seeks to achieve a primary objective of high current income with a secondary objective of long-term capital growth. The fund invests at least 80% of its assets, plus the amount of any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry and other real estate related investments. A company principally engaged in the real estate industry is one that derives at least 50% of its revenues from the ownership, construction, financing, management or sale of commercial or residential real estate or has at least 50% of its assets in such real estate businesses. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
REMS Real Estate Income 50/50 Fund has an expense ratio of 1.14 percent.

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Risk

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

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