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3 / 5 Stars
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Lipper
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Zacks Investment Research
2
(Buy)
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 73 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 20.73 percent over the past year, 10.43 percent over the past three years, 3.01 percent over the past five years, and 7.58 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.0% |
| 1 Year | 20.7% |
| 3 Years (Annualized) | 10.4% |
| 5 Years (Annualized) | 3.0% |
| 10 Years (Annualized) | 7.6% |
Summary
The investment seeks to achieve a primary objective of high current income with a secondary objective of long-term capital growth through investment in the shares of publicly traded real estate securities. 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. These include securities issued by real estate investment trusts ("REITs") and real estate operating companies. It does not invest in real estate directly. 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 1.16 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
