REMS Real Estate Value Opportunity Fund

Scorecard
5 / 5 Stars
Lipper
5 5 3 1 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

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 14.30 percent over the past year, 14.69 percent over the past three years, 25.29 percent over the past five years, and 10.69 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 11.0%
1 Year 14.3%
3 Years (Annualized) 14.7%
5 Years (Annualized) 25.3%
10 Years (Annualized) 10.7%

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Summary

The investment seeks long-term growth of capital and current income. The fund invests at least 80% of its net 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 Value Opportunity Fund has an expense ratio of 1.69 percent.

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Risk

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

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