| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
2
2
1
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#10 in Real Estate
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 27.85 percent over the past year, 18.06 percent over the past three years, 11.81 percent over the past five years, and 12.41 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 16.7% |
| 1 Year | 27.8% |
| 3 Years (Annualized) | 18.1% |
| 5 Years (Annualized) | 11.8% |
| 10 Years (Annualized) | 12.4% |
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. 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 Value Opportunity Fund has an expense ratio of 1.70 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
