3 / 5 Stars
2 2 2 1 5
Zacks Investment Research
Standard & Poor's
3 / 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 6.23 percent over the past year, 8.01 percent over the past three years, 27.65 percent over the past five years, and 7.97 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||9.0%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||27.6%|
|10 Years (Annualized)||8.0%|
The investment seeks total return, including current income and capital appreciation. Under normal circumstances, the Real Estate Fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of real estate companies (e.g., common stocks, rights, warrants, exchange-traded funds (ETFs), convertible securities and preferred stocks of real estate investment trusts (REITs) and real estate operating companies (REOCs)). Generally, it will invest in real estate companies operating in the United States. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
SEI Institutional Managed Trust Real Estate Fund has an expense ratio of 1.36 percent.
Risk is Average compared to funds in the same category according to Morningstar.