2 / 5 Stars
3 2 2 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#33 in Real Estate
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 5.28 percent over the past year, 10.09 percent over the past three years, 26.13 percent over the past five years, and 7.27 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||10.1%|
|3 Years (Annualized)||10.1%|
|5 Years (Annualized)||26.1%|
|10 Years (Annualized)||7.3%|
The investment seeks to provide income and capital growth. SSgA Clarion Real Estate Fund invests at least 80% of its net assets (plus borrowings, if any) in real estate investment trusts, or REITs. It may invest up to 20% of its net assets in non-REIT real estate securities, as well as equity and fixed income securities of non-real estate companies. The fund also may lend its securities, and it may invest in various fixed-income securities and money market funds, including money market funds advised by the fund's investment adviser, in order to manage its cash. It is non-diversified.
Fees are Above Average compared to funds in the same category.
SSGA Clarion Real Estate Fund has an expense ratio of 1.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.