3 / 5 Stars
2 2 2 5 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#35 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 4.91 percent over the past year, 8.86 percent over the past three years, 25.71 percent over the past five years, and 7.46 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||7.8%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||25.7%|
|10 Years (Annualized)||7.5%|
The investment seeks total return through investment in real estate securities. Under normal circumstances, the fund seeks to achieve its objective by investing at least 80% of its net assets in securities of real estate and real estate related companies, or in companies which own significant real estate assets at the time of purchase ("real estate companies") including Real Estate Investment Trusts ("REITs"). Its dollar-weighted average maturity, under normal circumstances, will range between 0 and 10 years.
Fees are Above Average compared to funds in the same category.
Stratton Real Estate Fund, Inc has an expense ratio of 1.01 percent.
Risk is Low compared to funds in the same category according to Morningstar.