| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
3
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#5 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 20.69 percent over the past year, 15.68 percent over the past three years, 8.92 percent over the past five years, and 11.22 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 15.1% |
| 1 Year | 20.7% |
| 3 Years (Annualized) | 15.7% |
| 5 Years (Annualized) | 8.9% |
| 10 Years (Annualized) | 11.2% |
Summary
The investment seeks total return through investment in real estate securities. The fund normally invests at least 80% of its assets in securities of real estate and real estate related companies, or in companies which own significant real estate assets and may include Real Estate Investment Trusts ("REITs"). It will invest at least 25% of its assets in REITs. The fund may invest in equity securities of issuers of any size and debt securities with any maturities. It may also invest in securities of foreign issuers which meet the same criteria for investment as domestic companies, or sponsored and unsponsored depository receipts for such securities.
Fees
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
Risk is Low compared to funds in the same category according to Morningstar.
