4 / 5 Stars
5 5 2 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#5 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 8.77 percent over the past year, 9.42 percent over the past three years, 30.23 percent over the past five years, and 9.24 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.8%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||30.2%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term growth through a combination of capital appreciation and current income. The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in the equity securities of real estate companies. It is likely to maintain a significant portion of assets in real estate investment trusts (REITs). REITs pool money to invest in properties (equity REITs) or mortgages (mortgage REITs). The fund generally invests in equity REITs. It may also invest in foreign stocks in keeping with the fund's objectives.
Fees are Above Average compared to funds in the same category.
T. Rowe Price Real Estate Fund has an expense ratio of 0.79 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.