Virtus Real Estate Securities Fund

Scorecard
3 / 5 Stars
Lipper
2 2 1 2 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

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.

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Performance

The fund has returned 6.22 percent over the past year, 8.36 percent over the past three years, 26.99 percent over the past five years, and 8.16 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 9.8%
1 Year 6.2%
3 Years (Annualized) 8.4%
5 Years (Annualized) 27.0%
10 Years (Annualized) 8.2%

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Summary

The investment seeks capital appreciation and income with approximately equal emphasis. The fund normally invests at least 80% of its assets in publicly-traded REITs and companies that are principally engaged in the real estate industry. It offers exposure to the equity real estate investment trust ("REIT") market utilizing a Growth at a Reasonable Price style with macroeconomic and fundamental security analysis designed to identify the most attractive investment candidates.

Fees

Fees are High compared to funds in the same category.
Virtus Real Estate Securities Fund has an expense ratio of 2.15 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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