| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
3
2
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
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 14.17 percent over the past year, 15.43 percent over the past three years, 5.64 percent over the past five years, and 11.96 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.3% |
| 1 Year | 14.2% |
| 3 Years (Annualized) | 15.4% |
| 5 Years (Annualized) | 5.6% |
| 10 Years (Annualized) | 12.0% |
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 to identify the most attractive investment candidates. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Virtus Real Estate Securities Fund has an expense ratio of 2.16 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
