VY Clarion Real Estate Portfolio

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 14.16 percent over the past year, 10.94 percent over the past three years, 23.73 percent over the past five years, and 10.48 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 17.6%
1 Year 14.2%
3 Years (Annualized) 10.9%
5 Years (Annualized) 23.7%
10 Years (Annualized) 10.5%

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Summary

The investment seeks total return including capital appreciation and current income. Under normal market conditions, the Portfolio invests at least 80% of its assets in common and preferred stocks of U.S. real estate investment trusts ("REITS") and real estate companies. The Sub-Adviser may invest in companies of any market capitalization. However, the Sub-Adviser will generally not invest in companies with market capitalization of less than $100 million at the time of purchase. The Portfolio also may invest in convertible securities, initial public offerings, and Rule 144A securities. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
VY Clarion Real Estate Portfolio has an expense ratio of 1.01 percent.

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Risk

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

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