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Top Real Estate Equity Funds
Today we are featuring top-performing "real estate" equity mutual funds thatb invest in equity securities of companies in the real estate, real estate services and REIT sector.
Investors can find such funds by checking out the entire list of the Zacks #1 Rank Real Estate Equity Funds list.
3 Strong Choices
Delaware Global Real Estate Securities A (DLRAX) seeks maximum long-term total return through a combination of current income and capital appreciation. The fund is non-diversified.
The fund primarily invests in securities issued by U.S. companies in the real estate and real estate-related sectors. As of December 2008, its portfolio turnover was 133%.
The fund's top holdings include Simon Property Group Inc. (SPG - Analyst Report), Westfield Group (WDC - Analyst Report) and Mitsubishi Estate.
JPMorgan International Realty A (JIRAX) was incepted in November 2006 and is been managed by Kay Herr, who has 15 years of industry experience.
The fund seeks long-term capital growth through investments in equity securities of real estate investment trusts and other real estate companies. It may invest in shares of exchange traded funds, common and preferred stocks, convertible securities, depositary receipts and rights and warrants to buy common stocks.
The fund is non-diversified. It has topped its benchmark index in terms of total returns in the last 1-year period. The fund distributes dividends annually.
Kensington Select Income A (KIFAX) seeks high current income and the potential for modest long term growth of capital. The fund invests at least 80% of its net assets in income-producing securities.
The fund may invest in common stock, rights and warrants to purchase securities and limited partnership interests to the extent the fund deems appropriate. While the focus is preferred/senior securities, the fund's allocation may shift based on market conditions. The fund utilizes portfolio leverage in pursuit of its objectives.
The fund distributes dividends quarterly. Capital gains, if any, are distributed annually. Unit holders have to make a minimum initial investment of $2,000 to enter the Zacks#1 Rank ("Strong Buy") fund.
Discover Many More Funds
Learn more about the new Zacks Mutual Fund Rank and discover some of the best market-beating mutual funds by browsing our new mutual funds section. This part of Zacks.com offers a variety of tools, including mutual fund research, a new mutual fund screener/>, helpful answers to frequently asked questions and quick access to prospectuses and other information.
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward.
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| Market Summary | Feb 10, 2010 10:25 am ET |
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