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Top Real Estate Equity Funds
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ShareToday we are featuring top-performing "Real Estate" equity mutual funds, which primarily invest in equity securities of companies that are part of the real estate sector, real estate services and REIT industries.
Investors can find such funds by checking out the entire list of the Zacks #1 Rank Real Estate Equity Funds./>
3 Excellent Examples
Fidelity Real Estate Income (FRIFX) seeks higher than average income with capital growth as a secondary consideration. The fund is non-diversified.
Mark P. Snyderman has been the lead manager at the fund since its inception in February 2003. The fund has an expense ratio of 0.97%.
Ventas Inc. (VTR), MFA Mortgage Investments Inc. and Annaly Capital Management Inc. (NLY)are among the fund's top holdings.
Commonwealth Real Estate Securities (CNREX) was incepted in January 2004. The fund seeks long-term capital appreciation and current income.
The fund's investments are generally allocated amongst a number of companies representing diverse investment policies and real property holdings. As of January 2009, its portfolio turnover was 13%.
Unit holders need to make a minimum initial investment of $200 to enter this Zacks#1 Rank ("Strong Buy") fund. It has topped the total returns of its benchmark index in the last 1-and 3-year periods.
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.
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.
Read the full analyst report on FRIFX
Read the full analyst report on CNREX
Read the full analyst report on KIFAX
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| Market Summary | Feb 10, 2012 08:07 am ET |