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Top Real Estate Funds
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ShareToday we are featuring top-performing “Real Estate” equity mutual funds, which primarily invest in stocks of companies that are part of the real estate and REIT sectors.
Investors can find such funds by checking out the entire list of the Zacks #1 Rank Real Estate Equity Funds.
3 Solid Samples
Thrivent Real Estate Securities A (TREFX) seeks to provide high current income and long-term capital appreciation by investing primarily in the equity securities of companies in the real estate industry.
The fund focuses on real estate equity securities, but may invest in other types of real estate securities or in companies from other industries. It may invest up to 20% in equity and fixed-income securities of companies that are not principally engaged in the real estate industry.
Reginald L. Pfeifer has managed the fund since its inception in June 2005. Pfeifer has 22 years of industry experience. The fund has an expense ratio of 1.25%.
Dryden Global Real Estate A (PURAX) seeks to provide capital appreciation and income by investing primarily in domestic and international real estate securities.
The fund typically invests capital appreciation more than 5% of assets in any one issuer. It is designed for investors looking for diversification benefits provided by global real estate securities.
Unit holders have to make a minimum initial investment of $2,500 to enter this Zacks #1 Rank (“Strong Buy”) fund. The fund offers dividends quarterly. Capital gains, if any, are paid annually.
Global Real Estate Securities A (POSAX) was founded in October 2007. The investment seeks to generate total return.
The fund primarily invests in equity securities of U.S. and non-U.S. companies engaged in the real estate industry. It is non-diversified.
The fund’s key holdings include Sun Hung Kai Properties Ltd., Westfield Group and Simon Property Group Inc. (SPG - Analyst Report).
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 TREFX
Read the full analyst report on PURAX
Read the full analyst report on POSAX
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| Market Summary | Feb 10, 2012 13:28 pm ET |