Sponsored Links 
Top Real Estate Equity Funds
Print
ShareToday we are featuring top-performing “Real Estate" equity mutual funds, which primarily invest in equity securities of real estate companies and REITs.
Investors can find such funds by checking out the entire list of the Zacks #1 Rank Real Estate Equity Funds.
3 Solid Picks
Third Avenue Real Estate Value (TAREX) seeks long-term capital appreciation. The fund is non-diversified.
The fund follows a bottom-up approach to create a portfolio based on individual securities, rather than markets, that have the potential to create value for shareholders over the long term. It is not restricted by market capitalization or geography.
Michael Winer has managed the fund since its inception in September 1998. The fund has topped total returns of its benchmark index in the last 1-and 3-year periods.
Cohen & Steers Institutional Global Realty (GRSIX) seeks total return through investment in global real estate equity securities. In pursuing total return, the investment targets both capital appreciation and current income.
The fund invests at least 80%, and normally substantially all, of its assets in common stocks and other equity securities issued by U.S. and non-U.S. real estate companies. It diversifies its assets by region and countries throughout the world.
The fund’s top holdings include Westfield Group (WDC - Analyst Report), Simon Property Group Inc. (SPG - Analyst Report) and Mitsubishi Estate.
Dreyfus Global Real Estate A (DRLAX) was incepted in December 2006. The investment seeks to maximize total return consisting of capital appreciation and current income.
The fund’s equity investments may include common stocks, preferred stocks, convertible securities, warrants, equity interests in foreign investment funds or trusts, depositary receipts and other equity investments. As of March 2009, its [portfolio turnover was 79%.
Unit holders have to make a minimum initial investment of $1,000 to enter this Zacks#1 Rank (“Strong Buy”) fund. It distributes dividends and capital gains, if any, 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 TAREX
Read the full analyst report on GRSIX
Read the full analyst report on DRLAX
Loading Stories...
|
||||||||||||||||||
More Zacks Resources
More Zacks Links
| Market Summary | May 25, 2012 18:31 pm ET |
-74.92