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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 real estate companies.
Investors can find such funds by checking out the entire list of the Zacks #1 Rank Real Estate Equity Funds.
3 Excellent Examples
Dryden Global Real Estate A (PURAX), founded in May 1998, seeks high current income and long-term growth of capital.
The fund invests at least 80% of its assets in equity-related securities of real estate companies, principally real estate investment trusts (REITs). The fund invests in those securities with price that will increase over time, as well as pay the fund dividends and other income.
The fund has an expense ratio of 1.35%. As of June 2009, it has a portfolio turnover of 67%.
Marc R. Halle has been lead manager of the fund since January 2007. Halle is a managing director for Prudential Real Estate Investors (PREI) and is responsible for all global real estate securities investments.
AllianceBernstein Real Est Iv Adv (ARSYX) was founded in September 1996. The objective of the fund is to seek long-term growth of capital and income.
The fund invests primarily in equity securities of real estate investment trusts and other real estate companies. It looks for companies that can achieve sustainable growth in cash flow and dividend-paying capability by owning properties in markets with superior supply and demand characteristics.
The fund offers dividends quarterly. Capital gains are distributed annually. It has an expense ratio of 1.69%.
Joseph G. Paul has been lead manager of the fund since August 2004. Paul is a senior vice president with AllianceBernstein and is also the Global Head of Diversified Value Services.
Forward Select Income A (KIFAX) seeks high current income and potential for modest long-term growth of capital. It was founded in March 2001.
The fund invests primarily in securities of companies in the real estate industry, such as real estate investment trusts, master limited partnerships and other real estate firms. The fund invests at least 80% of its net assets in income-producing securities.
The fund has an expense ratio of 1.77%. As of June 2009, it has a portfolio turnover of 160%.
Joel S. Beam has been lead manager of the fund since March 2001. Prior to joining Kensington Investment Group Inc, Beam was with Liquidity Financial Advisors, Inc.
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 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 PURAX
Read the full analyst report on ARSYX
Read the full analyst report on KIFAX
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| Market Summary | May 26, 2012 03:53 am ET |
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