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Top Real Estate Funds
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ShareAfter a recent downturn the real estate sector is showing significant signs of revival. Real estate mutual funds allow investors a relatively cost effective way to invest in this sector since it typically requires a lower initial investment than investing in real estate itself. Until 2008, mutual funds in this sector had enjoyed tremendous growth and will continue to play a significant role in a long-term investment portfolio.
Below we will share with you 5 top rated real estate funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect the fund to outperform its peers in the future. To view the Zacks Rank and past performance of all real estate funds, then click here.
Cohen & Steers Realty Shares (CSRSX) invests at least 80% of its assets in real-estate companies. The real-estate fund may invest up to 20% of its assets in foreign firms and also purchase shares of real-estate investment trusts. It is a no-load fund.
This real-estate fund has returned 32.5% over the last one year period.
Stratton Monthly Dividend REIT (STMDX) seeks to provide high monthly income and therefore invests in companies which pay strong dividends. The real estate fund invests heavily in shares of real estate investment trusts. The fund has a ten year annualized return of 10.36%.
James A. Beers is the fund manager and has managed this real estate fund since 2000.
Forward Select Income A (KIFAX) invests in preferred and common stock, debt securities and warrants of real estate companies and real estate investment trusts. This real estate fund is non-diversified. In 2009, the fund was up 75%, outperforming the majority of real estate funds in its category.
As of November 2009, this real-estate fund held 21 issues, with 3.3% of its total assets invested in LTC Properties Inc.
ING Real Estate A (CLARX) seeks both current income and capital growth and invests in companies with major operations in the real estate sector. It is non-diversified and may purchase convertible securities and invest in initial public offerings. The real-estate fund returned more than 29% in the last one year period.
The real-estate fund has a minimum initial investment of $1000 and an expense ratio of 1.35% compared to a category average of 1.45%.
DWS RREEF Real Estate Securities A (RRRAX) invests mostly in real estate equity securities. At least 80% of the fund’s assets are invested in real estate investment trusts and companies. The fund has averaged more than 11% annually over the last ten years.
John F Robertson is the Fund Manager and he has been managing this real estate fund since 1999.
To view the Zacks Rank and past performance of all real estate funds, then click here.
About Zacks Mutual Fund Rank
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. Learn more about the Zacks Mutual Fund Rank at http://www.zacks.com/funds.
Read the full analyst report on CSRSX
Read the full analyst report on STMDX
Read the full analyst report on KIFAX
Read the full analyst report on CLARX
Read the full analyst report on RRRAX
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| Market Summary | May 26, 2012 03:13 am ET |
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