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Top 5 Real Estate Funds
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ShareSecurities from the real estate sector should continue to be an integral part of portfolios over the long term even though this industry has seen tough times recently. Mutual funds in this sector have delivered excellent returns in the past and are a convenient way to invest in real estate. This is because they have low initial investment requirements and their diversified portfolios and professional management help in lowering the risk involved. Investors willing to hold positions over the long term would do well to consider these funds as they bring stability and steady returns to a 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.
DWS RREEF Real Estate Securities A (RRRAX) seeks long term capital growth and current income. At least 80% of its assets are invested in equity securities of real estate investment trusts and real estate companies. It is non-diversified and may also invest in preferred or convertible stocks. The real-estate fund returned 96.94% over the last one year period.
Asad W. Kazim is the fund manager and he has managed this real estate fund since 2005.
JPMorgan US Real Estate A (SUSIX) invests the majority of its assets in domestic real estate companies whose securities are traded publicly. At least 25% of its assets are invested in companies with interests in the real estate sector. The fund has a ten year annualized return of 10.13%.
The real-estate fund has an expense ratio of 1.18% compared to a category average of 1.50%.
Forward Select Income A (KIFAX) seeks long term capital appreciation as well as current income. It invests heavily in real estate investment trusts and real estate companies. It focuses on preferred stock and debt, but may also invest in common stock, rights and warrants. The real-estate fund returned 115.42% in the last one year period.
The real-estate fund has a minimum initial investment of $4,000 and an expense ratio of 1.52% compared to a category average of 1.50%.
Cohen & Steers Realty Shares (CSRSX) invests the majority of its assets in equity securities of real estate companies. It invests in common and preferred stock, convertible securities and shares of real estate investment trusts. The real-estate fund returned 100.27% in 2009 and has a ten year annualized return of 11.38%.
As of December 2009, this real-estate fund held 55 issues, with 10.29% of its total assets invested in Simon Property Group, Inc.
Natixis AEW Real Estate A (NRFAX) seeks capital appreciation and above average income. It invests heavily in shares of real estate investment trusts whose primary income is derived from rent of properties. The real-estate fund returned 96.31% over the last one year period.
Matthew A. Troxell is the Fund Manager and he has been managing this real estate fund since 2000.
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/mutualfund/
Read the full analyst report on RRRAX
Read the full analyst report on SUSIX
Read the full analyst report on KIFAX
Read the full analyst report on CSRSX
Read the full analyst report on NRFAX
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| Market Summary | May 26, 2012 07:43 am ET |
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