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3 Top-Ranked Real Estate Mutual Funds for Great Returns
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Investing in the real estate sector adds stability to a portfolio, mainly because volatility in property prices is far less than what is experienced by stocks. So, investors willing to hold long-term positions would do well to consider real estate mutual funds as they add stability and bring steady returns to a portfolio. This category of funds also offers superior protection against inflation and is a solid investment choice.
Fidelity Advisor Real Estate Income A (FRINX - Free Report) invests heavily in debt and mortgage-backed securities of real estate companies and preferred and common stocks of REITs. FRINX invests a bulk of its assets in securities of real estate companies and other real estate related investments. Fidelity Advisor Real Estate Income A has three-year annualized returns of 6.4%.
As of July 2018, FRINX held 547 issues, with 2.90% of its assets invested in Equity Lifestyle Properties Inc.
DFA Real Estate Securities Portfolio Institutional Class (DFREX - Free Report) invests in marketable equity securities of companies engaged in ownership, management, development, construction and sale of residential, commercial as well as industrial real estate. DFREX normally invests in equity securities of companies in certain real estate investment trusts as well as in companies involved in residential construction. DFA Real Estate Securities Portfolio Institutional Class has three-year annualized returns of 7%.
Jed S. Fogdall is one of the fund managers of DFREX since 2012.
Fidelity Series Real Estate Income Fund (FSREX - Free Report) seeks appreciation of income and capital. FSREX invests the majority of its assets in preferred and common stocks of companies involved in the real estate sector. FSREX invests heavily in real estate investment trusts (REITs) as well as in mortgage-backed securities and debt securities of real estate entities. The fund invests both in U.S. and non-U.S. companies. Fidelity Series Real Estate Income Fund has three-year annualized returns of 6%.
FSREXcarries an expense ratio of 0.63% compared with the category average of 1.21%.
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3 Top-Ranked Real Estate Mutual Funds for Great Returns
Investing in the real estate sector adds stability to a portfolio, mainly because volatility in property prices is far less than what is experienced by stocks. So, investors willing to hold long-term positions would do well to consider real estate mutual funds as they add stability and bring steady returns to a portfolio. This category of funds also offers superior protection against inflation and is a solid investment choice.
Below we share with you three best-rated real estate mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.
Fidelity Advisor Real Estate Income A (FRINX - Free Report) invests heavily in debt and mortgage-backed securities of real estate companies and preferred and common stocks of REITs. FRINX invests a bulk of its assets in securities of real estate companies and other real estate related investments. Fidelity Advisor Real Estate Income A has three-year annualized returns of 6.4%.
As of July 2018, FRINX held 547 issues, with 2.90% of its assets invested in Equity Lifestyle Properties Inc.
DFA Real Estate Securities Portfolio Institutional Class (DFREX - Free Report) invests in marketable equity securities of companies engaged in ownership, management, development, construction and sale of residential, commercial as well as industrial real estate. DFREX normally invests in equity securities of companies in certain real estate investment trusts as well as in companies involved in residential construction. DFA Real Estate Securities Portfolio Institutional Class has three-year annualized returns of 7%.
Jed S. Fogdall is one of the fund managers of DFREX since 2012.
Fidelity Series Real Estate Income Fund (FSREX - Free Report) seeks appreciation of income and capital. FSREX invests the majority of its assets in preferred and common stocks of companies involved in the real estate sector. FSREX invests heavily in real estate investment trusts (REITs) as well as in mortgage-backed securities and debt securities of real estate entities. The fund invests both in U.S. and non-U.S. companies. Fidelity Series Real Estate Income Fund has three-year annualized returns of 6%.
FSREXcarries an expense ratio of 0.63% compared with the category average of 1.21%.
To view the Zacks Rank and past performance of all real estate funds, investors can click here to see the complete list of funds.
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