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Best of Funds

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Mutual funds investing the real estate sector should be a necessary addition to portfolios with a long term horizon even though the sector has traversed rough waters in the recent past. Real estate mutual funds have delivered significantly high returns in the past and offer a convenient method for investing in this sector. With their low initial investment requirements, well diversified portfolios and professional management they can go a long way in lowering the risk involved. They also bring stability and steady returns to portfolios over the long term.

Below we will share with you 5 top rated real estate mutual funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect these mutual funds to outperform their peers in the future. To view the Zacks Rank and past performance of all real estate funds, investors can click here to see the complete list of funds.

Forward International Real Estate A (KIRAX - MF report) seeks current income and capital growth. The fund invests the majority of its assets in securities of foreign real estate and related firms. It invests in companies from a minimum of three different foreign countries. The real-estate mutual fund returned 39.74% over the last one year period.

The real estate mutual fund has an expense ratio of 1.65% compared to a category average of 1.46%.

Principal Global Real Estate Securities A (POSAX - MF report) invests a large proportion of its assets in equity securities of domestic and foreign real estate companies. It may invest in different companies across the world, including the U.S. The real-estate mutual fund returned 19.09% over the last one year period.

As of October 2012, this real-estate mutual fund held 87 issues, with 6.59% of its total assets invested in Simon Property Group Inc.

MFS Global Real Estate A (MGLAX - MF report) seeks total return. It invests heavily in equity securities of both domestic and foreign real estate companies. The fund may invest heavily in any particular country or few selected countries. The real-estate mutual fund is non-diversified and has returned 18.41% over the last one year period.

Richard R. Gable is the Fund Manager and he has been managing this real estate mutual fund since 2009.

Fidelity Advisor Real Estate Income A (FRINX - MF report) invests predominantly in securities of real estate investment trusts (REITs) and debt instruments of the companies related to the sector. The fund may invest in both domestic and foreign securities. The real-estate mutual fund returned 19.01% over the last one year period.

The real estate mutual fund has an expense ratio of 1.11% compared to a category average of 1.37%.

JPMorgan International Realty A (JIRAX - MF report) seeks capital growth over the long term. The fund invests in equity securities of real estate investment trusts (REITs) and related companies. It may invest in both domestic and foreign securities. A maximum of 20% of the fund’s assets may be utilized to purchase foreign debt instruments. The real-estate mutual fund returned 18.04% over the last one year period.

Jason Ko is the Fund Manager and he has been managing this real estate mutual fund since 2011.

To view the Zacks Rank and past performance of all real estate mutual funds, investors can click here to see the complete list of funds.

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.

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