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For investors looking to park their funds in the real estate sector, mutual funds are the most cheapest and convenient method. This category of funds also offers superior protection against inflation. The real estate sector has seen tough times recently but the presence of these investments generally adds stability to a portfolio. This is because the volatility in property prices is far less compared to the kind experienced by stocks. Adding such funds to a widely diversified portfolio would increase returns while reducing the associated risk significantly.
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.
DWS RREEF Global Real Estate Securities A ( RRGAX - MF report ) seeks both current income and capital growth. It invests the majority of its assets in equity securities and debt instruments of real estate investment trusts (REITs) and similar entities. The fund may also invest in securities of other sectors. The real-estate mutual fund returned 28.62% over the last one year period.
The real estate mutual fund has an expense ratio of 1.38% compared to a category average of 1.46%.
ING Clarion Global Real Estate Port S2 (IRGSX) invests heavily in equity securities of real estate companies. The fund purchases both domestic and foreign companies. It also invests in securities of companies from emerging market nations. The real-estate mutual fund returned 25.52% over the last one year period.
T. Ritson Ferguson is the fund manager and he has managed this real estate mutual fund since 2006.
ING International Real Estate A ( IIRAX - MF report ) seeks a high level of total return. The fund invests the majority of its assets in equity securities of firms whose principal operations are related to the real estate sector. A minimum of 65% of its assets are invested in foreign countries. The real-estate mutual fund returned 36.79% over the last one year period.
As of December 2012, this real estate mutual fund held 90 issues, with 6.61% of its total assets invested in Mitsubishi Estate.
Cohen & Steers International Realty A ( IRFAX - MF report ) invests a large share of its assets in foreign real estate securities. A maximum of 20% of its assets may be utilized to purchase equity securities’ issued by domestic real estate firms and REITs. The real-estate mutual fund returned 34.50% over the last one year period.
The real estate mutual fund has an expense ratio of 1.61% compared to a category average of 1.46%.
Dreyfus Global Real Estate Securities A ( DRLAX - MF report ) seeks current income and capital growth. The fund invests heavily in equity securities of real estate companies. These firms must earn not less than half of their income from the real estate business. It invests in companies located worldwide. The real-estate mutual fund returned 26.50% over the last one year period.
Peter Zabierek is the Fund Manager and he has been managing this real estate mutual fund since 2006.
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.
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