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3 Best Real Estate Mutual Funds to Add to Your Portfolio
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Investing in the real estate sector adds stability to a portfolio, mainly because the volatility in property prices is far less than what is experienced by stocks. Hence, 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 Series Real Estate Equity invests the majority of its assets in real estate companies and in other real estate related investments. FREDX seeks long-term appreciation of capital and above-average income growth. Fidelity Series Real Estate Equity has a three-year annualized return of 9.6%.
Samuel Wald is the fund manager of FREDX since 2011.
JHFunds2 Real Estate Securities 1 (JIREX - Free Report) seeks long-term capital growth and current income. JIREX invests the lion’s share of its net assets in equities of REITs and real estate companies. The fund may invest nearly 10% of its total assets in securities of non-U.S. real estate companies. JHFunds2 Real Estate Securities1 has a three-year annualized return of 10.1%.
As of February 2017, JIREX held 47 issues, with 5.90% of its assets invested in Simon Property Group Inc.
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 a three-year annualized return of 7.2%.
FRINX has an expense ratio of 1.03% compared with the category average of 1.04%.
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3 Best Real Estate Mutual Funds to Add to Your Portfolio
Investing in the real estate sector adds stability to a portfolio, mainly because the volatility in property prices is far less than what is experienced by stocks. Hence, 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 Series Real Estate Equity invests the majority of its assets in real estate companies and in other real estate related investments. FREDX seeks long-term appreciation of capital and above-average income growth. Fidelity Series Real Estate Equity has a three-year annualized return of 9.6%.
Samuel Wald is the fund manager of FREDX since 2011.
JHFunds2 Real Estate Securities 1 (JIREX - Free Report) seeks long-term capital growth and current income. JIREX invests the lion’s share of its net assets in equities of REITs and real estate companies. The fund may invest nearly 10% of its total assets in securities of non-U.S. real estate companies. JHFunds2 Real Estate Securities1 has a three-year annualized return of 10.1%.
As of February 2017, JIREX held 47 issues, with 5.90% of its assets invested in Simon Property Group Inc.
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 a three-year annualized return of 7.2%.
FRINX has an expense ratio of 1.03% compared with the category average of 1.04%.
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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