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
.
Nuveen Real Estate Securities A
(
FREAX
) seeks current income and long term capital growth. The fund
invests in publicly traded companies from the real estate sector.
The fund focuses on acquiring income-generating common stock of
real estate companies. The real-estate mutual fund returned 10.71%
over the last one year period.
John G. Wenker is the Fund Manager and he has been managing this
real estate mutual fund since 1999.
T. Rowe Price Real Estate
(
TRREX
) invests a large share of its assets in companies from the real
estate sector. Not more than 20% of its assets may be invested in
companies which generate a significant part of their revenues by
servicing real estate companies. The real-estate mutual fund
returned 11.64% over the last one year period.
The real estate mutual fund has a minimum initial investment of
$2,500 and an expense ratio of 0.78% compared to a category average
of 1.38%.
American Century Real Estate
(
REACX
) seeks a high level of total return. The fund invests heavily in
equity securities of real estate investment trusts and companies
from the real estate industry. The real-estate mutual fund returned
14.45% over the last one year period.
As of March 2012, this real-estate mutual fund held 51 issues,
with 11.98% of its total assets invested in Simon Property Group,
Inc.
Fidelity Real Estate Investment
(
FRESX
) invests the majority of its assets in real estate companies or
other investments related to the sector. The fund is
non-diversified and invests in both domestic and foreign
securities. The real-estate mutual fund returned 13.35% over the
last one year period.
Steve J. Buller is the Fund Manager and he has been managing
this real estate mutual fund since 1997.
Neuberger Berman Real Estate
(
NBRFX
) seeks capital growth and current income. The fund primarily
invests in equity securities issued by real estate investment
trusts. It also invests in common stocks and other securities
issued by companies from the real estate industry. The real-estate
mutual fund returned 11.76% over the last one year period.
The real estate mutual fund has a minimum initial investment of
$1,000 and an expense ratio of 0.99% compared to a category average
of 1.38%.
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
.
View All Zacks #1 Ranked Mutual Funds
(FREAX): ETF Research Reports
(FRESX): ETF Research Reports
(NBRFX): ETF Research Reports
(REACX): ETF Research Reports
(TRREX): ETF Research Reports
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