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) 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) 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) 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) 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) 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.
View All Zacks #1 Ranked Mutual Funds
(FRINX): ETF Research Reports
(JIRAX): ETF Research Reports
(KIRAX): ETF Research Reports
(MGLAX): ETF Research Reports
(POSAX): ETF Research Reports
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