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) 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) 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) 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) 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.
View All Zacks #1 Ranked Mutual Funds
(DRLAX): ETF Research Reports
(IIRAX): ETF Research Reports
(IRFAX): ETF Research Reports
(RRGAX): ETF Research Reports
(RRGAX): ETF Research Reports
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