Top 5 Best Performing Real Estate Mutual Funds Year to Date - Best Performing Funds Year To Date
2012年7月12日 - 12:53AM
Zacks
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 the 5 best performing real estate
mutual funds year to date. To view the Zacks Rank and past
performance of all real estate funds, investors can click here to
see the complete list of funds.
Mutual Fund
|
Zacks Rank
|
Total Return YTD
|
Forward International Real Estate A
|
#1 Strong Buy
|
28.0%
|
ProFunds Real Estate UltraSector
|
#1 Strong Buy
|
11.9%
|
T. Rowe Price Real Estate
|
#1 Strong Buy
|
9.8%
|
Fidelity Real Estate Investment
|
#1 Strong Buy
|
9.3%
|
Forward Real Estate A
|
#1 Strong Buy
|
9.3%
|
Forward International Real Estate A
(KIRAX) invests the majority of its assets in foreign equity
securities issued by companies from the real estate sector and
those engaged in related activities. The fund may purchase emerging
market securities and purchase ADRs. The real-estate mutual fund
has a three year annualized return of 15.91%.
Ian S. Goltra is the Fund Manager and he has been managing this
real estate mutual fund since 2010.
ProFunds Real Estate UltraSector (REPSX) seeks to provide
returns which are equivalent to one and a half times the daily
performance of the Dow Jones U.S. Real Estate Index. The fund’s
portfolio consists of equity securities and derivatives which have
the ability to deliver such returns. The real-estate mutual fund
has a three year annualized return of 35.06%.
The real estate mutual fund has an expense ratio of 2.73%
compared to a category average of 1.38%.
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 has a three year annualized
return of 29.13%.
As of March 2012, this real-estate mutual fund held 39 issues,
with 10.09% of its total assets invested in Simon Property Group,
Inc.
Fidelity Real Estate Investment (FRESX) seeks both
capital growth and income. The fund invests the majority of its
assets in real estate companies or other investments related to the
sector. The real estate mutual fund has a three year annualized
return of 31.84%.
Steve J. Buller is the Fund Manager and he has been managing
this real estate mutual fund since 1997.
Forward Real Estate A (KREAX) invests a large share of
its assets in securities issued by companies from the real estate
sector. The fund focuses on investing in common stocks, related
convertible securities, units of REITs and preferred stock. The
real-estate mutual fund has a three year annualized return of
-5.12%.
The real estate mutual fund has a minimum initial investment of
$4,000 and an expense ratio of 1.50% 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.
(FRESX): ETF Research Reports
(KIRAX): ETF Research Reports
(KREAX): ETF Research Reports
(REPSX): ETF Research Reports
(TRREX): ETF Research Reports
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