Top 5 Best Performing Real Estate Mutual Funds Year to Date - Best Performing Funds Year To Date
August 22 2012 - 10:56AM
Zacks
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 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 HHaHh
|
#1 Strong Buy
|
39.5%
|
ProFunds Real Estate UltraSector
|
#1 Strong Buy
|
24.6%
|
Principal Global Real Estate Securities A
|
#1 Strong Buy
|
19.0%
|
Dreyfus Global Real Estate Securities A
|
#1 Strong Buy
|
18.4%
|
DWS RREEF Global Real Estate Securities A
|
#1 Strong Buy
|
18.3%
|
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 15.67%.
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 35.64%.
The real estate mutual fund has an expense ratio of 2.73%
compared to a category average of 1.37%.
Principal Global Real Estate Securities A (POSAX) invests
heavily in real estate equity securities of domestic and foreign
companies. The fund may invest without limit in a single country or
securities denominated in one particular currency. The real-estate
mutual fund has a three year annualized return of 16.52%.
As of July 2012, this real-estate mutual fund held 87 issues,
with 6.89% of its total assets invested in Simon Property Group,
Inc.
Dreyfus Global Real Estate Securities A (DRLAX) seeks
current income and capital growth. The fund invests heavily in
publicly traded equity securities of real estate companies. These
firms must derive at least half their revenues from the real estate
sector. The real estate mutual fund has a three year annualized
return of 15.38%.
Peter Zabierek is the Fund Manager and he has been managing this
real estate mutual fund since 2006.
DWS RREEF Global Real Estate Securities A (RRGAX) invests
a large share of its assets in real estate companies. The fund
purchases both equity and debt securities issued by firms such as
real estate investment trusts or real estate operating companies.
The real-estate mutual fund has a three year annualized return of
14.36%.
The real estate mutual fund has an expense ratio of 1.38%
compared to a category average of 1.46%.
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.
(DRLAX): ETF Research Reports
(KIRAX): ETF Research Reports
(POSAX): ETF Research Reports
(REPSX): ETF Research Reports
(RRGAX): ETF Research Reports
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