Maine Finance

Jul 2 2017

43 Best Real Estate Mutual Funds #best #high #income #funds, #best #mutual #funds


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Real Estate Funds

#16 in Intermediate Government

The investment seeks high current income consistent with preservation of capital. The fund normally invests at least 80% of its net assets (net assets plus borrowings for investment purposes) in GNMA securities. It may invest in securities issued by the U.S. government or its other agencies and instrumentalities. The fund may also invest in mortgage-backed and asset-backed securities, collateralized mortgage obligations, and commercial paper. For temporary defensive purposes during unusual market conditions, it may invest up to 100% of its assets in cash, cash equivalents or other high quality short-term investments. more

0.06% Returns (1-yr) 0.56 Expense Ratio $298.52M Total Assets

#1 in Real Estate

The investment seeks to obtain a favorable long-term total return through both capital appreciation and current income, by investing primarily in equity securities of companies principally engaged in or related to the real estate industry. The fund invests at least 80% of its assets in the securities of companies that are principally engaged in or related to the real estate industry, including those that own significant real estate assets. It may invest up to 15% of its assets in real estate securities of foreign issuers and up to 20% of its assets in equity and debt securities of issuers that are not engaged in or related to the real estate industry. more

6.37% Returns (1-yr) 0.51 Expense Ratio $2.08B Total Assets

#2 in Real Estate

The investment seeks long-term capital appreciation. The fund, using a market capitalization weighted approach, purchases readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. It will principally invest in equity securities of companies in certain real estate investment trusts and companies engaged in residential construction and firms, except partnerships, whose principal business is to develop commercial property. more

5.56% Returns (1-yr) 0.18 Expense Ratio $7.89B Total Assets

#3 in Real Estate

The investment seeks total return through investment in real estate securities. The fund invests at least 80%, and normally substantially all, of its total assets in common stocks and other equity securities issued by real estate companies. It may invest up to 20% of its total assets in securities of foreign issuers (including emerging market issuers) which meet the same criteria for investment as domestic companies, including investments in such companies in the form of American Depositary Receipts ( ADRs ), Global Depositary Receipts ( GDRs ) and European Depositary Receipts ( EDRs ). The fund is non-diversified. more

6.52% Returns (1-yr) 0.75 Expense Ratio $2.71B Total Assets

#9 in Real Estate

The investment seeks to generate a total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry at the time of purchase. It invests in value equity securities, an investment strategy that emphasizes buying securities that appear to be undervalued. The fund concentrates its investments (invest more than 25% of its net assets) in securities in the real estate industry. It is non-diversified. more

4.87% Returns (1-yr) 1.25 Expense Ratio $3.69B Total Assets

#10 in Real Estate

The investment seeks total return through investment in real estate securities. The fund invests at least 80%, and normally substantially all, of its total assets in common stocks and other equity securities issued by real estate companies. It may invest up to 20% of its total assets in securities of foreign issuers which meet the same criteria for investment as domestic companies, including investments in such companies in the form of American Depositary Receipts ( ADRs ), Global Depositary Receipts ( GDRs ) and European Depositary Receipts ( EDRs ). The fund is non-diversified. more

6.26% Returns (1-yr) 0.96 Expense Ratio $4.64B Total Assets


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