Top Ranked Real Estate Mutual Funds by Zacks Investment Research
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.
ING International Real Estate A (MUTF:IIRAX) invests most of its assets in equity of companies involved in real estate and related activities. A minimum of 65% of its assets are invested in foreign securities which may include securities from emerging markets. The non-diversified real-estate mutual fund returned 2.37% over the last one year period.
The fund has an expense ratio of 1.45% as compared to category average of 1.44%.
Cohen & Steers International Realty A (MUTF:IRFAX) invests a large share of its assets in securities of foreign companies whose principal operations are related to the real estate sector. A maximum of 20% may also be invested in domestic companies related to the sector. The non-diversified fund returned 0.93% over the last one year period.
As of December 2013, this real estate mutual fund held 64 issues with 7.74% of its total assets invested in Mitsubishi Estate.
VALIC Company I Global Real Estate (MUTF:VGREX) invests a lion's share of its assets in companies involved in real estate and related activities. A maximum of 75% of assets can be invested in foreign securities, which may include securities from emerging markets. The real-estate mutual fund returned 2.75% over the last one year period.
The fund has an expense ratio of 0.89% as compared to category average of 1.44%.
Fidelity Advisor Real Estate Income A (MUTF:FRINX) seeks appreciably high income as well as capital appreciation. The fund focuses on investing the lion's share of its investments in the real estate sector and investments with linkages to the industry. The real-estate mutual fund returned 4.00% over the last one year period.
Mark P. Snyderman is the fund manager and has managed this real estate mutual fund since 2003.
JPMorgan International Realty A (MUTF:JIRAX) invests the majority of its assets in REITs and real estate companies. The company may consider investing in REITs with small market caps. A maximum of 20% is invested in debt securities which are denominated in foreign currency. The real-estate mutual fund returned -0.56% over the last one year period.
The fund has an expense ratio of 1.40% as compared to category average of 1.44%.
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