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Tuesday, August 7, 2012

Top 5 Zacks #1 Ranked Real Estate Mutual Funds - Best of Funds

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 .

Principal Real Estate Securities R2 ( PRENX ) invests heavily in equity securities of real estate companies. The fund also invests in real estate investment trusts and companies with significant real estate assets, such as paper, lumber hotel and entertainment firms. The real-estate mutual fund returned 11.38% over the last one year period.

The Mutual Fund Store office, 37308 Six Mile Road, Livonia, Michigan
The Mutual Fund Store office, 37308 Six Mile Road, Livonia, Michigan (Photo credit: Wikipedia)
Kelly Rush is the Fund Manager and he has been managing this real estate mutual fund since 2000.

Franklin Real Estate Securities A ( FREEX ) seeks both current income and capital growth. Real estate investment trusts and companies which derive at least half of their revenues from operations in the real estate sector constitute its major investments. The real-estate mutual fund returned 12.32% over the last one year period.

The real estate mutual fund has a minimum initial investment of $1,000 and an expense ratio of 1.14% compared to a category average of 1.38%. Oppenheimer Real Estate A ( OREAX ) utilizes the majority of the fund's assets to purchase equity securities, such as common stocks of companies form the real estate sector. It may also consider parking funds in real estate operating companies. The real-estate mutual fund returned 10% over the last one year period.

As of June 2012, this real-estate mutual fund held 40 issues, with 11.68% of its total assets invested in Simon Property Group, Inc.

Goldman Sachs US Real Estate A ( GREAX ) seeks capital appreciation and dividend income. The fund utilizes a large proportion of its assets to purchase equity securities of companies from the real estate sector or those with linkages to the industry. The real-estate mutual fund returned 14.75% over the last one year period. Nora Creedon is the Fund Manager and she has been managing this real estate mutual fund since 2010.

John Hancock Real Estate Securities ( JIREX ) invests a large proportion of its assets in equity securities issued by real estate investment trusts and companies. Not more than 10% of its assets may be invested in foreign firms. The real-estate mutual fund returned 11.55% over the last one year period.

The real estate mutual fund has an expense ratio of 0.79% 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 .

View All Zacks #1 Ranked Mutual Funds

(FREEX): ETF Research Reports
(GREAX): ETF Research Reports
(JIREX): ETF Research Reports
(OREAX): ETF Research Reports
(PRENX): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.

Taken from: http://community.nasdaq.com/News/2012-08/top-5-zacks-1-ranked-real-estate-mutual-funds-best-of-funds.aspx?storyid=161941#ixzz22uEQ2d3l
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