5 Best Performing Real Estate Mutual Funds Year to Date

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 Real Estate Long/Short A

#4 Sell

 

7.02%

Cohen & Steers Realty Income A

#4 Sell

 

6.67%

Forward Real Estate Investment

#4 Sell

 

6.63%

Spirit of America Real Estate Income & Group A

#4 Sell

 

6.41%

Phocas Real Estate

#4 Sell

 

6.26%

 

 Forward Real Estate Long/Short A (KSRAX) seeks total return and capital growth on a long term basis. The fund invests the majority of its assets in securities of those companies which are involved in real estate industry. Investments are made in domestic and foreign companies inclusive of those from emerging nations. The growth mutual fund returned 13.25% over the last one year period.

Paul Gray in the Fund Manager and he has been managing this real estate mutual fund since 1999.

Cohen & Steers Realty Income A (CSEIX) invests in securities issued by those companies which are related to real estate. A maximum of 20% of assets is also invested in debt issued or backed by real estate firms. The growth mutual fund returned 9.71% over the last one year period.

The real estate mutual fund has an expense ratio of 1.25% compared to a category average of 1.35%.

Forward Real Estate (FFREX) seeks a capital growth along with income. The fund invests the majority of its assets in securities of companies which are related directly to the real estate sector. The growth mutual fund returned 9.69% over the last one year period.

As of June 2013, this real-estate mutual fund held 69 issues, with 8.39% of its total assets invested in Simon Property Group Inc.

Spirit of America Real Estate Income & Group A (SOAAX) invests in equity REITs and equity securities of real estate companies. Investments can also be made in mortgage-backed securities, master limited partnerships, short-term investments and taxable municipal obligations. The growth mutual fund returned 7.33% over the last one year period.

Raymond A. Mathis is the Fund Manager and he has been managing this real estate mutual fund since 2008.

Phocas Real Estate (PHREX) seeks total investment return via capital growth and current income on a long term basis. The fund invests a large portion of its assets in equity REITs. The fund also invests in those companies which are involved in management of underlying real estate assets. The growth mutual fund returned 9.10% over the last one year period.

The real estate mutual fund has an expense ratio of 1.50% compared to a category average of 1.35%.

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.

Read the analyst report on KSRAX

Read the analyst report on CSEIX

Read the analyst report on FFREX

Read the analyst report on SOAAX

Read the analyst report on PHREX

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