Stratton Real Estate (STMDX)
* As of 31-Aug-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.97%|
Performance & Risk
|5y Avg Return:||16.35%|
|Rank in Category (ytd):||43|
|% Rank in Category (ytd):||15.41%|
|Morningstar Risk Rating:||2|
The investment seeks total return through investment in real estate securities.
Under normal circumstances, the fund seeks to achieve its objective by investing at least 80% of its net assets in securities of real estate and real estate related companies, or in companies which own significant real estate assets at the time of purchase ("real estate companies") including Real Estate Investment Trusts ("REITs"). Its dollar-weighted average maturity, under normal circumstances, will range between 0 and 10 years. View More