Touchstone Global Real Estate Inst (TRFIX)
14.10
0.08(0.57%) May 17
| Prev Close: | 14.02 |
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| YTD Return*: | 2.49% |
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| Net Assets*: | 22.57M |
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| Yield*: | 3.15% |
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* As of 28-Feb-13
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Headlines
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 22.57M |
| Category: | Global Real Estate |
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| Annual Report Expense Ratio (net): | 0.99% |
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Performance & Risk
| YTD Return: | 2.49% |
| 5y Avg Return: | N/A |
| Rank in Category (ytd): | 61 |
| % Rank in Category (ytd): | 30.35% |
| Beta (3y): | 0.99 |
| Morningstar Risk Rating: | 3 |
Fund Summary
The investment seeks capital appreciation.
The fund invests, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in common stocks and other equity securities of U.S. and foreign real estate companies without regard to market capitalization. It will invest significantly (generally 40% or more of the fund's assets) in real estate equity securities of companies domiciled outside the U.S. or with a majority of their assets or real estate activities outside the U.S. The fund is non-diversified.
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