Nasdaq - Delayed Quote USD

Gerstein Fisher Multi-Factor Global Real Estate Securities Fund (GFMRX)

7.39 -0.00 (-0.01%)
As of October 28 at 7:44 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating 3
YTD Return 10.92%
5y Average Return 8.33%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Feb 4, 2019) 22.49%
Worst 1Y Total Return (Feb 4, 2019) -5.59%
Best 3Y Total Return 22.49%
Worst 3Y Total Return 3.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GFMRX
Category
YTD
22.49%
14.32%
1-Month
0.21%
0.73%
3-Month
3.23%
8.73%
1-Year
22.49%
32.33%
3-Year
8.42%
7.75%
5-Year
6.49%
6.57%
10-Year
0.00%
6.49%
Last Bull Market
0.00%
23.44%
Last Bear Market
0.00%
-20.52%

Annual Total Return (%) History

Year
GFMRX
Category
2019
22.49%
23.45%
2018
-5.59%
-7.11%
2017
10.21%
15.12%
2016
6.53%
1.97%
2015
0.86%
-0.92%
2014
19.76%
11.67%
2013
--
2.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2019 15.08% 0.39% 2.71% 3.23%
2018 -3.40% 3.67% -0.14% -5.60%
2017 2.67% 3.20% 1.43% 2.55%
2016 6.29% 4.04% 0.97% -4.59%
2015 4.31% -6.14% -1.81% 4.92%
2014 5.62% 6.92% -3.49% 9.87%
2013 1.00% -0.20% -- --

Rank in Category (By Total Return)

YTD 59
1-Month 86
3-Month 45
1-Year 59
3-Year 69
5-Year 35

Load Adjusted Returns

1-Year 22.49%
3-Year 8.42%
5-Year 6.49%
10-Year --

Performance & Risk

YTD Return 10.92%
5y Average Return 8.33%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.59
Morningstar Risk Rating

Fund Overview

Category Global Real Estate
Fund Family Gerstein Fisher
Net Assets 153.39M
YTD Return 22.49%
Yield 4.63%
Morningstar Rating
Inception Date Apr 30, 2013

Fund Summary

Under normal market conditions, at least 80% of the fund's net assets will be invested in income-producing common stocks and other real estate securities, including real estate investment trusts ("REITs"). It invests in securities of issuers from at least three different countries (including the United States), with at least 40% of the fund's net assets invested in foreign securities. The fund may invest up to 20% of its net assets in debt securities of any rating or maturity, including high yield debt securities (otherwise known as "junk bonds"), that are issued or guaranteed by real estate and other companies.

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