For Immediate Release
Chicago, IL – March 30, 2010 – Today Zacks.com features the Top 5 Real Estate Funds; DWS RREEF Real Estate Securities A (RRRAX), JPMorgan US Real Estate A (SUSIX), Forward Select Income A (KIFAX), Cohen & Steers Realty Shares (CSRSX) and Natixis AEW Real Estate A (NRFAX). These Real Estate funds are given our highest rating; Zacks #1 Ranked Strong Buys. That means we expect these funds to outperform their peers in the future.
Zacks.com provides exclusive ratings on over 18,000 funds in 42 different categories. To learn more about Zacks Mutual Fund Rank, click here. http://at.zacks.com/?id=6760
Zacks #1 Ranked Real Estate Funds
DWS RREEF Real Estate Securities A (RRRAX) seeks long term capital growth and current income. At least 80% of its assets are invested in equity securities of real estate investment trusts and real estate companies. It is non-diversified and may also invest in preferred or convertible stocks. The real-estate fund returned 96.94% over the last one year period.
Asad W. Kazim is the fund manager and he has managed this real estate fund since 2005.
JPMorgan US Real Estate A (SUSIX) invests the majority of its assets in domestic real estate companies whose securities are traded publicly. At least 25% of its assets are invested in companies with interests in the real estate sector. The fund has a ten year annualized return of 10.13%.
The real-estate fund has an expense ratio of 1.18% compared to a category average of 1.50%.
Forward Select Income A (KIFAX) seeks long term capital appreciation as well as current income. It invests heavily in real estate investment trusts and real estate companies. It focuses on preferred stock and debt, but may also invest in common stock, rights and warrants. The real-estate fund returned 115.42% in the last one year period.
The real-estate fund has a minimum initial investment of $4,000 and an expense ratio of 1.52% compared to a category average of 1.50%.
Cohen & Steers Realty Shares (CSRSX) invests the majority of its assets in equity securities of real estate companies. It invests in common and preferred stock, convertible securities and shares of real estate investment trusts. The real-estate fund returned 100.27% in 2009 and has a ten year annualized return of 11.38%.
As of December 2009, this real-estate fund held 55 issues, with 10.29% of its total assets invested in Simon Property Group, Inc.
Natixis AEW Real Estate A (NRFAX) seeks capital appreciation and above average income. It invests heavily in shares of real estate investment trusts whose primary income is derived from rent of properties. The real-estate fund returned 96.31% over the last one year period.
Matthew A. Troxell is the Fund Manager and he has been managing this real estate fund since 2000.
To view the Zacks Rank and past performance of all Real Estate Funds then click here.
About Zacks Mutual Fund Rank
The Zacks Mutual Fund Rank is a quantitative ratings system created by Len Zacks, a PHD in mathematics from MIT. The goal of the rank is simple; goal to help investors find the best mutual funds to beat the market.
To discover how the Zacks mutual fund rank works and to receive daily notifications on our fund rankings, click here:
http://at.zacks.com/?id=5855
About Zacks
Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978 by Len Zacks. The company continually processes stock reports issued by 3,000 analysts from 150 brokerage firms. It monitors more than 200,000 earnings estimates, looking for changes.
Then when changes are discovered, they’re applied to help assign more than 4,400 stocks into five Zacks Rank categories: #1 Strong Buy, #2 Buy, #3 Hold, #4 Sell, and #5 Strong Sell. This proprietary stock picking system; the Zacks Rank, continues to outperform the market by nearly a 3 to 1 margin.
To discover all Zacks has to offer investors like yourself, then go to our home page at www.zacks.com
Follow us on Twitter: http://twitter.com/zacksresearch
Join us on Facebook: http://www.facebook.com/home.php#pages/Zacks-Investment-Research/57553657748?ref=ts
Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.
Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
Contact: Jim Giaquinto
Company: Zacks.com
Phone: 312-265-9149
Email: pr@zacks.com
Visit: www.zacks.com
