Apts.,
Diversified, HealthCare, Hotels, Industrial, MH Parks, Offices, Retail (4), Storage, Specialty.
Comc'l, Resd'l, Both
Constr., Developers,
Hme Bldrs, Lodging,
MH Mfgs, OnSite Tech, Resorts, Services,
Tech, Timberland
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Find the Right
Real Estate Mutual Fund(s)
For You.
RealtyFunds covers over 50 real estate mutual funds and has over twice the fund coverage of other popular sources. It is constantly updated and provides an easy format to learn about realty funds. Most importantly, RealtyFunds helps individual investors select a fund for themselves, or it can help brokers, advisors and financial analysts select funds for their clients.
If you have some knowledge or real estate funds, we suggest you first view "Fund Listings" to become familiar with the differences among funds and see if you are already acquainted with any real estate mutual funds or fund families. You may want to compare the fund(s) with which you have some knowledge to others contained in the listings. Examine vital fund information including: returns - YTD, one, three and five years;
loads (a front end commission or surcharge), expense ratios and fees; and ratings. You may decide that one or more other funds are of interest to you. Click a fund symbol to get more information.
Should you not be very knowledgeable about mutual funds or the terms used in the lists, we suggest you review the articles and reading materials "About Mutual Funds" and current "News and Articles."
If you do not have any familiarity with specific real estate mutual funds nor care to review such funds by fund families, you will want to visit "Fund Rankings." This is a good way to narrow down real estate mutual funds for your consideration. For instance:
You may want a fund with a high
rating, such as four or five stars, for example. Most real estate mutual funds are so new they are not yet rated. Some people prefer newer funds anyway because they feel more effort is taken into providing superior returns. Others believe they will have higher and more secure returns with highly rated funds.
The past performance of a fund is no guarantee of its future performance, but it is still an important factor to consider. All funds are ranked by
1 year returns and include YTD, 3 and 5 year returns. Also, listings of
top funds over different time periods are provided.
The greater the expense ratio, the more the portfolio is churned, that is, stocks are more frequently sold and bought. This may also indicate a greater proportion of capital gains taxes as well. All funds are listed by
expense ratios and also include other fees and loads.
These factors noted above should help you narrow your search and can make selecting the appropriate real estate mutual fund(s) easier for you.
One of the most important issues for many investors is to select a no load fund. Separate lists are provided for such funds both
with and
without 12b-1 fees. These lists indicate the amount of these fees and the loads; they are ranked by expense ratios.
Once you narrow your selection, it can be helpful to review "Daily Updates" to check on the most recent price of certain funds. The
detailed report includes fund names, charts, annual price range, daily prices and links to fund profiles and possibly news. The
basic report is a summary table containing the fund symbol and daily price change. These updates help you compare performances amongst funds, especially the chart feature of the detailed report, and obtain detailed fund information from a source different than the other lists. It may help you finalize your mutual fund selection.
If you become a
Member, you can even have easy access contact information with the phone number and address of the fund you like most. In addition, you can more readily find information from various sources on each fund to help you investigate and make your final selection, including management information, where you can buy the fund, and, of particular interest to many, the individual top 10 holdings of most funds. As a comparison, we have assembled an overall list of top 10 holdings from real estate mutual funds, indicated both by the percentage owned and the frequency with which the top 10 issues appears. This may also help influence your decision on whether you want a fund that has popular holdings, or not. If you are thinking of buying a REIT, the top 10 holdings of REITs may also be helpful to you.
Good hunting for a real estate mutual fund!
REALTY FUND SPONSORS
Become a RealtyFund Sponsor and have a profile created for your mutual fund. See our SAMPLE! It can be registered in all major search engines. Also, Inquire about our advertising banners!
E-MAIL: stocks@inrealty.com
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