KIRAX (Forward:Intl RE;A)
Net Asset Value: 17.71
1-Day Return:
-0.16 (-0.90%)
YTD Return as of 4/5/13:
2.49%
Classification: Intl Real Estate Funds Objective: Intl Real Estate Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 2.49 | 25.49 | 16.03 | 1.92 | NA |
| Classification | 6.09 | 29.29 | 11.44 | 0.27 | 11.79 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 87 | 77 | 5 | 12 | NA |
Fund Stats
More| Investment Objective: | Intl Real Estate |
|---|---|
| Net Assets ($Mil) | 61.30 |
| Inception Date: | 4/28/06 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 1.65% |
|
Sales Charge:
Load Type:
|
Front-End Load 5.75% 0.00% |
Top 10 Holdings (As of 10/31/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Csi Properties Ltd Ord | NA | 9.22 |
| Holloway Lodging Real Estate Investment Trust | NA | 6.96 |
| Soundwill Holdings Ltd Ord | NA | 3.97 |
| Brookfield Office Properties Inc | BPO | 3.41 |
| Astro Japan Property | NA | 3.25 |
| Dundee Real Estate Investment Trust | NA | 2.68 |
| Westfield Group | NA | 2.45 |
| Wing Tai Properties Ltd Ord | NA | 2.43 |
| Northern Property Reit | NA | 2.24 |
| Allied Properties Real Estate Investment Trust | NA | 2.02 |
| % of Total Holdings | 38.63 | |
