4 Best-Performing Real Estate Mutual Funds So Far In 2020

The question here is why should investors consider mutual funds? Reduced transaction costs and diversification of portfolio without several commission charges that are associated with stock purchases are primarily why one should be parking money in mutual funds.

DWS RREEF Real Estate Securities Fund - Class A (RRRAX - Free Report) aims for long-term capital appreciation and current income. The fund invests the majority of its assets and the amount of any borrowing for investment purposes in equity securities of real estate investment trusts (REITs) and real estate companies.

This Zacks sector – Real Estate has a history of positive total returns for more than 10 years.

RRRAX carries a Zacks Mutual Fund Rank #1 and has an annual expense ratio of 0.98%, which is below the category average of 1.20%. It has returned 2.4% over the past three years. The fund has a minimum initial investment of $1,000.

John Hancock Funds II Real Estate Securities Fund Class 1 (JIREX - Free Report) aims to achieve a combination of long-term capital appreciation and current income. The fund invests the majority of its assets in equity securities of REITs and real estate companies. This non-diversified fund may invest 10% of its funds in securities of foreign real estate companies.

This Zacks sector – Real Estate has a history of positive total returns for more than 10 years.

JIREX carries a Zacks Mutual Fund Rank #1 and has an annual expense ratio of 0.80%, which is below the category average of 1.20%. It has returned 2.6% over the past 3 years. The fund has no minimum initial investment.

Fidelity Real Estate Income Fund (FRIFX - Free Report) aims for higher-than-average income and gives capital growth secondary importance. The fund basically invests in preferred and common stocks of REITs, debt securities of real estate entities, and commercial and other mortgage-backed securities. The fund invests primarily in domestic and foreign real estate issuers.

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