Real Assets Adviser’s Top Ranks Guides are produced monthly and feature a different fund category that is relevant to the alternatives marketplace. These guides are available at no charge through Real Assets Adviser’s Resource Center.
The 50 top-performing REITs saw their share prices retreat by -6.41 percent through March 1, according to data compiled by Morningstar – a sharp contrast compared with the 51.95 advance in share prices for the 12 months ended March 1. Source: Morningstar
Taken as a group, this class of 25 funds returned a 12-month average of 14.84 percent to stakeholders. Source: Morningstar
Taken as a group, the combined average return of the 25 energy ETFs and ETNs in this guide was 55.25 percent. Source: Morningstar
The top 25 ranked real estate mutual funds produced a 36.34 percent cumulative return during the past 12 months ending Nov. 30. Source: Morningstar
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