How To Stop COVID-19 From Derailing Your Retirement
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
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Fund Symbol | Dividend Yield | Annual Expense Ratio | Morningstar Rating |
---|---|---|---|
Vanguard REIT Index Fund (VGSIX) | 4% | 0.26% | 3/5 Stars |
T. Rowe Price Real Estate Fund (TRREX) | 2.40% | 0.76% | 4/5 Stars |
Fidelity Real Estate Fund (FRESX) | 2.40% | 0.78% | 4/5 Stars |
The Fidelity and T. Rowe Price funds offer a lower dividend yield than the Vanguard fund, but they make up for this by investing in higher-growth REITs. Both funds carry a 4/5 Morningstar rating, and both have outperformed the broader markets this year. The Fidelity and T. Rowe Price funds have returned 4% each this year, while the S&P 500 Index is down 1% year to date.
Of course, there are pros and cons of each fund that investors should carefully consider before buying.
Even if the Federal Reserve does raise rates, it likely will be a small increase – to 25 basis points. From there, it also is likely the Federal Reserve will take a cautious approach and raise rates slowly over time, so as not to endanger the economic recovery in the United States. As a result, it is likely the above-average dividend yields offered by REITs will still be attractive to income investors, even if interest rates rise slightly this year.
Interest rates remain near historic lows, as the U.S. Federal Reserve continues to delay raising interest rates. Interest rates have not been increased in a decade. This has resulted in very low yields across most asset classes. However, real estate investment trusts offer high yields, which are very strong yields in today’s investing climate.
Furthermore, these yields are attractive, whether rates rise this year or not. As a result, income investors who are starved for yield should consider diversifying their portfolios to include some REIT mutual funds.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
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Let’s take a look at a few key pieces of advice to stop...
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Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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Fund Symbol | Dividend Yield | Annual Expense Ratio | Morningstar Rating |
---|---|---|---|
Vanguard REIT Index Fund (VGSIX) | 4% | 0.26% | 3/5 Stars |
T. Rowe Price Real Estate Fund (TRREX) | 2.40% | 0.76% | 4/5 Stars |
Fidelity Real Estate Fund (FRESX) | 2.40% | 0.78% | 4/5 Stars |
The Fidelity and T. Rowe Price funds offer a lower dividend yield than the Vanguard fund, but they make up for this by investing in higher-growth REITs. Both funds carry a 4/5 Morningstar rating, and both have outperformed the broader markets this year. The Fidelity and T. Rowe Price funds have returned 4% each this year, while the S&P 500 Index is down 1% year to date.
Of course, there are pros and cons of each fund that investors should carefully consider before buying.
Even if the Federal Reserve does raise rates, it likely will be a small increase – to 25 basis points. From there, it also is likely the Federal Reserve will take a cautious approach and raise rates slowly over time, so as not to endanger the economic recovery in the United States. As a result, it is likely the above-average dividend yields offered by REITs will still be attractive to income investors, even if interest rates rise slightly this year.
Interest rates remain near historic lows, as the U.S. Federal Reserve continues to delay raising interest rates. Interest rates have not been increased in a decade. This has resulted in very low yields across most asset classes. However, real estate investment trusts offer high yields, which are very strong yields in today’s investing climate.
Furthermore, these yields are attractive, whether rates rise this year or not. As a result, income investors who are starved for yield should consider diversifying their portfolios to include some REIT mutual funds.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
News
Iuri Struta
|
Most equities have continued their rally these past two weeks, along with investment-grade...
Aaron Levitt
|
While tax-gains harvesting takes some planning to implement, it can help save investors...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...