Top 25 Specialty-Real Estate Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2010-03-17
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
CGM Realty CGMRX SR --- 2500 104.73 1.92 10.76 19.30
Fidelity Real Estate Income FRIFX SR --- 2500 57.39 -0.37 3.41 ---
REMS Real Estate Value Opportunity Instl HLRRX SR --- 50000 114.67 -1.89 5.42 ---
Forward Select Income Institutional KIFYX SR --- 100000 129.42 -3.63 --- ---
Forward Select Income A KIFAX SR 5.75 4000 128.92 -3.91 0.13 ---
Forward Select Income A Load Waived KIFAX.LW SR --- 4000 128.92 -3.91 0.13 ---
Forward Select Income C KIFCX SR --- 4000 127.20 -4.70 -0.69 ---
Forward Select Income B KIFBX SR --- 4000 127.06 -4.71 -0.70 ---
AIM Select Real Estate Income A LW ASRAX.LW SR --- 1000 72.73 -4.88 4.44 ---
AIM Select Real Estate Income A ASRAX SR 5.50 1000 72.73 -4.88 4.44 ---
Stratton Monthly Dividend REIT STMDX SR --- 2000 92.98 -5.06 3.97 10.55
Neuberger Berman Real Estate Tr NBRFX SR --- 1000 109.31 -6.28 6.52 ---
Phocas Real Estate PHREX SR --- 5000 97.09 -7.28 --- ---
GE Investments Funds Real Estate Secs 1 FVUSA0012S SR --- --- 107.47 -7.61 5.17 11.32
GE Investments Funds Real Estate Secs 1 FVUSA0012S SR --- --- 107.47 -7.61 5.17 11.32
GE Investments Funds Real Estate Secs 1 FVUSA0012S SR --- --- 107.47 -7.61 5.17 11.32
First American Real Estate Secs Y FARCX SR --- 0 101.23 -7.67 6.31 12.84
Managers Real Estate Securities MRESX SR --- 2000 107.90 -7.68 5.26 10.27
Cohen & Steers Realty Income I CSDIX SR --- 1000000 119.17 -7.82 2.88 10.55
First American Real Estate Secs A FREAX SR 5.50 2500 100.67 -7.89 6.05 12.57
First American Real Estate Secs A LW FREAX.LW SR --- 2500 100.67 -7.89 6.05 12.57
Principal Real Estate Securities 1 FVUSA001DV SR --- 0 97.37 -7.90 5.72 12.55
Principal Real Estate Securities 1 FVUSA001DV SR --- 0 97.37 -7.90 5.72 12.55
Principal Real Estate Securities 1 FVUSA001DV SR --- 0 97.37 -7.90 5.72 12.55
PIMCO Real Estate Real Return Strategy I PRRSX SR --- 5000000 159.20 -8.06 4.42 ---
*10 year return calculated as of 2010-02-28