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 2009-11-20
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
CGM Realty CGMRX SR --- 2500 97.84 -2.20 11.73 17.83
Fidelity Real Estate Income FRIFX SR --- 2500 48.50 -2.48 1.93 ---
REMS Real Estate Value Opportunity Instl HLRRX SR --- 50000 95.44 -7.09 2.16 ---
AIM Select Real Estate Income A LW ASRAX.LW SR --- 1000 71.82 -7.53 2.23 ---
AIM Select Real Estate Income A ASRAX SR 5.50 1000 71.82 -7.53 2.23 ---
Forward Select Income Institutional KIFYX SR --- 100000 127.35 -8.90 --- ---
Forward Select Income A KIFAX SR 5.75 4000 126.09 -9.18 -2.99 ---
Forward Select Income A Load Waived KIFAX.LW SR --- 4000 126.09 -9.49 -3.80 ---
Forward Select Income B KIFBX SR --- 4000 124.34 -9.93 -3.79 ---
Forward Select Income C KIFCX SR --- 4000 124.35 -9.93 -3.79 ---
TIAA Real Estate Account FVUSA04B8Y SR --- 0 -33.26 -10.03 -0.90 3.58
TIAA Real Estate Account FVUSA04B8Y SR --- 0 -33.26 -10.03 -0.90 3.58
Stratton Monthly Dividend REIT STMDX SR --- 2000 85.69 -10.07 0.59 8.70
JNL/AIM Global Real Estate B FVUSA04AYR SR --- 0 73.90 -10.60 --- ---
JNL/AIM Global Real Estate B FVUSA04AYR SR --- 0 73.90 -10.60 --- ---
JNL/AIM Global Real Estate A FVUSA04B2D SR --- 0 73.73 -10.76 --- ---
JNL/AIM Global Real Estate A FVUSA04B2D SR --- 0 73.73 -10.76 --- ---
Neuberger Berman Real Estate Tr NBRFX SR --- 1000 79.64 -11.25 3.23 ---
Phocas Real Estate PHREX SR --- 5000 89.18 -11.39 --- ---
GE Investments Funds Real Estate Secs 1 FVUSA0012S SR --- --- 94.56 -11.61 2.01 10.05
GE Investments Funds Real Estate Secs 1 FVUSA0012S SR --- --- 94.56 -11.61 2.01 10.05
GE Investments Funds Real Estate Secs 1 FVUSA0012S SR --- --- 94.56 -11.61 2.01 10.05
Managers Real Estate Securities MRESX SR --- 2000 94.18 -11.71 2.29 8.76
Commonwealth Real Estate Securities CNREX SR --- 200 66.41 -12.08 -1.92 ---
First American Real Estate Secs Y FARCX SR --- 0 77.34 -12.28 3.08 11.38
*10 year return calculated as of 2009-10-31