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 2009-11-06
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Fidelity Real Estate Income FRIFX SR --- 2500 29.77 -2.57 1.74 ---
CGM Realty CGMRX SR --- 2500 21.11 -2.92 11.14 17.83
REMS Real Estate Value Opportunity HLRRX SR --- 50000 24.29 -7.51 1.63 ---
AIM Select Real Estate Income A ASRAX SR 5.50 1000 24.78 -7.74 1.75 ---
AIM Select Real Estate Income A LW ASRAX.LW SR --- 1000 24.78 -7.74 1.75 ---
Forward Select Income Institutional KIFYX SR --- 100000 54.23 -9.34 --- ---
Forward Select Income A KIFAX SR 5.75 4000 53.55 -9.61 -3.41 ---
Forward Select Income A Load Waived KIFAX.LW SR --- 4000 53.55 -9.61 -3.41 ---
TIAA Real Estate Account FVUSA04B8Y SR --- 0 -33.87 -9.63 -0.68 3.58
TIAA Real Estate Account FVUSA04B8Y SR --- 0 -33.87 -9.63 -0.68 3.58
JNL/AIM Global Real Estate B FVUSA04AYR SR --- 0 25.66 -9.74 --- ---
JNL/AIM Global Real Estate B FVUSA04AYR SR --- 0 25.66 -9.74 --- ---
JNL/AIM Global Real Estate A FVUSA04B2D SR --- 0 25.38 -9.96 --- ---
JNL/AIM Global Real Estate A FVUSA04B2D SR --- 0 25.38 -9.96 --- ---
Stratton Monthly Dividend REIT STMDX SR --- 2000 23.76 -10.15 -0.10 8.70
Forward Select Income B KIFBX SR --- 4000 52.31 -10.35 -4.19 ---
Forward Select Income C KIFCX SR --- 4000 52.22 -10.37 -4.20 ---
Neuberger Berman Real Estate Tr NBRFX SR --- 1000 19.84 -11.39 2.42 ---
Phocas Real Estate PHREX SR --- 5000 20.88 -11.72 --- ---
GE Investments Funds Real Estate Secs 1 FVUSA0012S SR --- --- 22.21 -11.87 1.03 10.05
GE Investments Funds Real Estate Secs 1 FVUSA0012S SR --- --- 22.21 -11.87 1.03 10.05
GE Investments Funds Real Estate Secs 1 FVUSA0012S SR --- --- 22.21 -11.87 1.03 10.05
Commonwealth Real Estate Securities CNREX SR --- 200 22.43 -11.94 -2.14 ---
Managers Real Estate Securities MRESX SR --- 2000 21.46 -11.96 1.35 8.76
First American Real Estate Secs Y FARCX SR --- 0 16.93 -12.31 2.33 11.38
*10 year return calculated as of 2009-10-31