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 2008-08-22
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
CGM Realty CGMRX SR --- 2500 13.94 22.14 29.88 22.33
First American Real Estate Secs Y FARCX SR --- 0 -7.11 8.37 15.83 13.45
First American Real Estate Secs A FREAX SR 5.50 1000 -7.37 8.09 15.53 13.17
First American Real Estate Secs A LW FREAX.LW SR --- 1000 -7.37 8.09 15.53 13.17
First American Real Estate Secs R FRSSX SR --- 0 -7.55 7.84 15.30 ---
First American Real Estate Secs B FREBX SR --- 1000 -8.01 7.31 14.67 12.32
First American Real Estate Secs C FRLCX SR --- 1000 -8.07 7.29 14.68 ---
Morgan Stanley Inst US Real Estate I MSUSX SR --- 5000000 -11.07 7.13 16.14 13.23
ING VP Real Estate I IVPRX SR --- 0 -5.92 7.00 --- ---
AIM Real Estate Inst IARIX SR --- 1000000 -10.07 6.98 --- ---
JPMorgan Realty Income Instl URTLX SR --- 3000000 -8.23 6.97 15.29 13.56
Morgan Stanley Real Estate I REFDX SR --- 5000000 -11.31 6.92 15.97 ---
Morgan Stanley Inst US Real Estate P MUSDX SR --- 1000000 -11.28 6.86 15.81 12.90
ING VP Real Estate S FOUSA05IX7 SR --- 0 -6.17 6.75 --- ---
ING Real Estate Instl CRARX SR --- 250000 -6.80 6.68 15.04 12.39
Morgan Stanley Real Estate A REFAX SR 5.25 1000 -11.50 6.67 15.70 ---
Morgan Stanley Real Estate A LW REFAX.LW SR --- 1000 -11.50 6.67 15.70 ---
SSgA Tuckerman Active REIT SSREX SR --- 1000 -8.31 6.66 15.38 13.20
Phoenix Real Estate Securities A PHRAX SR 5.75 500 -7.97 6.65 14.91 13.76
Phoenix Real Estate Securities A LW PHRAX.LW SR --- 500 -7.97 6.65 14.91 13.76
American Century Real Estate Instl REAIX SR --- 5000000 -8.88 6.65 14.46 12.44
PIMCO RealEstateRealReturn Strategy I PRRSX SR --- 5000000 0.31 6.58 --- ---
ING Van Kampen Real Estate I IVRIX SR --- 0 -11.57 6.55 15.76 ---
JPMorgan U.S. Real Estate Sel SUIEX SR --- 1000000 -8.85 6.55 --- ---
JPMorgan Realty Income A URTAX SR 5.25 1000 -8.63 6.52 --- ---
*10 year return calculated as of 2008-07-31