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 2009-11-23
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
CGM Realty CGMRX SR --- 2500 92.89 -2.48 11.64 17.83
Fidelity Real Estate Income FRIFX SR --- 2500 49.51 -2.54 1.90 ---
REMS Real Estate Value Opportunity Instl HLRRX SR --- 50000 92.49 -7.01 2.15 ---
AIM Select Real Estate Income A LW ASRAX.LW SR --- 1000 68.00 -7.65 1.91 ---
AIM Select Real Estate Income A ASRAX SR 5.50 1000 68.00 -7.65 1.91 ---
Forward Select Income Institutional KIFYX SR --- 100000 144.64 -8.84 --- ---
Forward Select Income A KIFAX SR 5.75 4000 143.26 -9.12 -3.01 ---
Forward Select Income A Load Waived KIFAX.LW SR --- 4000 143.26 -9.43 -3.81 ---
Forward Select Income B KIFBX SR --- 4000 141.52 -9.86 -3.79 ---
Forward Select Income C KIFCX SR --- 4000 141.43 -9.86 -3.80 ---
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 77.15 -10.13 0.35 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 71.39 -11.54 3.11 ---
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
Phocas Real Estate PHREX SR --- 5000 83.70 -11.82 --- ---
Managers Real Estate Securities MRESX SR --- 2000 84.40 -11.99 2.17 8.76
Commonwealth Real Estate Securities CNREX SR --- 200 66.41 -12.08 -1.92 ---
AllianceBern VPS Real Estate A FVUSA0025F SR --- 0 81.99 -12.47 1.79 10.22
*10 year return calculated as of 2009-10-31