Mutual Fund Tools

Top Ten Funds List

Top Ten Funds Lists

Top Mutual Funds – Real Estate Funds
(Last updated on November 13, 2008)

Most funds have multiple share classes. Only one share class per fund is shown below, but different share classes of a fund may have different returns. You should review all the share classes of a fund and choose the one which best meets your investment objectives.

Screener Results
Fund Name Morningstar Risk YTD Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) 10-Year Return (%)
CGM Realty High 9.35 32.58 33.43 38.71 21.90
Morgan Stanley Inst Intl Real Estate I Below Average 3.87 -19.83 15.23 26.36 13.67
Alpine International Real Estate Average -5.41 -13.91 15.25 24.94 11.84
Dryden Global Real Estate Z Below Average 4.00 -11.21 15.89 23.19 --
ING Global Real Estate A Low 4.48 -9.21 16.90 22.91 --
Morgan Stanley Real Estate I Average 11.92 -9.89 15.31 21.32 --
Morgan Stanley Inst US Real Estate I Average 11.76 -10.59 15.32 21.27 13.43
ING Van Kampen Real Estate S Average 12.71 -10.33 14.72 20.85 12.99
Cohen & Steers Realty Shares Instl Above Average 13.07 -9.47 13.64 20.64 --
Transamerica Clarion Glb Real Est S A LW Below Average 4.43 -9.45 17.11 20.57 --
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