Top 25 real estate funds ranked by 3-year return
Top 25 real estate funds ranked by 3-year return Click column headers to sort fields…
Top 25 real estate funds ranked by 3-year return
Click column headers to sort fields
| Rank | Fund name | 3-year % return |
|---|---|---|
| 1 | CGM Trust Realty Ticker: BIARX Assets ($M): 214.1 Year-to-date % return: 32.02 1-year return: 30.7 Mgmt Co.: Capital Growth Mgmt LP Mgr: G. Kenneth Heebner (800) 345-4048 |
35.28 |
| 2 | EII International Property Inst Ticker: EIIPX Assets ($M): 728.1 Year-to-date % return: -2.53 1-year return: 5.34 Mgmt Co.: EII Realty Securities Inc. Mgr: Nieuwland/Rehlaender (888) 323-8912 |
26.22 |
| 3 | Alpine International Real Estate Y Ticker: EGLRX Assets ($M): 2,546.4 Year-to-date % return: 7.71 1-year return: 13.56 Mgmt Co.: Alpine Woods Capital Investors LLC Mgr: Samuel A. Lieber (888) 785-5578 |
22.89 |
| 4 | Morgan Stanley Inst Int’l Real Estate Ticker: MSUAX Assets ($M): 1,546.4 Year-to-date % return: -11.71 1-year return: -4.87 Mgmt Co.: Morgan Stanley Inv Mgmt Mgr: team managed (800) 548-7786 |
19.41 |
| 5 | ING Global Real Estate A Ticker: IGLAX Assets ($M): 1,114.6 Year-to-date % return: -1.88 1-year return: 0.8 Mgmt Co.: ING Investments LLC Mgr: Ferguson/Burton/Smith (800) 992-0180 |
19.22 |
| 6 | Fidelity International Real Estate Ticker: FIREX Assets ($M): 989.5 Year-to-date % return: -2.45 1-year return: 4.88 Mgmt Co.: Fidelity Management and Research Co. Mgr: Steven J. Buller (877) 208-0098 |
19.16 |
| 7 | TA IDEX Clarion Global Real Estate Securities Ticker: ICRAX Assets ($M): 6.1 Year-to-date % return: -2.62 1-year return: 0.23 Mgmt Co.: Transamerica IDEX Mutual Funds Mgr: team managed (888) 223-4339 |
18.29 |
| 8 | Dryden Global Real Estate A Ticker: PURAX Assets ($M): 254.7 Year-to-date % return: -2.18 1-year return: -3.07 Mgmt Co.: Strategic Partners Mutual Funds Mgr: team managed (800) 225-1852 |
17.69 |
| 9 | AllianceBernstein Global Real Estate Inv II Inst Ticker: ARIIX Assets ($M): 1,540.6 Year-to-date % return: -2.51 1-year return: -3.99 Mgmt Co.: AllianceBernstein LP Mgr: Marzano/Paul (800) 221-5672 |
15.77 |
| 10 | Morgan Stanley Inst U.S. Real Estate A Ticker: MSUSX Assets ($M): 1,245.4 Year-to-date % return: -11.58 1-year return: -12.11 Mgmt Co.: Morgan Stanley Inv Mgmt Mgr: Theodore R. Bigman (800) 548-7786 |
15.17 |
| 11 | AllianceBernstein Global Real Estate Inv A Ticker: AREAX Assets ($M): 178.5 Year-to-date % return: -3.82 1-year return: -5.31 Mgmt Co.: AllianceBernstein LP Mgr: Marzano/Paul (800) 221-5672 |
15.03 |
| 12 | Morgan Stanley Real Estate A Ticker: REFAX Assets ($M): 46.7 Year-to-date % return: -11.45 1-year return: -12 Mgmt Co.: Morgan Stanley Inv Mgmt Mgr: Theodore R. Bigman (800) 869-6397 |
14.81 |
| 13 | First American Real Estate Y Ticker: FARCX Assets ($M): 656.1 Year-to-date % return: -11.17 1-year return: -12.52 Mgmt Co.: FAF Advisors Inc. Mgr: Rosenberg/Wenker (800) 677-3863 |
14.62 |
| 14 | Van Kampen Real Estate Securities A Ticker: ACREX Assets ($M): 645.9 Year-to-date % return: -12.23 1-year return: -12.78 Mgmt Co.: Van Kampen Asset Management Mgr: Theodore R. Bigman (800) 421-5666 |
14.12 |
| 15 | SEI Inst Mgd Trust Real Estate A Ticker: SETAX Assets ($M): 250.3 Year-to-date % return: -11.96 1-year return: -12.93 Mgmt Co.: SEI Group Mgr: team managed (800) 342-5734 |
13.95 |
| 16 | JPMorgan Realty Income Inst Ticker: URTLX Assets ($M): 105.6 Year-to-date % return: -9.93 1-year return: -11.43 Mgmt Co.: Strategic Partners Mutual Funds Mgr: Blasdell/Herr (800) 480-4111 |
13.83 |
| 17 | Oppenheimer Real Estate A Ticker: OREAX Assets ($M): 265 Year-to-date % return: -11.11 1-year return: -12.49 Mgmt Co.: OppenheimerFunds Inc. Mgr: Scott C. Westphal (800) 225-5677 |
13.7 |
| 18 | SSgA Tuckerman Active REIT Ticker: SSREX Assets ($M): 137 Year-to-date % return: -10.31 1-year return: -12.24 Mgmt Co.: State Street Bank and Trust Mgr: Pace/Rogers/Sensoy (800) 997-7327 |
13.65 |
| 19 | Third Avenue Real Estate Ticker: TAREX Assets ($M): 2,937.5 Year-to-date % return: -5.37 1-year return: -4.53 Mgmt Co.: Third Avenue Management Inc. Mgr: Michael H. Winer (800) 443-1021 |
13.53 |
| 20 | DWS RREEF Real Estate Inst Ticker: RRRRX Assets ($M): 507 Year-to-date % return: -10.71 1-year return: -12.11 Mgmt Co.: DWS Scudder Mgr: team managed (800) 730-1313 |
13.41 |
| 21 | John Hancock Real Estate A Ticker: JREAX Assets ($M): 42.9 Year-to-date % return: -8.22 1-year return: -8.67 Mgmt Co.: John Hancock Group Mgr: team managed (800) 225-5291 |
13.38 |
| 21 | JPMorgan U.S. Real Estate A Ticker: SUSIX Assets ($M): 316.3 Year-to-date % return: -13.02 1-year return: -14.29 Mgmt Co.: JPMorgan Funds Mgr: team managed (800) 480-4111 |
13.38 |
| 23 | Fidelity Advisor Real Estate A Ticker: FHEAX Assets ($M): 118.1 Year-to-date % return: -13.15 1-year return: -14.95 Mgmt Co.: Fidelity Management and Research Co. Mgr: Sam Wald (877) 208-0098 |
13.32 |
| 24 | American Century Real Estate Inv 13.21 Ticker: REACX Assets ($M): 1,022.2 Year-to-date % return: -10.99 1-year return: -12.38 Mgmt Co.: American Century Investment Management Inc. Mgr: team managed (800) 345-2021 |
|
| 25 | Phoenix Real Estate Securities A Ticker: PHRAX Assets ($M): 1,136.1 Year-to-date % return: -11.71 1-year return: -13.16 Mgmt Co.: Phoenix Inv Partners Ltd. Mgr: Schatt/Dybas (800) 243-1574 |
13.1 |
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