REIT Mutual Fund Performance
Top 25 Funds Ranked by YTD % Change |
| Name of Fund |
FPO Date |
YTD %
Change
(12/31/03
to 6/18/04) |
Rank* |
Last Month
% Change
(5/18/04
to 6/18/04) |
Rank* |
One Year
% Change
(6/18/03
to 6/18/04) |
Rank* |
| Cohen & Steers Special Equity |
5/8/97 |
9.11 |
1 |
8.26 |
5 |
38.37 |
1 |
| Security Capital U.S. Real Estate |
12/20/96 |
6.69 |
2 |
8.27 |
4 |
29.14 |
9 |
| T. Rowe Price Real Estate |
10/31/97 |
6.19 |
3 |
7.25 |
24 |
28.54 |
11 |
| ING Global Real Estate A |
11/5/01 |
6.07 |
4 |
8.24 |
6 |
30.60 |
5 |
| SSgA Tuckerman Active REIT |
4/29/98 |
5.65 |
5 |
7.94 |
8 |
27.50 |
17 |
| Cohen & Steers Realty Shares |
7/2/91 |
5.60 |
6 |
7.28 |
22 |
29.02 |
10 |
| Strategic Partners Real Estate Sec. B |
5/5/98 |
5.59 |
7 |
8.74 |
2 |
31.33 |
4 |
| AIM Real Estate A |
12/31/96 |
5.40 |
8 |
7.43 |
15 |
29.94 |
6 |
| Van Kempen Real Estate Sec. A |
6/9/94 |
5.35 |
9 |
6.98 |
36 |
27.01 |
20 |
| Morgan Stanley Real Estate B |
4/28/99 |
5.16 |
10 |
6.86 |
39 |
26.60 |
26 |
| Third Avenue Real Estate Value |
9/17/98 |
5.10 |
11 |
5.95 |
50 |
24.39 |
38 |
| Pioneer Real Estate A |
10/25/93 |
5.07 |
12 |
7.05 |
34 |
27.16 |
18 |
| PBHG REIT PBHG |
3/6/89 |
5.00 |
13 |
7.43 |
15 |
26.34 |
28 |
| Alpine Realty Income & Growth Y |
12/29/98 |
4.95 |
14 |
7.26 |
23 |
23.96 |
41 |
| Oppenheimer Funds Real Estate A |
3/4/02 |
4.95 |
14 |
6.96 |
37 |
29.22 |
7 |
| Davis Real Estate A |
1/3/94 |
4.73 |
16 |
6.94 |
38 |
27.14 |
19 |
| WM REIT A |
3/3/03 |
4.63 |
17 |
8.22 |
7 |
27.66 |
15 |
| Phoenix-Duff & Phelps Real Estate A |
3/1/95 |
4.58 |
18 |
7.39 |
18 |
28.40 |
12 |
| American Century Real Estate Inv |
9/21/95 |
4.32 |
19 |
7.80 |
10 |
27.66 |
15 |
| CDC Nvest AEW Real Estate A |
12/29/00 |
4.32 |
19 |
7.23 |
26 |
26.75 |
23 |
| AssetMark Real Estate Securities |
6/29/01 |
4.26 |
21 |
7.09 |
32 |
23.87 |
42 |
| Alpine U.S. Real Estate Equity Y |
9/1/93 |
4.22 |
22 |
5.60 |
52 |
33.02 |
3 |
| Goldman Sachs Real Estate A |
7/27/98 |
4.21 |
23 |
7.35 |
20 |
27.69 |
14 |
| Fidelity Real Estate Investment |
11/17/86 |
4.12 |
24 |
7.53 |
12 |
26.16 |
29 |
| Fremont Real Estate Securities |
12/31/97 |
4.08 |
25 |
6.36 |
45 |
25.72 |
32 |
| Average: |
|
3.83 |
|
6.95 |
|
25.99 |
|
| Median: |
|
3.90 |
|
7.15 |
|
26.51 |
|
| High: |
|
9.11 |
|
10.72 |
|
38.37 |
|
| Low: |
|
-2.03 |
|
-1.63 |
|
9.46 |
|
| Dollar Weighted Average: |
|
3.92 |
|
7.02 |
|
26.02 |
|
| Number of Funds* |
|
53 |
|
56 |
|
52 |
|
Source: Lipper.
* Note: Includes only largest retail class per fund. |
