21.11%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| CGMRX | 21.11 | -46.00 | 34.00 | 29.00 | 26.00 | 35.00 | 89.00 | 3.00 | 5.00 | 29.00 | 2.00 |
| Index (S&P 500) | 20.90 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | -1.05 | -0.79 | -5.31 | 21.11 | 21.11 | -2.92 | 11.13 | 17.83 |
| +/- Index (S&P 500) | - 1.31 | - 1.19 | - 5.81 | + 0.21 | - 0.19 | + 3.18 | + 10.83 | + 18.53 |
| +/- Classification Avg. | + 0.44 | + 0.74 | - 2.01 | + 6.34 | + 5.43 | + 12.61 | + 12.59 | + 9.38 |
| % Rank in Classification | 9 | 8 | 98 | 13 | 14 | 2 | 1 | 2 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Fidelity Real Est Inc (FRIFX) | -2.57% | ![]() |
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| 2. CGM Tr:Realty Fund (CGMRX) | -2.92% | ![]() |
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| 3. REMS RE Val-Opp;Inst (HLRRX) | -7.51% | ![]() |
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| 4. AIM Select RE Inc;A (ASRAX) | -7.87% | ![]() |
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| 5. Forward:Sel Inc;Inst (KIFYX) | -9.34% | ![]() |
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| 6. Forward:Sel Inc;A (KIFAX) | -9.61% | ![]() |
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| 7. Stratton Real Estate (STMDX) | -10.15% | ![]() |
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| 8. Forward:Sel Inc;B (KIFBX) | -10.34% | ![]() |
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| 9. Forward:Sel Inc;C (KIFCX) | -10.36% | ![]() |
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| 10. Neuberger Rl Est;Tr (NBRFX) | -11.39% | ![]() |
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| Amount | Date | |
| Dividend | 0.20 | 10/29/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Quarterly | NA |