30.59%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| CGMRX | 30.59 | -46.00 | 34.00 | 29.00 | 26.00 | 35.00 | 89.00 | 3.00 | 5.00 | 29.00 | 2.00 |
| Index (S&P 500) | 25.20 | -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 % | 1.04 | 2.36 | 1.50 | 30.59 | 92.89 | -2.48 | 11.64 | 17.83 |
| +/- Index (S&P 500) | - 0.33 | + 0.56 | + 0.10 | + 5.39 | + 51.09 | + 3.12 | + 10.84 | + 18.43 |
| +/- Classification Avg. | - 0.07 | + 0.42 | - 0.83 | + 8.09 | + 19.13 | + 13.07 | + 12.41 | + 8.34 |
| % Rank in Classification | 76 | 11 | 85 | 9 | 8 | 1 | 1 | 2 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. CGM Tr:Realty Fund (CGMRX) | -2.48% | ![]() |
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| 2. Fidelity Real Est Inc (FRIFX) | -2.54% | ![]() |
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| 3. REMS RE Val-Opp;Inst (HLRRX) | -7.00% | ![]() |
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| 4. AIM Select RE Inc;A (ASRAX) | -7.77% | ![]() |
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| 5. Forward:Sel Inc;Inst (KIFYX) | -8.83% | ![]() |
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| 6. Forward:Sel Inc;A (KIFAX) | -9.10% | ![]() |
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| 7. Forward:Sel Inc;B (KIFBX) | -9.85% | ![]() |
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| 8. Forward:Sel Inc;C (KIFCX) | -9.85% | ![]() |
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| 9. Stratton Real Estate (STMDX) | -10.12% | ![]() |
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| 10. Neuberger Rl Est;Tr (NBRFX) | -11.53% | ![]() |
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| Amount | Date | |
| Dividend | 0.20 | 10/29/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Quarterly | NA |