SUSIX (JPMorgan:US RE;A)
Net Asset Value: 17.11 1-Day Return: -0.28 (-1.61%) YTD Return as of 2/21/12:Up 5.88%

Classification: Real Estate   Objective: Real Estate   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/21/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 5.88 6.24 39.35 -3.82 10.08
Classification 5.87 7.64 38.04 -2.72 10.17
Index (S&P 500) 8.60 3.60 23.50 0.80 4.40
% Rank in Class (1-best,100=worst)3574257858

Fund Stats

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Investment Objective:Real Estate
Net Assets ($Mil)199.00
Inception Date:12/20/96
Manager Name, TenureBedell/Manno, Jr./Statz, 1997 / 1997 / 1997
Expense Ratio: 1.17%
Sales Charge:
Load Type:
  
Front-End Load
5.25%
0.00%

Top 10 Holdings (As of 12/31/11)

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Company NameSymbol% Net Assets
Equity Residential EQR 8.37
Hcp Inc HCP 7.75
Simon Property Group Inc SPG 7.49
Prologis Inc PLD 6.60
Avalonbay Communities Inc AVB 5.69
Ventas Inc VTR 5.42
General Growth Properties Inc GGP 5.31
Host Hotels And Resorts Inc HST 4.44
Apartment Investment And Management Co AIV 4.38
Boston Properties Inc BXP 4.04
% of Total Holdings 59.49

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