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Do Real Estate Funds Belong In Your Stock Portfolio?

TedTed
in Fund Discussions
FYI: Real estate funds, attractive to investors for both capital appreciation and income-producing properties, have outperformed the average dividend mutual fund and the S&P 500 in the past 15 years.

If you had $10,000 lying around to invest on Dec. 31, 1999, and you invested it in the average real estate mutual fund, your investment would have grown to $57,241 by March 17 this year, according to Morningstar Inc. data. The same amount invested in the average dividend fund would have grown to $25,068 by St. Patrick's Day. You'd have only $18,873 sitting in an account invested in the S&P 500.

Regards,
Ted
http://license.icopyright.net/user/viewFreeUse.act?fuid=MTkxMjE4MzY=

Enlarged Graphic:
http://news.investors.com/photopopup.aspx?path=webLV0319_1K.png&docId=744157&xmpSource=&width=1000&height=1063&caption=&id=744158

U.S. News & World Report Ranking Of Real Estate Funds:
http://money.usnews.com/funds/mutual-funds/rankings/real-estate

Comments

  • CrashCrash
    TRP's global RE fund, TRGRX, has been recommended to me. I've been chewing on it. I'm not anxious to own many more funds than I have already, and my portf. does have some small exposure to global RE.
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