| REIT Mutual Fund |
Symbol |
| Alpine Realty Income and Growth Fund |
AIGYX, AIAGX |
| American Century Real Estate Fund |
REAIX, REACX, AREEX, AREWX, ARYCX, AREDX |
| Real Estate Securities Fund |
MRESX |
| AR Capital Real Estate Income Fund |
ARIAX, ARICX, ARIPX |
| AssetMark Real Estate Securities Fund |
AFREX |
| Aston/Harrison Street Real Estate Fund |
AARIX, ARFCX |
| Baron Real Estate Fund |
BREIX, BREFX |
| BlackRock Real Estate Securities |
BIREX, BAREX, BCREX |
| Brookfield U.S. Listed Real Estate Fund |
BRUAX, BRUCX, BRUIX, BRUYX |
| CGM Realty Fund |
CGMRX |
| West Loop Realty Fund |
REIIX, REIAX, REICX |
| Cohen & Steers Institutional Realty Shares |
CSRIX |
| Cohen & Steers Realty Income Fund |
CSEIX, CSDIX, CSBIX, CSCIX |
| Cohen & Steers Realty Shares |
CSRSX |
| Columbia Real Estate Equity Fund |
CREAX, CREIX, CRRVX, CRERX, CREEX, CRRFX, CREWX, CRECX, CREBX |
| Compass EMP REC Enhanced Volatility Weighted Fund |
CWRAX, CWRIX, CWRTX, CWRCX |
| Davis Real Estate Fund |
RPFRX, DREYX, DRECX, DREBX |
| Delaware Real Estate Investment Trust Portfolio II |
DPRTX, DPRBX |
| Delaware Real Estate Investment Trust Portfolio |
DPREX, DPRSX, DPRRX, DPRCX |
| DFA Real Estate Securities Portfolio |
DFREX |
| Dunham Real Estate Stock Fund |
DAREX, DNREX, DCREX |
| DWS RREEF Real Estate Securities Fund |
RRRRX, RRREX, RRRAX, RRRSX, RRRBX, RRRCX |
| DWS RREEF Real Estate Securities Income Fund |
REFAX, REFCX, REFIX, REFSX |
| Eaton Vance Real Estate Fund |
EAREX, EIREX |
| EII Realty Securities Fund |
EIIRX |
| Fidelity Advisor Real Estate Fund |
FHEIX, FHEAX, FHETX, FHECX, FHEBX |
| Fidelity Advisor Real Estate Income Fund |
FRIRX, FRIQX, FRINX, FRIOX |
| Fidelity Real Estate Income Fund |
FRIFX |
| Fidelity Real Estate Investment Portfolio |
FRESX |
| Fidelity Spartan Real Estate Index Fund |
FSRNX, FRXIX, FSRVX |
| Fidelity Series Real Estate Equity Fund |
FREDX, FREFX |
| Fidelity Series Real Estate Income Fund |
FSREX, FSRWX |
| Forward Real Estate Long/Short Fund |
KSRYX, FRLSX, FFSRX, KSRAX, KSRCX, KSRBX |
| Forward Real Estate Fund |
FPREX, FFREX, KREAX, KRECX |
| Forward Select Income Fund |
KIFYX, FSIMX, FFSLX, KIFAX, KIFBX, KIFCX |
| Franklin Real Estate Securities Fund |
FREEX, FRLAX, FRRSX, FSERX |
| GMO Real Estate Fund |
GMORX |
| Goldman Sachs Real Estate Securities Fund |
GREIX, GRETX, GREAX, GRESX, GRERX, GREBX, GRECX |
| Great-West Real Estate Fund |
MXREX |
| Heitman REIT Fund |
OARTX, OBRTX |
| ING Real Estate Fund |
CRARX, IREWX, IDROX, CLARX, CRWRX, CRCRX, CRBCX |
| INVESCO Real Estate Fund |
REINX, IARFX, IARIX, IARYX, IARAX, IARRX, IARCX, AARBX |
| Ivy Real Estate Securities Fund |
IRSAX, IREIX, IRSYX, IRSRX, IREEX, IRSCX, IRSBX |
| John Hancock Real Estate Securities Fund |
JIREX |
| Johnson Realty Fund |
JRLTX |
| J.P.Morgan Realty Income Fund |
URTLX, JRIRX, URTAX, URTBX, URTCX |
| J.P. Morgan Security Capital U.S. Core Real Estate Securities Fund |
CEEAX, CEERX, CEEFX, CEESX, CEECX |
| J.P. Morgan U.S. Real Estate Fund |
SUSIX |
| Lazard U.S. Realty Equity Portfolio |
LREIX, LREOX |
| Lazard U.S. Realty Income Portfolio |
LRIIX, LRIOX |
| Manning & Napier Real Estate Series |
MNRIX, MNREX |
| Morgan Stanley Institutional U.S. Real Estate Portfolio |
MSUSX, MUSDX, MSULX, MURSX |
| Natixis AEW Real Estate Fund |
NRFAX, NRFYX, NRFBX, NRFCX, NRFNX |
| Neuberger Berman Real Estate Fund |
NBRIX, NBRFX, NREAX, NRERX, NRECX, NRREX |
| Nuveen Real Estate Securities Fund |
FREAX, FARCX, FRSSX, FREBX, FRLCX, FREGX |
| Oppenheimer Real Estate Fund |
OREAX, OREIX, OREYX, ORENX, OREBX, ORECX |
| PHOCAS Real Estate Fund |
PHREX |
| PIMCO RealEstateRealReturn Strategy Fund |
PRRSX, PETPX, PETAX, PETDX, PETCX, PETBX |
| Pioneer Real Estate Shares |
PWREX, PYREX, PCREX, PBREX |
| Principal Real Estate Securities Fund |
PIREX, PIRPX, PREPX, PRETX, PREJX, PRRAX, PRERX, PRENX, PRAEX, PRCEX, PRLEX |
| ProFunds Real Estate UltraSector ProFund |
REPIX |
| Prudential Select Real Estate Fund |
SREAX |
| Prudential U.S. Real Estate Fund |
PJEAX, PJEZX, PJECX, PJEBX |
| REMS Real Estate Income 50/50 Portfolio |
RREIX |
| REMS Real Estate Value-Opportunity Fund |
HLRRX, HLPPX |
| Rydex Real Estate Fund |
RYREX, RYHRX, RYCRX |
| SA Real Estate Securities Fund |
SAREX |
| SEI Institutional Mgd Real Estate Fund |
SETAX, SEIRX |
| Spirit of America Real Estate Income & Growth Fund |
SOAAX |
| SSgA Clarion Real Estate Fund |
SSREX |
| Stratton Real Estate Fund |
STMDX |
| T.Rowe Price Real Estate Fund |
TRREX, PAREX |
| TIAA-CREF Real Estate Securities Fund |
TIREX, TRRPX, TRRSX, TCREX |
| Vanguard REIT Index Fund |
VGSNX, VGRSX, VGSLX, VGSIX |
| Virtus Real Estate Securities Fund |
PHRAX, PHRIX, PHRCX, PHRBX |
160
Total number of publicly traded U.S. equity REITs*
$1104.6
Total market cap (in billions) for U.S. equity REITs*
5.7%
Dividend yield for U.S. equity REITs*
-22.3%
Total return year to date for U.S. equity REITs*
13.0%
Total return durable income portfolio (Annual).
6.2%
Dividend yield durable income portfolio