Reit Mutual Funds

As recently as fifteen years ago, only about five mutual funds were devoted to investing in real estate-related securities such as REITs. Today there are more than seventy such funds. Most of them are modest in size, but there were three giants, including Cohen & Steers Realty Shares ($2.3 billion at March 2005), Fidelity Real Estate ($4.6 billion), and Vanguard REIT Index Fund ($5.7 billion). A great deal of information is available regarding REIT and real estate mutual funds through Morningstar (www.morningstar.com). While some may scoff at the modest size of most of these funds, they have generally done well during their relatively short histories. The Vanguard Group, which has a market niche in index funds, operates the Vanguard REIT Index Fund, a REIT mutual fund indexed

Lessons From The Intelligent Investor

Lessons From The Intelligent Investor

If you're like a lot of people watching the recession unfold, you have likely started to look at your finances under a microscope. Perhaps you have started saving the annual savings rate by people has started to recover a bit.

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