Real estate funds have been top performers of late, with the sector up an average of 10.5% for the year, compared with the 0.17% drop in U.S. diversified equity funds, a broad measure of diversified domestic equity funds, according to Lipper.
|Talking With |
Portfolio Manager, Phoenix-Duff & Phelps Real Estate Fund
|Managed since: 1997|
|Assets: $42.5 million|
|One-Year Return: 23.24%/Beats 56% of Peers|
|Five-Year Return: 9.62%/Beats 74% of Peers|
|Expense Ratio: 1.30%|
|Maximum Sales Charge: 5.75% Front|
|Top Holdings: Vornado Realty Trust, CBL & Associates Properties, Boston Properties|
|Source: Morningstar |
Returns as of 4/18/02.
Top holdings as of 03/31/02.