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Fund Benefits

Wells Real Estate Funds


  Here are some distinctive benefits of the Wells Dow Jones Wilshire U.S. REIT Index Fund:
  • The Dow Jones Wilshire U.S. REIT Index is an exclusive benchmark that focuses solely on equity REITs that own and operate commercial property.

  • The Wells Dow Jones Wilshire U.S. REIT Index Fund currently includes more than 85 publicly traded U.S. REITs totaling more than $250 billion in market capitalization.

  • You may liquidate your investment at any time the market is open. The Fund's Net Asset Value may be more or less than your original cost.

  • Fund includes a wide variety of property types.

  • It is available as an IRA, Roth IRA, or Coverdell Education Savings Account or 403B.

  • There is a low minimum investment of $2,500 and $1,000 for an IRA or Roth IRA.
Click here for details on Pricing and Purchasing/Redeeming Fund Shares.

Click here to see the Wells Dow Jones Wilshire U.S. REIT Index Fund - Class A and C shares fact sheet.
Click here to see the Wells Dow Jones Wilshire U.S. REIT Index Fund - Class I shares fact sheet.

You should carefully consider the investment objectives, risks, charges, and expenses of the Wells Dow Jones Wilshire U.S. REIT Index Fund before investing. The prospectus contains this and other information about the Wells Dow Jones Wilshire U.S. REIT Index Fund. Call Wells Real Estate Funds at 800-448-1010, or click here for a copy of the prospectus. You should read the prospectus carefully before investing.

Please click to review the Wells DJW U.S. REIT Index Fund Statement of Additional Information and Annual Report.

The fund's concentrated holdings in the real estate sector of the stock market make it less diversified across industries than many mutual funds; therefore, changes in the economy affecting real estate will usually result in greater impact on the fund's performance.

Be advised that investments in real estate and in REITs have various risks, including vacancies and devaluation based upon adverse economic and regulatory changes.

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