Wells Dow Jones Wilshire U.S. REIT Index Fund Real Estate Investment Program

Like many savvy investors, you want your portfolio to include investment products that offer the potential for capital appreciation and income -- and a REIT mutual fund may be what you're looking for.

The Wells Dow Jones Wilshire U.S. REIT Index Fund can help as part of a broader real estate investment program. This REIT mutual fund offers the opportunity for distribution income, partial tax deferral, and the potential for capital appreciation and portfolio diversification benefits.

The Wells Dow Jones Wilshire U.S. REIT Index Fund Can Be Part of a Real Estate Investment Program

The Wells Dow Jones Wilshire U.S. REIT Index Fund is a REIT mutual fund that offers a broadly diversified way to add publicly traded real estate investment trusts (REITs) to a real estate investment program. It seeks to mirror the holdings of the Dow Jones Wilshire U.S. REIT Index^SM, and it provides correlation to the securitized real estate equity market in the United States. This makes it a good consideration for those individuals interested in expanding their real estate investment program to include a REIT mutual fund.

If you have any questions about how a Wells product can work within your real estate investment program, contact your financial representative.

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.

Securities Distributed Through Wells Investment Securities, Inc. - Member FINRA / SIPC