Global Real Estate

Global real estate portfolios invest primarily in non-US real estate securities, but may also invest in U.S. real estate securities. Securities that these portfolios purchase include: debt & equity securities, convertible securities, and securities issued by Real Estate Investment Trusts (REITs) and REIT like entities. Portfolios in this category also invest in real-estate operating companies. Morningstar®

#1 Third Avenue Real Estate Value Fund (TAREX)

Performance (1-yr.): 17.87% Expenses: 1.09%
Performance (1-mo.): 5.79% Total Assets: $2.42B
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#2 T. Rowe Price Global Real Estate Fund (PAGEX)

Performance (1-yr.): 3.30% Expenses: 1.15%
Performance (1-mo.): 5.25% Total Assets: $178.55M
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#3 DFA Global Real Estate Securities (DFGEX)

Performance (1-yr.): 5.17% Expenses: 0.32%
Performance (1-mo.): 5.45% Total Assets: $2.36B
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#4 Principal Global Real Estate Securities Fund (POSAX)

Performance (1-yr.): 6.33% Expenses: 1.45%
Performance (1-mo.): 4.71% Total Assets: $1.76B
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#5 Fidelity® International Real Estate Fund (FIRAX)

Performance (1-yr.): 9.91% Expenses: 1.40%
Performance (1-mo.): 3.57% Total Assets: $371.06M
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#5 Invesco Global Real Estate Income Fund (ASRAX)

Performance (1-yr.): 2.20% Expenses: 1.27%
Performance (1-mo.): 3.72% Total Assets: $1.06B
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#7 Virtus Global Real Estate Securities Fund (VGSAX)

Performance (1-yr.): 7.15% Expenses: 1.40%
Performance (1-mo.): 6.08% Total Assets: $43.85M
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#8 AllianceBernstein Global Real Estate Investment Fund (ARIIX)

Performance (1-yr.): 3.66% Expenses: 0.65%
Performance (1-mo.): 3.52% Total Assets: $413.8M
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#8 DFA International Real Estate Securities (DFITX)

Performance (1-yr.): 3.93% Expenses: 0.39%
Performance (1-mo.): 5.88% Total Assets: $2.39B
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#8 Janus Global Real Estate Fund (JERAX)

Performance (1-yr.): 6.77% Expenses: 1.26%
Performance (1-mo.): 4.33% Total Assets: $123.52M
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Top Performing Global Real Estate Funds As of 03.05.2014

Virtus International Real Estate Securities Fund (PXRAX)

Total Return: 6.41%

Virtus Global Real Estate Securities Fund (VGSAX)

Total Return: 6.08%

DFA International Real Estate Securities (DFITX)

Total Return: 5.88%

Third Avenue Real Estate Value Fund (TAREX)

Total Return: 17.87%

Fidelity® International Real Estate Fund (FIRAX)

Total Return: 9.91%

Brookfield Global Listed Real Estate Fund (BLRAX)

Total Return: 7.35%

Third Avenue Real Estate Value Fund (TAREX)

Total Return: 11.62%

DFA Global Real Estate Securities (DFGEX)

Total Return: 8.70%

Delaware Pooled Global Real Estate Securities Portfolio (DGRPX)

Total Return: 8.65%

* Annualized