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.): 21.31% Expenses: 1.08%
Performance (1-mo.): 1.05% Total Assets: $2.92B
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#2 DFA International Real Estate Securities (DFITX)

Performance (1-yr.): 18.62% Expenses: 0.39%
Performance (1-mo.): 2.15% Total Assets: $2.78B
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#3 Janus Global Real Estate Fund (JERAX)

Performance (1-yr.): 17.76% Expenses: 1.26%
Performance (1-mo.): 2.92% Total Assets: $149.29M
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#4 T. Rowe Price Global Real Estate Fund (PAGEX)

Performance (1-yr.): 13.85% Expenses: 1.15%
Performance (1-mo.): 1.18% Total Assets: $205.44M
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#5 DFA Global Real Estate Securities (DFGEX)

Performance (1-yr.): 15.04% Expenses: 0.32%
Performance (1-mo.): 1.38% Total Assets: $2.87B
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#6 AllianceBernstein Global Real Estate Investment Fund (ARIIX)

Performance (1-yr.): 13.79% Expenses: 0.65%
Performance (1-mo.): 1.88% Total Assets: $426.45M
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#6 Principal Global Real Estate Securities Fund (POSAX)

Performance (1-yr.): 13.94% Expenses: 1.37%
Performance (1-mo.): 1.35% Total Assets: $2.04B
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#8 Cohen & Steers Institutional Global Realty Shares (GRSIX)

Performance (1-yr.): 14.29% Expenses: 1.00%
Performance (1-mo.): 1.28% Total Assets: $552.07M
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#8 MFS® Global Real Estate Fund (MGLAX)

Performance (1-yr.): 14.89% Expenses: 1.22%
Performance (1-mo.): 1.90% Total Assets: $442.93M
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#10 American Century Investments Global Real Estate Fund (ARYMX)

Performance (1-yr.): 14.09% Expenses: 1.46%
Performance (1-mo.): 1.47% Total Assets: $84.66M
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Top Performing Global Real Estate Funds As of 07.03.2014

Alpine Cyclical Advantage Property Fund (EUEYX)

Total Return: 3.18%

Alpine International Real Estate Equity Fund (EGLRX)

Total Return: 3.04%

Janus Global Real Estate Fund (JERAX)

Total Return: 2.92%

Third Avenue Real Estate Value Fund (TAREX)

Total Return: 21.31%

Virtus International Real Estate Securities Fund (PXRAX)

Total Return: 19.71%

Brookfield Global Listed Real Estate Fund (BLRAX)

Total Return: 18.82%

Third Avenue Real Estate Value Fund (TAREX)

Total Return: 13.66%

Fidelity® International Real Estate Fund (FIRAX)

Total Return: 10.81%

Delaware Pooled Global Real Estate Securities Portfolio (DGRPX)

Total Return: 10.50%

* Annualized