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®
#11 Transamerica Global Real Estate Securities Fund (TRSIX)
| Performance (1-yr.): 23.60% | Expenses: 0.97% |
| Performance (1-mo.): 7.46% | Total Assets: $197.6M |
#12 AllianceBernstein Global Real Estate Investment Fund (AREAX)
| Performance (1-yr.): 28.69% | Expenses: 1.50% |
| Performance (1-mo.): 5.65% | Total Assets: $164.13M |
#12 Principal Global Real Estate Securities Fund (POSAX)
| Performance (1-yr.): 27.81% | Expenses: 1.45% |
| Performance (1-mo.): 7.37% | Total Assets: $1.37B |
#14 Fidelity International Real Estate Fund (FIRAX)
| Performance (1-yr.): 40.30% | Expenses: 1.44% |
| Performance (1-mo.): 8.40% | Total Assets: $469.82M |
#15 James Alpha Global Real Estate Investments Portfolio (JAREX)
| Performance (1-yr.): 29.98% | Expenses: 2.72% |
| Performance (1-mo.): 5.97% | Total Assets: $139.73M |
#16 Touchstone Global Real Estate Fund (TGAAX)
| Performance (1-yr.): 25.84% | Expenses: 1.40% |
| Performance (1-mo.): 7.26% | Total Assets: $23.0M |
#17 Forward International Real Estate Fund (KIRAX)
| Performance (1-yr.): 23.65% | Expenses: 1.80% |
| Performance (1-mo.): 2.11% | Total Assets: $170.98M |
#18 Northern Global Real Estate Index Fund (NGREX)
| Performance (1-yr.): 26.04% | Expenses: 0.50% |
| Performance (1-mo.): 6.69% | Total Assets: $1.47B |
#19 Franklin Global Real Estate Fund (FGRRX)
| Performance (1-yr.): 24.36% | Expenses: 1.45% |
| Performance (1-mo.): 6.76% | Total Assets: $144.83M |
#19 Virtus Global Real Estate Securities Fund (VGSAX)
| Performance (1-yr.): 18.82% | Expenses: 2.21% |
| Performance (1-mo.): 6.44% | Total Assets: $43.16M |
