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®
Ivy Global Risk-Managed Real Estate Fund (IVRAX)
| Performance (1-yr.): — | Expenses: 1.51% |
| Performance (1-mo.): 7.97% | Total Assets: $16.03M |
John Hancock II Global Real Estate Fund (JHAMX)
| Performance (1-yr.): 24.63% | Expenses: 1.00% |
| Performance (1-mo.): 7.90% | Total Assets: $503.74M |
Lazard International Realty Equity Portfolio (LITOX)
| Performance (1-yr.): 33.20% | Expenses: 1.60% |
| Performance (1-mo.): 7.82% | Total Assets: $5.39M |
Prudential International Real Estate Fd (PUEAX)
| Performance (1-yr.): 27.83% | Expenses: 1.60% |
| Performance (1-mo.): 10.51% | Total Assets: $21.77M |
VALIC Company I Global Real Estate Fund (VGREX)
| Performance (1-yr.): 25.32% | Expenses: 0.92% |
| Performance (1-mo.): 7.54% | Total Assets: $384.61M |
Vanguard Global ex-US Real Estate Fund (VGXRX)
| Performance (1-yr.): 33.36% | Expenses: 0.45% |
| Performance (1-mo.): 8.97% | Total Assets: $1.13B |
