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 Real Estate Fund (IREAX)

Performance (1-yr.): Expenses: 1.51%
Performance (1-mo.): 0.10% Total Assets: $23.35M
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Ivy Global Risk-Managed Real Estate Fund (IVRAX)

Performance (1-yr.): Expenses: 1.51%
Performance (1-mo.): 0.31% Total Assets: $35.38M
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John Hancock II Global Real Estate Fund (JHAMX)

Performance (1-yr.): 1.49% Expenses: 1.00%
Performance (1-mo.): 0.12% Total Assets: $333.29M
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Lazard Global Realty Equity Portfolio (LITOX)

Performance (1-yr.): 1.06% Expenses: 1.45%
Performance (1-mo.): 0.32% Total Assets: $9.22M
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Oppenheimer Global Real Estate Fund (OGRAX)

Performance (1-yr.): 2.91% Expenses: 1.45%
Performance (1-mo.): 0.07% Total Assets: $131.15M
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REMS International Real Estate Value-Opportunity Fund (REIFX)

Performance (1-yr.): Expenses: 0.00%
Performance (1-mo.): Total Assets: $3.61M
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VALIC Company I Global Real Estate Fund (VGREX)

Performance (1-yr.): 2.12% Expenses: 0.89%
Performance (1-mo.): 0.12% Total Assets: $387.68M
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Vanguard Global ex-U.S. Real Estate Index Fund (VGXRX)

Performance (1-yr.): 2.08% Expenses: 0.40%
Performance (1-mo.): 0.61% Total Assets: $1.68B
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Top Performing Global Real Estate Funds As of 04.22.2014

Alpine Emerging Markets Real Estate Fund (AEMEX)

Total Return: 5.30%

Cohen & Steers Emerging Markets Real Estate Fund (APFAX)

Total Return: 4.03%

Alpine International Real Estate Equity Fund (EGLRX)

Total Return: 2.72%

Third Avenue Real Estate Value Fund (TAREX)

Total Return: 18.02%

Fidelity® International Real Estate Fund (FIRAX)

Total Return: 7.57%

Brookfield Global Listed Real Estate Fund (BLRAX)

Total Return: 6.65%

Third Avenue Real Estate Value Fund (TAREX)

Total Return: 12.71%

Delaware Pooled Global Real Estate Securities Portfolio (DGRPX)

Total Return: 9.42%

DFA Global Real Estate Securities (DFGEX)

Total Return: 9.07%

* Annualized