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.): 4.03% Total Assets: $21.89M
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Ivy Global Risk-Managed Real Estate Fund (IVRAX)

Performance (1-yr.): Expenses: 1.51%
Performance (1-mo.): 4.87% Total Assets: $32.08M
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John Hancock II Global Real Estate Fund (JHAMX)

Performance (1-yr.): 4.23% Expenses: 1.00%
Performance (1-mo.): 4.27% Total Assets: $329.17M
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Lazard Global Realty Equity Portfolio (LITOX)

Performance (1-yr.): 1.56% Expenses: 1.45%
Performance (1-mo.): 3.80% Total Assets: $9.05M
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Oppenheimer Global Real Estate Fund (OGRAX)

Performance (1-yr.): Expenses: 1.45%
Performance (1-mo.): 4.27% Total Assets: $135.0M
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VALIC Company I Global Real Estate Fund (VGREX)

Performance (1-yr.): 4.43% Expenses: 0.89%
Performance (1-mo.): 4.07% Total Assets: $380.29M
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Vanguard Global ex-U.S. Real Estate Index Fund (VGXRX)

Performance (1-yr.): 0.75% Expenses: 0.40%
Performance (1-mo.): 3.62% Total Assets: $1.63B
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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