Real Estate

Real estate portfolios invest primarily in real-estate investment trusts (REITs) of various types. REITs are companies that develop and manage real-estate properties. There are several different types of REITs, including apartment, factory-outlet, health-care, hotel, industrial, mortgage, office, and shopping center REITs. Some portfolios in this category also invest in real-estate operating companies. Morningstar®

#1 GMO Real Estate Fund (GMORX)

Performance (1-yr.): 18.14% Expenses: 0.48%
Performance (1-mo.): 7.06% Total Assets: $13.04M
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#2 Baron Real Estate Fund (BREIX)

Performance (1-yr.): 37.02% Expenses: 1.10%
Performance (1-mo.): 0.70% Total Assets: $454.27M
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#3 Fidelity Real Estate Investment Portfolio (FRESX)

Performance (1-yr.): 17.71% Expenses: 0.84%
Performance (1-mo.): 6.47% Total Assets: $4.41B
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#3 Manning & Napier Real Estate Series (MNREX)

Performance (1-yr.): 18.24% Expenses: 1.19%
Performance (1-mo.): 4.88% Total Assets: $223.79M
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#5 Stratton Real Estate Fund, Inc (STMDX)

Performance (1-yr.): 20.69% Expenses: 1.03%
Performance (1-mo.): 5.31% Total Assets: $95.46M
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#6 DFA Real Estate Securities Portfolio (DFREX)

Performance (1-yr.): 18.56% Expenses: 0.18%
Performance (1-mo.): 6.75% Total Assets: $4.65B
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#6 Vanguard REIT Index Fund (VGSIX)

Performance (1-yr.): 18.93% Expenses: 0.24%
Performance (1-mo.): 6.70% Total Assets: $37.9B
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#8 Neuberger Berman Real Estate Fund (NBRFX)

Performance (1-yr.): 15.36% Expenses: 1.47%
Performance (1-mo.): 6.29% Total Assets: $1.01B
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#8 PIMCO Real Estate Real Return Strategy Fund (PETAX)

Performance (1-yr.): 25.48% Expenses: 1.14%
Performance (1-mo.): 8.15% Total Assets: $2.31B
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#10 REMS Real Estate Value Opportunity Fund (HLRRX)

Performance (1-yr.): 27.85% Expenses: 1.50%
Performance (1-mo.): 2.45% Total Assets: $253.94M
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Top Performing Real Estate Funds as of 05.03.2013

ProFunds Real Estate UltraSector Fund (REPIX)

Total Return: 8.42%

PIMCO Real Estate Real Return Strategy Fund (PETAX)

Total Return: 8.15%

Oppenheimer Global Real Estate Fund (OGRAX)

Total Return: 7.50%

Baron Real Estate Fund (BREIX)

Total Return: 37.02%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 27.85%

ProFunds Real Estate UltraSector Fund (REPIX)

Total Return: 27.73%

PIMCO Real Estate Real Return Strategy Fund (PETAX)

Total Return: 28.09%

Baron Real Estate Fund (BREIX)

Total Return: 22.17%

ProFunds Real Estate UltraSector Fund (REPIX)

Total Return: 20.50%

* annualized