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 Manning & Napier Real Estate Series (MNREX)

Performance (1-yr.): 15.05% Expenses: 1.13%
Performance (1-mo.): 1.64% Total Assets: $244.76M
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#2 Baron Real Estate Fund (BREIX)

Performance (1-yr.): 27.45% Expenses: 1.09%
Performance (1-mo.): 2.50% Total Assets: $1.44B
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#3 REMS Real Estate Value Opportunity Fund (HLRRX)

Performance (1-yr.): 14.56% Expenses: 1.45%
Performance (1-mo.): 1.89% Total Assets: $419.69M
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#4 Fidelity® Real Estate Investment Portfolio (FRESX)

Performance (1-yr.): 12.65% Expenses: 0.81%
Performance (1-mo.): 0.76% Total Assets: $4.0B
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#5 AMG Managers Real Estate Securities Fund (MRESX)

Performance (1-yr.): 14.78% Expenses: 1.24%
Performance (1-mo.): 0.98% Total Assets: $273.67M
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#6 SSgA Clarion Real Estate Fund (SSREX)

Performance (1-yr.): 14.28% Expenses: 1.00%
Performance (1-mo.): 0.96% Total Assets: $50.44M
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#7 DFA Real Estate Securities Portfolio (DFREX)

Performance (1-yr.): 13.07% Expenses: 0.18%
Performance (1-mo.): 1.04% Total Assets: $5.93B
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#8 PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PETAX)

Performance (1-yr.): 18.03% Expenses: 1.14%
Performance (1-mo.): 1.33% Total Assets: $3.81B
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#8 Stratton Real Estate Fund, Inc (STMDX)

Performance (1-yr.): 13.29% Expenses: 0.97%
Performance (1-mo.): 1.86% Total Assets: $85.61M
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#10 John Hancock II Real Estate Securities Fund (JIREX)

Performance (1-yr.): 12.74% Expenses: 0.79%
Performance (1-mo.): 1.06% Total Assets: $551.12M
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Top Performing Real Estate Funds As of 07.03.2014

CGM Realty Fund (CGMRX)

Total Return: 3.18%

Baron Real Estate Fund (BREIX)

Total Return: 2.50%

Spirit of America Real Estate Income & Growth Fund (SOAAX)

Total Return: 2.17%

Baron Real Estate Fund (BREIX)

Total Return: 27.45%

Commonwealth Real Estate Securities Fund (CNREX)

Total Return: 20.34%

CGM Realty Fund (CGMRX)

Total Return: 19.34%

Baron Real Estate Fund (BREIX)

Total Return: 23.20%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 15.00%

PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PETAX)

Total Return: 14.85%

* Annualized