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 |
#2 Baron Real Estate Fund (BREIX)
| Performance (1-yr.): 37.02% | Expenses: 1.10% |
| Performance (1-mo.): 0.70% | Total Assets: $454.27M |
#3 Fidelity Real Estate Investment Portfolio (FRESX)
| Performance (1-yr.): 17.71% | Expenses: 0.84% |
| Performance (1-mo.): 6.47% | Total Assets: $4.41B |
#3 Manning & Napier Real Estate Series (MNREX)
| Performance (1-yr.): 18.24% | Expenses: 1.19% |
| Performance (1-mo.): 4.88% | Total Assets: $223.79M |
#5 Stratton Real Estate Fund, Inc (STMDX)
| Performance (1-yr.): 20.69% | Expenses: 1.03% |
| Performance (1-mo.): 5.31% | Total Assets: $95.46M |
#6 DFA Real Estate Securities Portfolio (DFREX)
| Performance (1-yr.): 18.56% | Expenses: 0.18% |
| Performance (1-mo.): 6.75% | Total Assets: $4.65B |
#6 Vanguard REIT Index Fund (VGSIX)
| Performance (1-yr.): 18.93% | Expenses: 0.24% |
| Performance (1-mo.): 6.70% | Total Assets: $37.9B |
#8 Neuberger Berman Real Estate Fund (NBRFX)
| Performance (1-yr.): 15.36% | Expenses: 1.47% |
| Performance (1-mo.): 6.29% | Total Assets: $1.01B |
#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 |
#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 |
