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 Baron Real Estate Fund (BREIX)

Performance (1-yr.): 24.60% Expenses: 1.10%
Performance (1-mo.): 7.71% Total Assets: $1.09B
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#2 Manning & Napier Real Estate Series (MNREX)

Performance (1-yr.): 7.10% Expenses: 1.10%
Performance (1-mo.): 5.49% Total Assets: $230.01M
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#3 E.I.I Realty Securities Fund (EIIRX)

Performance (1-yr.): 9.64% Expenses: 0.80%
Performance (1-mo.): 4.93% Total Assets: $22.64M
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#4 REMS Real Estate Value Opportunity Fund (HLRRX)

Performance (1-yr.): 10.93% Expenses: 1.50%
Performance (1-mo.): 3.85% Total Assets: $358.53M
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#5 T. Rowe Price Real Estate Fund (TRREX)

Performance (1-yr.): 8.77% Expenses: 0.78%
Performance (1-mo.): 5.54% Total Assets: $3.78B
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#6 ASTON/Harrison Street Real Estate Fund (ARFCX)

Performance (1-yr.): 4.27% Expenses: 1.37%
Performance (1-mo.): 4.55% Total Assets: $13.15M
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#7 DFA Real Estate Securities Portfolio (DFREX)

Performance (1-yr.): 6.09% Expenses: 0.18%
Performance (1-mo.): 5.07% Total Assets: $5.19B
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#7 Vanguard REIT Index Fund (VGSIX)

Performance (1-yr.): 6.57% Expenses: 0.24%
Performance (1-mo.): 4.96% Total Assets: $38.4B
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#9 Fidelity® Real Estate Income Fund (FRINX)

Performance (1-yr.): 4.67% Expenses: 1.08%
Performance (1-mo.): 2.48% Total Assets: $3.76B
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#10 Managers Real Estate Securities Fund (MRESX)

Performance (1-yr.): 7.31% Expenses: 1.24%
Performance (1-mo.): 5.22% Total Assets: $233.31M
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Top Performing Real Estate Funds As of 03.05.2014

Baron Real Estate Fund (BREIX)

Total Return: 7.71%

Virtus Real Estate Securities Fund (PHRAX)

Total Return: 5.78%

Prudential US Real Estate Fund (PJEAX)

Total Return: 5.75%

Baron Real Estate Fund (BREIX)

Total Return: 24.60%

CGM Realty Fund (CGMRX)

Total Return: 12.67%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 10.93%

Baron Real Estate Fund (BREIX)

Total Return: 22.40%

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

Total Return: 13.26%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 12.12%

* Annualized