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®

7.7 Forward Select Income Fund (KIFAX)

Performance (1-yr.): 7.41% Expenses: 1.45%
Performance (1-mo.): 0.81% Total Assets: $1.48B

7.6 Virtus Real Estate Securities Fund (PHRAX)

Performance (1-yr.): 13.74% Expenses: 1.46%
Performance (1-mo.): 5.45% Total Assets: $1.26B

7.4 PIMCO Real Estate Real Return Strategy Fund (PETAX)

Performance (1-yr.): 28.92% Expenses: 1.14%
Performance (1-mo.): 3.82% Total Assets: $2.43B

7.2 Managers Real Estate Securities Fund (MRESX)

Performance (1-yr.): 13.13% Expenses: 1.30%
Performance (1-mo.): 5.00% Total Assets: $91.58M

7.2 ING Real Estate Fund Portfolio (CLARX)

Performance (1-yr.): 13.84% Expenses: 1.21%
Performance (1-mo.): 5.31% Total Assets: $986.04M

7.1 Natixis Funds Trust IV AEW Real Estate Fund (NRFAX)

Performance (1-yr.): 13.46% Expenses: 1.40%
Performance (1-mo.): 5.36% Total Assets: $386.36M

7.1 Neuberger Berman Real Estate Fund (NBRFX)

Performance (1-yr.): 11.57% Expenses: 1.50%
Performance (1-mo.): 4.49% Total Assets: $495.37M

7.1 Vanguard REIT Index Fund (VGSIX)

Performance (1-yr.): 12.76% Expenses: 0.26%
Performance (1-mo.): 5.14% Total Assets: $23.84B

7.0 Morgan Stanley Institutional U.S. Real Estate Portfolio (MSUSX)

Performance (1-yr.): 10.36% Expenses: 0.99%
Performance (1-mo.): 4.93% Total Assets: $1.01B

7.0 Nuveen Real Estate Securities Fund (FREAX)

Performance (1-yr.): 12.03% Expenses: 1.29%
Performance (1-mo.): 5.14% Total Assets: $3.52B
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Top Performing Real Estate Funds as of 04.04.2012

ProFunds Real Estate UltraSector Fund (REPIX)

Total Return: 6.64%

John Hancock II Real Estate Equity Fund (JHAZX)

Total Return: 5.61%

Fidelity Real Estate Investment Portfolio (FRESX)

Total Return: 5.58%

PIMCO Real Estate Real Return Strategy Fund (PETAX)

Total Return: 28.92%

Lazard U.S. Realty Equity Portfolio (LREOX)

Total Return: 15.91%

E.I.I Realty Securities Fund (EIIRX)

Total Return: 15.41%

PIMCO Real Estate Real Return Strategy Fund (PETAX)

Total Return: 62.20%

ProFunds Real Estate UltraSector Fund (REPIX)

Total Return: 55.51%

Alpine Realty Income & Growth Fund (AIGYX)

Total Return: 50.34%

* annualized