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®

#11 Fidelity® Real Estate Income Fund (FRINX)

Performance (1-yr.): 3.48% Expenses: 1.08%
Performance (1-mo.): 0.50% Total Assets: $3.83B
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#12 Managers Real Estate Securities Fund (MRESX)

Performance (1-yr.): 5.30% Expenses: 1.24%
Performance (1-mo.): 0.86% Total Assets: $239.22M
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#13 Cohen & Steers Realty Shares Fund (CSRSX)

Performance (1-yr.): 5.08% Expenses: 1.00%
Performance (1-mo.): 0.44% Total Assets: $5.48B
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#13 TIAA-CREF Real Estate Securities Fund (TIREX)

Performance (1-yr.): 4.89% Expenses: 0.53%
Performance (1-mo.): 0.45% Total Assets: $1.42B
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#15 Oppenheimer Real Estate Fund (OREAX)

Performance (1-yr.): 5.12% Expenses: 1.37%
Performance (1-mo.): 0.77% Total Assets: $1.12B
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#16 Cohen & Steers Institutional Realty Shares (CSRIX)

Performance (1-yr.): 5.37% Expenses: 0.75%
Performance (1-mo.): 0.44% Total Assets: $2.68B
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#16 Delaware Pooled Trust Real Estate Investment Portfolio (DPRTX)

Performance (1-yr.): 4.56% Expenses: 0.95%
Performance (1-mo.): 0.87% Total Assets: $4.08M
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#18 ING Real Estate Fund (CLARX)

Performance (1-yr.): 5.05% Expenses: 1.22%
Performance (1-mo.): 0.68% Total Assets: $1.33B
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#19 PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PETAX)

Performance (1-yr.): 7.64% Expenses: 1.14%
Performance (1-mo.): 0.23% Total Assets: $3.39B
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#20 ASTON/Harrison Street Real Estate Fund (ARFCX)

Performance (1-yr.): 0.92% Expenses: 1.37%
Performance (1-mo.): 0.35% Total Assets: $13.3M
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Top Performing Real Estate Funds As of 04.22.2014

AR Capital Real Estate Income Fund (ARIAX)

Total Return: 1.19%

John Hancock II Real Estate Equity Fund (JHAZX)

Total Return: 1.15%

T. Rowe Price Real Estate Fund (TRREX)

Total Return: 1.13%

Baron Real Estate Fund (BREIX)

Total Return: 18.12%

Commonwealth Real Estate Securities Fund (CNREX)

Total Return: 7.77%

T. Rowe Price Real Estate Fund (TRREX)

Total Return: 7.28%

Baron Real Estate Fund (BREIX)

Total Return: 20.92%

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

Total Return: 13.47%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 12.64%

* Annualized