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 Phocas Real Estate Fund (PHREX)

Performance (1-yr.): 9.68% Expenses: 1.50%
Performance (1-mo.): 4.79% Total Assets: $8.43M
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#12 TIAA-CREF Real Estate Securities Fund (TIREX)

Performance (1-yr.): 7.02% Expenses: 0.53%
Performance (1-mo.): 4.51% Total Assets: $1.4B
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#13 Fidelity® Real Estate Investment Portfolio (FRESX)

Performance (1-yr.): 5.51% Expenses: 0.81%
Performance (1-mo.): 5.05% Total Assets: $3.6B
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#13 John Hancock II Real Estate Securities Fund (JIREX)

Performance (1-yr.): 6.09% Expenses: 0.79%
Performance (1-mo.): 5.08% Total Assets: $497.69M
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#15 CGM Realty Fund (CGMRX)

Performance (1-yr.): 12.67% Expenses: 0.89%
Performance (1-mo.): 5.75% Total Assets: $1.2B
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#15 Davis Real Estate Fund (RPFRX)

Performance (1-yr.): 4.47% Expenses: 1.01%
Performance (1-mo.): 4.64% Total Assets: $231.75M
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#17 Forward Real Estate Long/Short Fund (KSRAX)

Performance (1-yr.): 4.96% Expenses: 1.83%
Performance (1-mo.): 4.42% Total Assets: $70.55M
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#17 ING Real Estate Fund (CLARX)

Performance (1-yr.): 7.46% Expenses: 1.22%
Performance (1-mo.): 5.19% Total Assets: $1.31B
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#19 Delaware Pooled Trust Real Estate Investment Portfolio (DPRTX)

Performance (1-yr.): 6.64% Expenses: 0.95%
Performance (1-mo.): 5.10% Total Assets: $4.04M
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#20 Cohen & Steers Realty Shares Fund (CSRSX)

Performance (1-yr.): 7.57% Expenses: 1.00%
Performance (1-mo.): 5.44% Total Assets: $5.18B
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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