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 Commonwealth Real Estate Securities Fund (CNREX)

Performance (1-yr.): 20.34% Expenses: 3.35%
Performance (1-mo.): 1.95% Total Assets: $9.26M
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#11 TIAA-CREF Real Estate Securities Fund (TIREX)

Performance (1-yr.): 13.36% Expenses: 0.53%
Performance (1-mo.): 1.21% Total Assets: $1.55B
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#13 Cohen & Steers Institutional Realty Shares (CSRIX)

Performance (1-yr.): 14.40% Expenses: 0.75%
Performance (1-mo.): 1.09% Total Assets: $2.88B
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#13 Fidelity® Real Estate Income Fund (FRINX)

Performance (1-yr.): 9.52% Expenses: 1.08%
Performance (1-mo.): 0.74% Total Assets: $4.2B
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#13 Goldman Sachs Real Estate Securities Fund (GREAX)

Performance (1-yr.): 13.76% Expenses: 1.31%
Performance (1-mo.): 1.20% Total Assets: $592.41M
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#16 Nuveen Real Estate Securities Fund (FREAX)

Performance (1-yr.): 14.09% Expenses: 1.25%
Performance (1-mo.): 1.15% Total Assets: $4.59B
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#16 Voya Real Estate Fund (CLARX)

Performance (1-yr.): 13.76% Expenses: 1.22%
Performance (1-mo.): 1.02% Total Assets: $1.37B
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#18 Davis Real Estate Fund (RPFRX)

Performance (1-yr.): 11.56% Expenses: 0.98%
Performance (1-mo.): 1.52% Total Assets: $238.6M
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#19 Alpine Realty Income & Growth Fund (AIGYX)

Performance (1-yr.): 14.48% Expenses: 1.35%
Performance (1-mo.): 0.88% Total Assets: $110.24M
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#19 CGM Realty Fund (CGMRX)

Performance (1-yr.): 19.34% Expenses: 0.92%
Performance (1-mo.): 3.18% Total Assets: $1.2B
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Top Performing Real Estate Funds As of 07.03.2014

CGM Realty Fund (CGMRX)

Total Return: 3.18%

Baron Real Estate Fund (BREIX)

Total Return: 2.50%

Spirit of America Real Estate Income & Growth Fund (SOAAX)

Total Return: 2.17%

Baron Real Estate Fund (BREIX)

Total Return: 27.45%

Commonwealth Real Estate Securities Fund (CNREX)

Total Return: 20.34%

CGM Realty Fund (CGMRX)

Total Return: 19.34%

Baron Real Estate Fund (BREIX)

Total Return: 23.20%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 15.00%

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

Total Return: 14.85%

* Annualized