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.): 19.03% | Expenses: 1.50% |
| Performance (1-mo.): 6.30% | Total Assets: $5.9M |
#12 Cohen & Steers Realty Shares Fund (CSRSX)
| Performance (1-yr.): 16.39% | Expenses: 1.03% |
| Performance (1-mo.): 6.35% | Total Assets: $5.4B |
#13 E.I.I Realty Securities Fund (EIIRX)
| Performance (1-yr.): 15.80% | Expenses: 0.80% |
| Performance (1-mo.): 6.15% | Total Assets: $23.48M |
#14 Cohen & Steers Institutional Realty Shares (CSRIX)
| Performance (1-yr.): 16.70% | Expenses: 0.75% |
| Performance (1-mo.): 6.39% | Total Assets: $2.59B |
#15 Managers Real Estate Securities Fund (MRESX)
| Performance (1-yr.): 15.82% | Expenses: 1.25% |
| Performance (1-mo.): 6.41% | Total Assets: $224.87M |
#16 Delaware Pooled Trust Real Estate Investment Portfolio (DPRTX)
| Performance (1-yr.): 16.63% | Expenses: 0.95% |
| Performance (1-mo.): 6.48% | Total Assets: $4.15M |
#17 Forward Select Income Fund (KIFAX)
| Performance (1-yr.): 19.50% | Expenses: 1.60% |
| Performance (1-mo.): 1.43% | Total Assets: $2.04B |
#18 SA Real Estate Securities Fund (SAREX)
| Performance (1-yr.): 17.70% | Expenses: 1.00% |
| Performance (1-mo.): 6.64% | Total Assets: $111.16M |
#19 ASTON/Harrison Street Real Estate Fund (ARFCX)
| Performance (1-yr.): 20.35% | Expenses: 1.37% |
| Performance (1-mo.): 6.10% | Total Assets: $12.75M |
#19 Nuveen Real Estate Securities Fund (FREAX)
| Performance (1-yr.): 17.66% | Expenses: 1.28% |
| Performance (1-mo.): 6.49% | Total Assets: $4.97B |
