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
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#12 Cohen & Steers Realty Shares Fund (CSRSX)

Performance (1-yr.): 16.39% Expenses: 1.03%
Performance (1-mo.): 6.35% Total Assets: $5.4B
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#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
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#14 Cohen & Steers Institutional Realty Shares (CSRIX)

Performance (1-yr.): 16.70% Expenses: 0.75%
Performance (1-mo.): 6.39% Total Assets: $2.59B
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#15 Managers Real Estate Securities Fund (MRESX)

Performance (1-yr.): 15.82% Expenses: 1.25%
Performance (1-mo.): 6.41% Total Assets: $224.87M
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#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
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#17 Forward Select Income Fund (KIFAX)

Performance (1-yr.): 19.50% Expenses: 1.60%
Performance (1-mo.): 1.43% Total Assets: $2.04B
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#18 SA Real Estate Securities Fund (SAREX)

Performance (1-yr.): 17.70% Expenses: 1.00%
Performance (1-mo.): 6.64% Total Assets: $111.16M
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#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
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#19 Nuveen Real Estate Securities Fund (FREAX)

Performance (1-yr.): 17.66% Expenses: 1.28%
Performance (1-mo.): 6.49% Total Assets: $4.97B
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Top Performing Real Estate Funds as of 05.03.2013

ProFunds Real Estate UltraSector Fund (REPIX)

Total Return: 8.42%

PIMCO Real Estate Real Return Strategy Fund (PETAX)

Total Return: 8.15%

Oppenheimer Global Real Estate Fund (OGRAX)

Total Return: 7.50%

Baron Real Estate Fund (BREIX)

Total Return: 37.02%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 27.85%

ProFunds Real Estate UltraSector Fund (REPIX)

Total Return: 27.73%

PIMCO Real Estate Real Return Strategy Fund (PETAX)

Total Return: 28.09%

Baron Real Estate Fund (BREIX)

Total Return: 22.17%

ProFunds Real Estate UltraSector Fund (REPIX)

Total Return: 20.50%

* annualized