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®
#21 Cohen & Steers Realty Income Fund (CSEIX)
| Performance (1-yr.): 18.44% | Expenses: 1.30% |
| Performance (1-mo.): 6.19% | Total Assets: $1.19B |
#21 Fidelity Advisor Real Estate Fund (FHEAX)
| Performance (1-yr.): 17.74% | Expenses: 1.19% |
| Performance (1-mo.): 5.76% | Total Assets: $873.06M |
#23 Eaton Vance Real Estate Fund (EIREX)
| Performance (1-yr.): 13.91% | Expenses: 1.00% |
| Performance (1-mo.): 6.25% | Total Assets: $36.71M |
#24 Morgan Stanley Institutional U.S. Real Estate Portfolio (MSUSX)
| Performance (1-yr.): 14.78% | Expenses: 0.98% |
| Performance (1-mo.): 6.54% | Total Assets: $1.16B |
#25 Fidelity Real Estate Income Fund (FRINX)
| Performance (1-yr.): 18.44% | Expenses: 1.12% |
| Performance (1-mo.): 1.84% | Total Assets: $4.4B |
#25 John Hancock II Real Estate Securities Fund (JIREX)
| Performance (1-yr.): 16.72% | Expenses: 0.79% |
| Performance (1-mo.): 6.53% | Total Assets: $613.45M |
#27 DWS RREEF Real Estate Securities Fund (RRRAX)
| Performance (1-yr.): 16.54% | Expenses: 0.98% |
| Performance (1-mo.): 6.57% | Total Assets: $1.76B |
#28 T. Rowe Price Real Estate Fund (TRREX)
| Performance (1-yr.): 13.84% | Expenses: 0.78% |
| Performance (1-mo.): 6.19% | Total Assets: $3.85B |
#29 Alpine Realty Income & Growth Fund (AIGYX)
| Performance (1-yr.): 18.05% | Expenses: 1.33% |
| Performance (1-mo.): 6.59% | Total Assets: $118.04M |
#29 Principal Real Estate Securities Fund (PRRAX)
| Performance (1-yr.): 16.71% | Expenses: 1.36% |
| Performance (1-mo.): 6.80% | Total Assets: $1.84B |
