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®

#20 Nuveen Real Estate Securities Fund (FREAX)

Performance (1-yr.): 6.10% Expenses: 1.28%
Performance (1-mo.): 5.14% Total Assets: $4.26B
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#22 SA Real Estate Securities Fund (SAREX)

Performance (1-yr.): 5.36% Expenses: 1.00%
Performance (1-mo.): 4.99% Total Assets: $131.16M
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#23 Virtus Real Estate Securities Fund (PHRAX)

Performance (1-yr.): 7.03% Expenses: 1.40%
Performance (1-mo.): 5.78% Total Assets: $1.44B
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#24 Cohen & Steers Institutional Realty Shares (CSRIX)

Performance (1-yr.): 7.88% Expenses: 0.75%
Performance (1-mo.): 5.40% Total Assets: $2.53B
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#25 Alpine Realty Income & Growth Fund (AIGYX)

Performance (1-yr.): 7.06% Expenses: 1.35%
Performance (1-mo.): 4.98% Total Assets: $102.82M
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#26 JPMorgan Realty Income Fund (URTAX)

Performance (1-yr.): 5.65% Expenses: 1.18%
Performance (1-mo.): 4.97% Total Assets: $759.04M
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#27 Fidelity Advisor® Real Estate Fund (FHEAX)

Performance (1-yr.): 5.44% Expenses: 1.17%
Performance (1-mo.): 4.87% Total Assets: $742.26M
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#27 Invesco Real Estate Fund (IARAX)

Performance (1-yr.): 6.15% Expenses: 1.25%
Performance (1-mo.): 4.80% Total Assets: $2.12B
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#29 Cohen & Steers Realty Income Fund (CSEIX)

Performance (1-yr.): 8.53% Expenses: 1.25%
Performance (1-mo.): 5.64% Total Assets: $1.44B
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#29 Dunham Real Estate Stock Fund (DAREX)

Performance (1-yr.): 6.88% Expenses: 1.56%
Performance (1-mo.): 5.41% Total Assets: $45.76M
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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