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 SA Real Estate Securities Fund (SAREX)

Performance (1-yr.): 3.17% Expenses: 1.00%
Performance (1-mo.): 0.54% Total Assets: $134.82M
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#22 Cohen & Steers Realty Income Fund (CSEIX)

Performance (1-yr.): 5.49% Expenses: 1.25%
Performance (1-mo.): 0.30% Total Assets: $1.46B
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#22 SEI Institutional Managed Trust Real Estate Fund (SETAX)

Performance (1-yr.): 4.65% Expenses: 1.14%
Performance (1-mo.): 0.81% Total Assets: $219.22M
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#24 Nuveen Real Estate Securities Fund (FREAX)

Performance (1-yr.): 4.51% Expenses: 1.28%
Performance (1-mo.): 0.92% Total Assets: $4.26B
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#24 Virtus Real Estate Securities Fund (PHRAX)

Performance (1-yr.): 5.64% Expenses: 1.40%
Performance (1-mo.): 0.90% Total Assets: $1.44B
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#26 Stratton Real Estate Fund, Inc (STMDX)

Performance (1-yr.): 1.63% Expenses: 1.01%
Performance (1-mo.): 0.75% Total Assets: $81.86M
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#27 John Hancock II Real Estate Securities Fund (JIREX)

Performance (1-yr.): 3.93% Expenses: 0.79%
Performance (1-mo.): 0.45% Total Assets: $499.55M
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#28 Delaware REIT Fund (DPREX)

Performance (1-yr.): 4.39% Expenses: 1.31%
Performance (1-mo.): 0.84% Total Assets: $228.78M
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#29 Alpine Realty Income & Growth Fund (AIGYX)

Performance (1-yr.): 4.95% Expenses: 1.35%
Performance (1-mo.): 0.88% Total Assets: $103.61M
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#30 Fidelity Advisor® Real Estate Fund (FHEAX)

Performance (1-yr.): 3.36% Expenses: 1.17%
Performance (1-mo.): 0.67% Total Assets: $692.08M
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Top Performing Real Estate Funds As of 04.22.2014

AR Capital Real Estate Income Fund (ARIAX)

Total Return: 1.19%

John Hancock II Real Estate Equity Fund (JHAZX)

Total Return: 1.15%

T. Rowe Price Real Estate Fund (TRREX)

Total Return: 1.13%

Baron Real Estate Fund (BREIX)

Total Return: 18.12%

Commonwealth Real Estate Securities Fund (CNREX)

Total Return: 7.77%

T. Rowe Price Real Estate Fund (TRREX)

Total Return: 7.28%

Baron Real Estate Fund (BREIX)

Total Return: 20.92%

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

Total Return: 13.47%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 12.64%

* Annualized