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 T. Rowe Price Real Estate Fund (TRREX)

Performance (1-yr.): 15.24% Expenses: 0.79%
Performance (1-mo.): 1.15% Total Assets: $4.6B

#22 Cohen & Steers Realty Shares Fund (CSRSX)

Performance (1-yr.): 14.14% Expenses: 0.97%
Performance (1-mo.): 1.10% Total Assets: $5.86B

#23 Cohen & Steers Real Estate Securities Fund (CSEIX)

Performance (1-yr.): 15.40% Expenses: 1.23%
Performance (1-mo.): 1.64% Total Assets: $1.65B

#23 Virtus Real Estate Securities Fund (PHRAX)

Performance (1-yr.): 13.33% Expenses: 1.40%
Performance (1-mo.): 0.82% Total Assets: $1.54B

#25 JPMorgan Realty Income Fund (URTAX)

Performance (1-yr.): 12.83% Expenses: 1.18%
Performance (1-mo.): 0.94% Total Assets: $1.67B

#26 SEI Institutional Managed Trust Real Estate Fund (SETAX)

Performance (1-yr.): 12.89% Expenses: 1.14%
Performance (1-mo.): 0.85% Total Assets: $228.05M

#27 Natixis Funds Trust IV AEW Real Estate Fund (NRFAX)

Performance (1-yr.): 12.31% Expenses: 1.36%
Performance (1-mo.): 0.96% Total Assets: $228.28M

#28 Fidelity Advisor® Real Estate Fund (FHEAX)

Performance (1-yr.): 13.18% Expenses: 1.17%
Performance (1-mo.): 1.09% Total Assets: $785.24M

#29 Oppenheimer Real Estate Fund (OREAX)

Performance (1-yr.): 15.74% Expenses: 1.37%
Performance (1-mo.): 1.29% Total Assets: $1.24B

#30 Delaware REIT Fund (DPREX)

Performance (1-yr.): 12.83% Expenses: 1.31%
Performance (1-mo.): 1.02% Total Assets: $240.39M

Top Performing Real Estate Funds As of 07.03.2014

CGM Realty Fund (CGMRX)

Total Return: 3.18%

Baron Real Estate Fund (BREIX)

Total Return: 2.50%

Spirit of America Real Estate Income & Growth Fund (SOAAX)

Total Return: 2.17%

Baron Real Estate Fund (BREIX)

Total Return: 27.45%

Commonwealth Real Estate Securities Fund (CNREX)

Total Return: 20.34%

CGM Realty Fund (CGMRX)

Total Return: 19.34%

Baron Real Estate Fund (BREIX)

Total Return: 23.20%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 15.00%

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

Total Return: 14.85%

* Annualized

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