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®
#31 PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PETAX)
| Performance (1-yr.): 11.88% | Expenses: 1.14% |
| Performance (1-mo.): 12.05% | Total Assets: $2.18B |
#32 ING Real Estate Fund (CLARX)
| Performance (1-yr.): 13.79% | Expenses: 1.20% |
| Performance (1-mo.): 5.90% | Total Assets: $1.26B |
#33 Franklin Real Estate Securities Fund (FREEX)
| Performance (1-yr.): 15.39% | Expenses: 1.16% |
| Performance (1-mo.): 5.75% | Total Assets: $532.29M |
#33 Invesco Real Estate Fund (IARAX)
| Performance (1-yr.): 15.69% | Expenses: 1.30% |
| Performance (1-mo.): 5.35% | Total Assets: $2.46B |
#33 Pioneer Real Estate Shares Fund (PWREX)
| Performance (1-yr.): 15.44% | Expenses: 1.52% |
| Performance (1-mo.): 5.49% | Total Assets: $150.32M |
#36 Goldman Sachs Real Estate Securities Fund (GREAX)
| Performance (1-yr.): 14.93% | Expenses: 1.39% |
| Performance (1-mo.): 5.62% | Total Assets: $513.51M |
#37 JPMorgan Realty Income Fund (URTAX)
| Performance (1-yr.): 14.47% | Expenses: 1.18% |
| Performance (1-mo.): 5.98% | Total Assets: $1.03B |
#38 Oppenheimer Real Estate Fund (OREAX)
| Performance (1-yr.): 15.27% | Expenses: 1.47% |
| Performance (1-mo.): 5.87% | Total Assets: $1.1B |
#39 Forward Real Estate Fund (KREAX)
| Performance (1-yr.): 17.42% | Expenses: 1.72% |
| Performance (1-mo.): 4.64% | Total Assets: $54.24M |
#40 Dunham Real Estate Stock Fund (DAREX)
| Performance (1-yr.): 17.54% | Expenses: 1.71% |
| Performance (1-mo.): 6.08% | Total Assets: $37.44M |
