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®

#29 Goldman Sachs Real Estate Securities Fund (GREAX)

Performance (1-yr.): 6.85% Expenses: 1.39%
Performance (1-mo.): 4.84% Total Assets: $530.74M
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#29 Pioneer Real Estate Shares Fund (PWREX)

Performance (1-yr.): 6.37% Expenses: 1.52%
Performance (1-mo.): 4.69% Total Assets: $144.53M
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#29 SEI Institutional Managed Trust Real Estate Fund (SETAX)

Performance (1-yr.): 6.51% Expenses: 1.14%
Performance (1-mo.): 5.09% Total Assets: $215.58M
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#34 DWS RREEF Real Estate Securities Fund (RRRAX)

Performance (1-yr.): 5.84% Expenses: 0.99%
Performance (1-mo.): 4.99% Total Assets: $1.4B
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#35 Stratton Real Estate Fund, Inc (STMDX)

Performance (1-yr.): 4.91% Expenses: 1.01%
Performance (1-mo.): 5.03% Total Assets: $81.86M
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#36 Forward Real Estate Fund (KREAX)

Performance (1-yr.): 5.87% Expenses: 1.72%
Performance (1-mo.): 3.90% Total Assets: $105.9M
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#37 Delaware REIT Fund (DPREX)

Performance (1-yr.): 6.44% Expenses: 1.30%
Performance (1-mo.): 5.07% Total Assets: $229.15M
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#37 SSGA Clarion Real Estate Fund (SSREX)

Performance (1-yr.): 7.09% Expenses: 1.00%
Performance (1-mo.): 5.25% Total Assets: $42.29M
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#39 Principal Real Estate Securities Fund (PRRAX)

Performance (1-yr.): 9.15% Expenses: 1.36%
Performance (1-mo.): 5.34% Total Assets: $1.46B
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#40 American Century Investments Real Estate Fund (AREEX)

Performance (1-yr.): 6.08% Expenses: 1.40%
Performance (1-mo.): 5.23% Total Assets: $1.46B
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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