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 American Century Investments Real Estate Fund (AREEX)

Performance (1-yr.): 13.50% Expenses: 1.39%
Performance (1-mo.): 1.16% Total Assets: $1.52B
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#32 ASTON/Harrison Street Real Estate Fund (ARFCX)

Performance (1-yr.): 8.68% Expenses: 1.37%
Performance (1-mo.): 0.59% Total Assets: $13.51M
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#33 Forward Real Estate Fund (KREAX)

Performance (1-yr.): 12.32% Expenses: 1.68%
Performance (1-mo.): 0.88% Total Assets: $87.15M
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#33 Franklin Real Estate Securities Fund (FREEX)

Performance (1-yr.): 13.71% Expenses: 1.05%
Performance (1-mo.): 0.88% Total Assets: $496.94M
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#35 Columbia Real Estate Equity Fund (CREAX)

Performance (1-yr.): 11.97% Expenses: 1.28%
Performance (1-mo.): 0.89% Total Assets: $555.77M
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#35 Invesco Real Estate Fund (IARAX)

Performance (1-yr.): 13.11% Expenses: 1.25%
Performance (1-mo.): 1.15% Total Assets: $2.28B
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#37 Principal Real Estate Securities Fund (PRRAX)

Performance (1-yr.): 15.00% Expenses: 1.33%
Performance (1-mo.): 0.90% Total Assets: $1.8B
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#38 DWS RREEF Real Estate Securities Fund (RRRAX)

Performance (1-yr.): 12.50% Expenses: 0.96%
Performance (1-mo.): 1.05% Total Assets: $1.53B
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#39 Rydex Series Real Estate Fund (RYREX)

Performance (1-yr.): 11.76% Expenses: 1.61%
Performance (1-mo.): 1.43% Total Assets: $35.63M
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#40 Ivy Real Estate Securities Fund (IRSAX)

Performance (1-yr.): 13.03% Expenses: 1.58%
Performance (1-mo.): 0.78% Total Assets: $612.34M
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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