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®

#40 Prudential US Real Estate Fund (PJEAX)

Performance (1-yr.): 13.02% Expenses: 1.60%
Performance (1-mo.): 0.98% Total Assets: $33.57M
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#42 Neuberger Berman Real Estate Fund (NREAX)

Performance (1-yr.): 12.10% Expenses: 1.21%
Performance (1-mo.): 0.82% Total Assets: $1.02B
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AR Capital Real Estate Income Fund (ARIAX)

Performance (1-yr.): 11.85% Expenses: 1.40%
Performance (1-mo.): 1.13% Total Assets: $34.61M
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BlackRock Real Estate Securities Fund (BAREX)

Performance (1-yr.): 15.12% Expenses: 1.30%
Performance (1-mo.): 0.69% Total Assets: $29.33M
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Brookfield U.S. Listed Real Estate Fund (BRUAX)

Performance (1-yr.): Expenses: 1.20%
Performance (1-mo.): 1.85% Total Assets: $30.0M
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Chilton Realty Income & Growth Fund (REIAX)

Performance (1-yr.): Expenses: 1.50%
Performance (1-mo.): 1.58% Total Assets: $19.7M
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Compass EMP REC Enhanced Volatility Weighted Fund (CWRAX)

Performance (1-yr.): 7.14% Expenses: 1.41%
Performance (1-mo.): 1.74% Total Assets: $28.59M
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Delaware Pooled Trust Real Estate Investment Portfolio (DPRTX)

Performance (1-yr.): 13.11% Expenses: 0.95%
Performance (1-mo.): 1.05% Total Assets: $4.35M
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Dunham Real Estate Stock Fund (DAREX)

Performance (1-yr.): 15.52% Expenses: 1.56%
Performance (1-mo.): 1.29% Total Assets: $48.13M
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DWS RREEF Real Estate Securities Income Fund (REFAX)

Performance (1-yr.): Expenses: 1.40%
Performance (1-mo.): 1.11% Total Assets: $19.32M
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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