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 Virtus Real Estate Securities Fund (PHRAX)

Performance (1-yr.): 15.05% Expenses: 1.41%
Performance (1-mo.): 7.01% Total Assets: $1.54B
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#42 Franklin Real Estate Securities Fund (FREEX)

Performance (1-yr.): 16.38% Expenses: 1.14%
Performance (1-mo.): 6.69% Total Assets: $490.62M
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#42 Pioneer Real Estate Shares Fund (PWREX)

Performance (1-yr.): 16.24% Expenses: 1.59%
Performance (1-mo.): 6.66% Total Assets: $159.71M
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#44 Goldman Sachs Real Estate Securities Fund (GREAX)

Performance (1-yr.): 16.18% Expenses: 1.39%
Performance (1-mo.): 6.73% Total Assets: $530.63M
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#44 SSGA Clarion Real Estate Fund (SSREX)

Performance (1-yr.): 14.60% Expenses: 1.00%
Performance (1-mo.): 6.72% Total Assets: $46.07M
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#46 JPMorgan Realty Income Fund (URTAX)

Performance (1-yr.): 15.93% Expenses: 1.18%
Performance (1-mo.): 7.14% Total Assets: $1.07B
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#46 Oppenheimer Real Estate Fund (OREAX)

Performance (1-yr.): 16.08% Expenses: 1.47%
Performance (1-mo.): 6.10% Total Assets: $1.15B
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#48 Forward Real Estate Long/Short Fund (KSRAX)

Performance (1-yr.): 20.72% Expenses: 1.84%
Performance (1-mo.): 4.54% Total Assets: $86.65M
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#48 Ivy Real Estate Securities Fund (IRSAX)

Performance (1-yr.): 15.27% Expenses: 1.63%
Performance (1-mo.): 5.90% Total Assets: $542.12M
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#50 American Century Real Estate Securities Fund (AREEX)

Performance (1-yr.): 16.31% Expenses: 1.40%
Performance (1-mo.): 5.92% Total Assets: $1.63B
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Top Performing Real Estate Funds as of 05.03.2013

ProFunds Real Estate UltraSector Fund (REPIX)

Total Return: 8.42%

PIMCO Real Estate Real Return Strategy Fund (PETAX)

Total Return: 8.15%

Oppenheimer Global Real Estate Fund (OGRAX)

Total Return: 7.50%

Baron Real Estate Fund (BREIX)

Total Return: 37.02%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 27.85%

ProFunds Real Estate UltraSector Fund (REPIX)

Total Return: 27.73%

PIMCO Real Estate Real Return Strategy Fund (PETAX)

Total Return: 28.09%

Baron Real Estate Fund (BREIX)

Total Return: 22.17%

ProFunds Real Estate UltraSector Fund (REPIX)

Total Return: 20.50%

* annualized