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 SSGA Clarion Real Estate Fund (SSREX)

Performance (1-yr.): 13.62% Expenses: 1.00%
Performance (1-mo.): 5.74% Total Assets: $44.94M
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#42 DWS RREEF Real Estate Securities Fund (RRRAX)

Performance (1-yr.): 15.26% Expenses: 0.99%
Performance (1-mo.): 5.70% Total Assets: $1.68B
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#43 ProFunds Real Estate UltraSector Fund (REPIX)

Performance (1-yr.): 23.26% Expenses: 1.78%
Performance (1-mo.): 9.79% Total Assets: $43.38M
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#44 American Century Real Estate Securities Fund (AREEX)

Performance (1-yr.): 15.24% Expenses: 1.40%
Performance (1-mo.): 5.40% Total Assets: $1.7B
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#44 Rydex Series Real Estate Fund (RYREX)

Performance (1-yr.): 16.61% Expenses: 1.61%
Performance (1-mo.): 6.20% Total Assets: $24.78M
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#46 SEI Institutional Managed Trust Real Estate Fund (SETAX)

Performance (1-yr.): 14.32% Expenses: 1.15%
Performance (1-mo.): 5.32% Total Assets: $232.74M
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#47 Virtus Real Estate Securities Fund (PHRAX)

Performance (1-yr.): 13.86% Expenses: 1.41%
Performance (1-mo.): 5.64% Total Assets: $1.46B
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#48 Fidelity Real Estate Income Fund (FRINX)

Performance (1-yr.): 17.15% Expenses: 1.12%
Performance (1-mo.): 1.81% Total Assets: $4.48B
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#49 Forward Select Income Fund (KIFAX)

Performance (1-yr.): 18.70% Expenses: 1.64%
Performance (1-mo.): 0.84% Total Assets: $1.97B
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#50 CGM Realty Fund (CGMRX)

Performance (1-yr.): 9.94% Expenses: 0.89%
Performance (1-mo.): 3.72% Total Assets: $1.36B
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Top Performing Real Estate Funds as of 06.05.2013

Baron Real Estate Fund (BREIX)

Total Return: 0.35%

Forward Select Income Fund (KIFAX)

Total Return: 0.84%

Fidelity Real Estate Income Fund (FRINX)

Total Return: 1.81%

Baron Real Estate Fund (BREIX)

Total Return: 44.86%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 28.90%

Lazard U.S. Realty Income Portfolio (LRIOX)

Total Return: 24.97%

Baron Real Estate Fund (BREIX)

Total Return: 25.15%

PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PETAX)

Total Return: 24.88%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 20.22%

* annualized