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®
#51 JPMorgan U.S. Real Estate Fund (SUSIX)
| Performance (1-yr.): 14.91% | Expenses: 1.18% |
| Performance (1-mo.): 6.61% | Total Assets: $688.04M |
#52 Forward Real Estate Fund (KREAX)
| Performance (1-yr.): 18.07% | Expenses: 1.68% |
| Performance (1-mo.): 5.40% | Total Assets: $54.4M |
#53 CGM Realty Fund (CGMRX)
| Performance (1-yr.): 7.25% | Expenses: 0.89% |
| Performance (1-mo.): 3.48% | Total Assets: $1.43B |
#54 Heitman REIT Fund (OARTX)
| Performance (1-yr.): 15.23% | Expenses: 1.50% |
| Performance (1-mo.): 6.85% | Total Assets: $53.31M |
#55 Rydex Series Real Estate Fund (RYREX)
| Performance (1-yr.): 18.56% | Expenses: 1.61% |
| Performance (1-mo.): 4.88% | Total Assets: $38.03M |
#56 Spirit of America Real Estate Income & Growth Fund (SOAAX)
| Performance (1-yr.): 14.06% | Expenses: 1.75% |
| Performance (1-mo.): 4.73% | Total Assets: $148.17M |
#57 Commonwealth Real Estate Securities Fund (CNREX)
| Performance (1-yr.): 14.84% | Expenses: 3.53% |
| Performance (1-mo.): 2.62% | Total Assets: $8.78M |
BlackRock Real Estate Securities Fund (BAREX)
| Performance (1-yr.): — | Expenses: 1.30% |
| Performance (1-mo.): 6.93% | Total Assets: $6.7M |
Compass EMP REC Enhanced Volatility Weighted Fund (CWRAX)
| Performance (1-yr.): — | Expenses: 1.41% |
| Performance (1-mo.): 5.02% | Total Assets: $3.35M |
Fidelity Spartan Real Estate Index Fund (FSRNX)
| Performance (1-yr.): 17.26% | Expenses: 0.08% |
| Performance (1-mo.): 6.85% | Total Assets: $145.41M |
