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 Ivy Real Estate Securities Fund (IRSAX)

Performance (1-yr.): 5.47% Expenses: 1.58%
Performance (1-mo.): 5.09% Total Assets: $529.18M
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#52 Neuberger Berman Real Estate Fund (NREAX)

Performance (1-yr.): 4.39% Expenses: 1.21%
Performance (1-mo.): 4.11% Total Assets: $939.5M
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#53 Columbia Real Estate Equity Fund (CREAX)

Performance (1-yr.): 4.45% Expenses: 1.32%
Performance (1-mo.): 5.61% Total Assets: $539.85M
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AR Capital Real Estate Income Fund (ARIAX)

Performance (1-yr.): Expenses: 1.40%
Performance (1-mo.): 4.34% Total Assets: $32.7M
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BlackRock Real Estate Securities Fund (BAREX)

Performance (1-yr.): 8.52% Expenses: 1.30%
Performance (1-mo.): 4.78% Total Assets: $8.52M
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Brookfield U.S. Listed Real Estate Fund (BRUAX)

Performance (1-yr.): Expenses: 1.20%
Performance (1-mo.): 4.41% Total Assets: $27.36M
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Chilton Realty Income & Growth Fund (REIAX)

Performance (1-yr.): Expenses: 1.50%
Performance (1-mo.): 4.79% Total Assets: $15.38M
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Compass EMP REC Enhanced Volatility Weighted Fund (CWRAX)

Performance (1-yr.): 0.10% Expenses: 1.41%
Performance (1-mo.): 0.94% Total Assets: $21.18M
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DWS RREEF Real Estate Securities Income Fund (REFAX)

Performance (1-yr.): Expenses: 1.40%
Performance (1-mo.): 4.55% Total Assets: $14.98M
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Fidelity® Series Real Estate Equity Fund (FREDX)

Performance (1-yr.): 5.90% Expenses: 0.79%
Performance (1-mo.): 4.91% Total Assets: $1.14B
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Top Performing Real Estate Funds As of 03.05.2014

Baron Real Estate Fund (BREIX)

Total Return: 7.71%

Virtus Real Estate Securities Fund (PHRAX)

Total Return: 5.78%

Prudential US Real Estate Fund (PJEAX)

Total Return: 5.75%

Baron Real Estate Fund (BREIX)

Total Return: 24.60%

CGM Realty Fund (CGMRX)

Total Return: 12.67%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 10.93%

Baron Real Estate Fund (BREIX)

Total Return: 22.40%

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

Total Return: 13.26%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 12.12%

* Annualized