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®

Eaton Vance Real Estate Fund (EAREX)

Performance (1-yr.): 13.49% Expenses: 1.25%
Performance (1-mo.): 0.86% Total Assets: $31.93M
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E.I.I Realty Securities Fund (EIIRX)

Performance (1-yr.): 16.36% Expenses: 0.80%
Performance (1-mo.): 1.54% Total Assets: $24.52M
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Fidelity® Series Real Estate Equity Fund (FREDX)

Performance (1-yr.): 13.63% Expenses: 0.79%
Performance (1-mo.): 1.05% Total Assets: $1.26B
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Fidelity® Series Real Estate Income Fund (FSREX)

Performance (1-yr.): 9.28% Expenses: 0.79%
Performance (1-mo.): 0.47% Total Assets: $841.62M
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Fidelity Spartan® Real Estate Index Fund (FSRNX)

Performance (1-yr.): 13.20% Expenses: 0.07%
Performance (1-mo.): 0.90% Total Assets: $294.05M
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Forward Real Estate Long/Short Fund (KSRAX)

Performance (1-yr.): 11.50% Expenses: 1.83%
Performance (1-mo.): 0.61% Total Assets: $73.5M
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Great-West Real Estate Index Fund (MXREX)

Performance (1-yr.): 12.40% Expenses: 0.70%
Performance (1-mo.): 0.85% Total Assets: $316.33M
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GuideStone Funds Real Estate Securities Fund (GREZX)

Performance (1-yr.): 8.22% Expenses: 1.06%
Performance (1-mo.): 1.69% Total Assets: $260.36M
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John Hancock II Real Estate Equity Fund (JHAZX)

Performance (1-yr.): 15.20% Expenses: 0.94%
Performance (1-mo.): 1.08% Total Assets: $256.36M
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Johnson Realty Fund (JRLTX)

Performance (1-yr.): 12.85% Expenses: 1.00%
Performance (1-mo.): 0.78% Total Assets: $10.28M
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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