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®

Fidelity Spartan® Real Estate Index Fund (FSRNX)

Performance (1-yr.): 4.36% Expenses: 0.07%
Performance (1-mo.): 0.83% Total Assets: $208.96M
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Great-West Real Estate Index Fund (MXREX)

Performance (1-yr.): 3.57% Expenses: 0.70%
Performance (1-mo.): 0.83% Total Assets: $285.8M
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GuideStone Funds Real Estate Securities Fund (GREZX)

Performance (1-yr.): 0.82% Expenses: 1.06%
Performance (1-mo.): 0.10% Total Assets: $242.94M
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ING Clarion Real Estate Portfolio (IVRSX)

Performance (1-yr.): 5.37% Expenses: 0.86%
Performance (1-mo.): 0.74% Total Assets: $670.19M
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John Hancock II Real Estate Equity Fund (JHAZX)

Performance (1-yr.): 7.17% Expenses: 0.94%
Performance (1-mo.): 1.15% Total Assets: $256.33M
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Johnson Realty Fund (JRLTX)

Performance (1-yr.): 2.88% Expenses: 1.01%
Performance (1-mo.): 0.40% Total Assets: $10.82M
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J.P. Morgan Security Capital U.S. Core Real Estate Securities Fund (CEEAX)

Performance (1-yr.): 3.99% Expenses: 1.20%
Performance (1-mo.): 1.02% Total Assets: $74.22M
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Lazard US Realty Equity Portfolio (LREOX)

Performance (1-yr.): 3.73% Expenses: 1.35%
Performance (1-mo.): 0.23% Total Assets: $69.18M
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Lazard US Realty Income Portfolio (LRIOX)

Performance (1-yr.): 0.36% Expenses: 1.30%
Performance (1-mo.): 1.07% Total Assets: $127.16M
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Morgan Stanley Institutional Fund, Inc. U.S. Real Estate Portfolio (MUSDX)

Performance (1-yr.): 6.04% Expenses: 1.23%
Performance (1-mo.): 0.91% Total Assets: $972.44M
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Top Performing Real Estate Funds As of 04.22.2014

AR Capital Real Estate Income Fund (ARIAX)

Total Return: 1.19%

John Hancock II Real Estate Equity Fund (JHAZX)

Total Return: 1.15%

T. Rowe Price Real Estate Fund (TRREX)

Total Return: 1.13%

Baron Real Estate Fund (BREIX)

Total Return: 18.12%

Commonwealth Real Estate Securities Fund (CNREX)

Total Return: 7.77%

T. Rowe Price Real Estate Fund (TRREX)

Total Return: 7.28%

Baron Real Estate Fund (BREIX)

Total Return: 20.92%

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

Total Return: 13.47%

REMS Real Estate Value Opportunity Fund (HLRRX)

Total Return: 12.64%

* Annualized