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.): 6.30% Expenses: 0.07%
Performance (1-mo.): 5.15% Total Assets: $196.72M
See all details for FSRNX »

Great-West Real Estate Index Fund (MXREX)

Performance (1-yr.): 5.38% Expenses: 0.70%
Performance (1-mo.): 5.01% Total Assets: $280.16M
See all details for MXREX »

GuideStone Funds Real Estate Securities Fund (GREZX)

Performance (1-yr.): 1.91% Expenses: 1.06%
Performance (1-mo.): 4.08% Total Assets: $243.23M
See all details for GREZX »

ING Clarion Real Estate Portfolio (IVRSX)

Performance (1-yr.): 7.76% Expenses: 0.86%
Performance (1-mo.): 5.28% Total Assets: $667.91M
See all details for IVRSX »

John Hancock II Real Estate Equity Fund (JHAZX)

Performance (1-yr.): 8.67% Expenses: 0.94%
Performance (1-mo.): 5.56% Total Assets: $255.08M
See all details for JHAZX »

Johnson Realty Fund (JRLTX)

Performance (1-yr.): 5.21% Expenses: 1.01%
Performance (1-mo.): 4.69% Total Assets: $10.86M
See all details for JRLTX »

J.P. Morgan Security Capital U.S. Core Real Estate Securities Fund (CEEAX)

Performance (1-yr.): 4.74% Expenses: 1.20%
Performance (1-mo.): 3.64% Total Assets: $73.6M
See all details for CEEAX »

Lazard US Realty Equity Portfolio (LREOX)

Performance (1-yr.): 6.01% Expenses: 1.35%
Performance (1-mo.): 4.68% Total Assets: $72.27M
See all details for LREOX »

Lazard US Realty Income Portfolio (LRIOX)

Performance (1-yr.): 1.81% Expenses: 1.30%
Performance (1-mo.): 4.01% Total Assets: $124.66M
See all details for LRIOX »

Morgan Stanley Institutional Fund, Inc. U.S. Real Estate Portfolio (MUSDX)

Performance (1-yr.): 7.48% Expenses: 1.23%
Performance (1-mo.): 5.27% Total Assets: $968.25M
See all details for MUSDX »

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