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®

Vanguard REIT Index Fund (VGSIX)

Performance (1-yr.): 13.21% Expenses: 0.24%
Performance (1-mo.): 1.14% Total Assets: $43.7B
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VY Clarion Real Estate Portfolio (IVRSX)

Performance (1-yr.): 14.31% Expenses: 0.96%
Performance (1-mo.): 1.07% Total Assets: $719.74M
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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