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®
Lazard U.S. Realty Income Portfolio (LRIOX)
| Performance (1-yr.): 24.97% | Expenses: 1.45% |
| Performance (1-mo.): 4.41% | Total Assets: $184.95M |
Oppenheimer Global Real Estate Fund (OGRAX)
| Performance (1-yr.): — | Expenses: 1.45% |
| Performance (1-mo.): 7.53% | Total Assets: $90.73M |
PL Real Estate Fund (None)
| Performance (1-yr.): 13.35% | Expenses: 1.05% |
| Performance (1-mo.): 5.28% | Total Assets: $60.56M |
Prudential US Real Estate Fund (PJEAX)
| Performance (1-yr.): 15.69% | Expenses: 1.60% |
| Performance (1-mo.): 5.83% | Total Assets: $27.42M |
REMS Real Estate Income 50/50 Fund (RREFX)
| Performance (1-yr.): 19.22% | Expenses: 1.16% |
| Performance (1-mo.): 2.90% | Total Assets: $147.48M |
