The top-performing real estate funds
Ranked by three-year return and by portfolio net assets
Ranked by three-year return
| Fund | Portfolio net assets | 1-year return | 3-year return | |
|---|---|---|---|---|
| 1 | Forward Select Income A | $1,189.6 | 2.42% | 19.05% |
| 2 | Lazard U.S. Realty Income Open | $23.7 | -3.56% | 15.12% |
| 3 | Fidelity Real Estate Income | $1,805.0 | 3.21% | 9.78% |
| 4 | Pimco Real Estate Real Return Strategy A | $1,959.5 | 11.13% | 6.55% |
| 5 | Neuberger Berman Real Estate Trust | $377.5 | -0.26% | 1.84% |
| 6 | REMS Real Estate Value Opportunity Institutional | $153.5 | -4.01% | 1.82% |
| 7 | Cohen & Steers Realty Income A | $570.7 | 0.20% | 1.22% |
| 8 | Managers Real Estate Securities | $55.7 | 2.06% | 1.20% |
| 9 | Alpine Realty Income & Growth | $97.4 | 0.22% | 1.05% |
| 10 | ING Clarion Real Estate Port S | $544.9 | 1.83% | 0.71% |
| 11 | Nuveen Real Estate Secs I | $3,039.5 | 1.44% | 0.57% |
| 12 | Cohen & Steers Institutional Realty Shares | $1,707.6 | 0.62% | 0.41% |
| 13 | Cohen & Steers Realty Shares | $3,671.0 | 0.46% | 0.34% |
| 14 | Eaton Vance Real Estate I | $9.1 | 1.52% | 0.31% |
| 15 | Fidelity Real Estate Investment | $3,160.7 | 0.96% | 0.20% |
| 16 | Stratton Real Estate | $75.9 | -1.77% | 0.07% |
| 17 | GMO Real Estate III | $15.1 | 3.21% | -0.49% |
| 18 | ING Real Estate Institutional | $760.8 | 2.04% | -0.50% |
| 19 | Phocas Real Estate | $4.0 | -1.85% | -0.52% |
| 20 | T. Rowe Price Real Estate | $2,745.3 | 1.30% | -0.62% |
| As of Sept. 30. Distinct share class only. Three-year returns annualized. Source: Morningstar Inc. | ||||
Ranked by portfolio net assets
| Fund | Portfolio net assets ($M) | |
|---|---|---|
| 1 | Vanguard REIT Index Inv | $17,525.1 |
| 2 | Cohen & Steers Realty Shares | $3,340.6 |
| 3 | Fidelity Real Estate Investment | $2,872.7 |
| 4 | Nuveen Real Estate Securities I | $2,716.7 |
| 5 | DFA Real Estate Securities I | $2,691.6 |
| 6 | T. Rowe Price Real Estate | $2,522.8 |
| 7 | Invesco Real Estate C | $1,921.9 |
| 8 | Fidelity Real Estate Income | $1,648.8 |
| 9 | PIMCO Real Estate Real Return Strategy A | $1,586.2 |
| 10 | Principal Real Estate Securities R2 | $1,507.7 |
| 11 | Cohen & Steers Institutional Realty Shares | $1,452.0 |
| 12 | CGM Realty | $1,352.8 |
| 13 | JPMorgan U.S. Real Estate A | $1,252.3 |
| 14 | Forward Select Income A | $1,146.2 |
| 15 | DWS RREEF Real Estate Securities Institutional | $1,075.7 |
| 16 | Virtus Real Estate Securities A | $979.3 |
| 17 | American Century Real Estate Inv | $905.2 |
| 18 | Morgan Stanley Inst U.S. Real Estate I | $794.3 |
| 19 | TIAA-CREF Real Estate Securities Institutional | $715.7 |
| 20 | ING Real Estate Institutional | $678.7 |
| 21 | Oppenheimer Real Estate A | $666.2 |
| 22 | Cohen & Steers Realty Income A | $529.4 |
| 23 | Goldman Sachs Real Estate A | $520.3 |
| 24 | Columbia Real Estate Equity Z | $508.0 |
| 25 | ING Clarion Real Estate Port S | $497.1 |
| As of Sept. 30 Source: Morningstar Inc. | ||
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