Best Performing REIT Mutual Funds
Real estate mutual fund invests in businesses which involve real estate. It may invest in real estate investment trusts (REITs). This stock mutual fund may invest in companies which operate apartment complex, office buildings, shopping malls, hotels and even self-storage facilities. This mutual fund has higher yield than regular mutual fund.
From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its 5 year total returns up to May 17, 2015.Top 12 real estate mutual funds 2015 are:
- Baron Real Estate Fund (BREFX)
- PIMCO Real Estate Real Return Strategy Fund (PETAX)
- Phocas Real Estate Fund (PHREX)
- American Century Real Estate Fund (REACX)
- Lazard US Realty Equity Portfolio Open Shares (LREOX)
- AMG Managers Real Estate Securities Fund (MRESX)
- Cohen & Steers Real Estate Securities Fund (CSEIX)
- American Century Real Estate Fund (AREEX)
- Principal Real Estate Securities Fund (PRRAX)
- Fidelity Real Estate Investment Portfolio (FRESX)
- Nuveen Real Estate Securities Fund (FREAX)
- Vanguard REIT Index Fund (VGSIX)
Baron Real Estate Fund
This Baron Real Estate Fund invests in common stock of U.S. and non-U.S. real estate. The year to date return is 1.93%. It has $1.9 billion of assets. As fund family of Baron Capital Group, it has a yield of 0.10%. The expense fee is 1.32%. Jeffrey A. Kolitch is the fund manager since 2009.More: Best Performing Real Estate Mutual Funds of 2012
You can invest this mutual fund with $2,000 initial funding. The portfolio turnover rate is 24%. Morningstar has ranked this mutual fund with 5 star rating. This best performing real estate mutual fund has returned 24.06% over the past 3 year and 20.49% over the past 5 year.
As of 2015, the top 5 stocks are Brookdale Senior Living Inc, Hilton Worldwide Holdings Inc, CBRE Group Inc, Hyatt Hotels Corp, and Capital Senior Living Corp. Top 3 sectors are real estate, consumer cyclical, and healthcare.
PIMCO Real Estate Real Return Strategy Fund
The PIMCO Real Estate Real Return Strategy Fund is a 3 star rating. Its expense fee is 1.14%. Total net assets are $2.3 billion. This PIMCO fund has a sales load of 5.50%. The fund managers are Mihir P. Worah, Jeremie Banet, and Nicholas J. Johnson.This top real estate mutual fund has returned 10.24% over the past 3 year, and 17.85% over the past 5 year. The past 5 year performance is as follows:
- Year 2015: 0.93% (YTD)
- Year 2014: 37.78%
- Year 2013: -13.20%
- Year 2012: 28.19%
- Year 2011: 25.46%
Real Estate Funds Performance
| No | Fund Name | Ticker | 5 Year Return % |
|---|---|---|---|
| 1 | Baron Real Estate Fund Retail Class | BREFX | 20.49 |
| 2 | PIMCO RealEstateRealReturn Strategy Fund Class A | PETAX | 17.85 |
| 3 | Phocas Real Estate Fund | PHREX | 14.47 |
| 4 | American Century Real Estate Fund Investor Class | REACX | 14.41 |
| 5 | Lazard US Realty Equity Portfolio Open Shares | LREOX | 14.28 |
| 6 | AMG Managers Real Estate Securities Fund | MRESX | 14.23 |
| 7 | Cohen & Steers Real Estate Securities Fund,Inc. Class A | CSEIX | 14.17 |
| 8 | American Century Real Estate Fund A Class | AREEX | 14.12 |
| 9 | Principal Real Estate Securities Fund Class A | PRRAX | 14.06 |
| 10 | Fidelity Real Estate Investment Portfolio | FRESX | 13.84 |
| 11 | Nuveen Real Estate Securities Fund Class A | FREAX | 13.83 |
| 12 | Vanguard REIT Index Fund Investor Shares | VGSIX | 13.79 |
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