Real estate funds with biggest returns this year

Posted - Nov. 29, 2013 at 2:17 p.m.



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Here are separate rankings of the top five exchange-traded and mutual real estate funds with biggest year-to-date returns:
\_ Exchange-traded funds:
Fund name Ticker YTD % return 1-year % return 3-year % return
IQ U.S. Real Estate Small Cap ETF ROOF 12.69 18.03 NA
PowerShares KBW Prem Yield Equity REIT KBWY 12.29 17.13 NA
iShares Indl/Office Rel Est Capped FNIO 5.66 10.79 8.58
iShares Retail Real Estate Capped RTL 3.9 7.1 13.02
Vanguard REIT Index ETF VNQ 3.16 7.67 11.09
Source: Morningstar
\_ Mutual funds
Fund name Ticker YTD % return 1-year % return 3-year % return
Baron Real Estate Institutional BREIX 22.2 30.0 23.4
Baron Real Estate Retail BREFX 21.9 29.6 23.1
REMS Real Estate Value Opportunity Institutional HLRRX 13.3 18.9 15.2
REMS Real Estate Value Opportunity P HLPPX 12.9 18.6 14.9
Commonwealth Real Estate Securities CNREX 7.8 13.0 7.4
\_ \_ \_ \_ \_
Source: Morningstar

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