List of REIT and Real Estate Funds

344 Results
View as: GridTable
Fund Name Share Class Type Morningstar Rating Performance Overall YTD (%) Performance Overall 3 Year (%) Performance Overall 5 Year (%)sort ascending Expense Ratio (%) Net Assets ($mil) Minimum Investments
PGZ Real Estate 9.02%2/29/2020 11.02% 7.69% 2.62% 100 N/A
RNP Allocation--50% to 70% Equity 9.65%2/29/2020 6.26% 6.75% 0.00% 888 N/A
CSDIX Real Estate 8.97%2/29/2020 5.40% 6.40% 0.87% 6,087 $100,000
REM Real Estate 6.53%2/29/2020 5.38% 6.40% 0.48% 647 N/A
CSEIX Real Estate 8.67%2/29/2020 5.12% 6.13% 1.14% 6,087 $0
REZ Real Estate 9.02%2/29/2020 5.52% 6.12% 0.48% 337 N/A
REZ Real Estate 9.02%2/29/2020 5.52% 6.12% 0.48% 337 N/A
RQI Real Estate 9.65%2/29/2020 5.63% 6.09% 0.00% 1,151 N/A
TIREX Real Estate 9.08%2/29/2020 7.18% 6.07% 0.51% 2,196 $2,000,000
TRRPX Real Estate 8.92%2/29/2020 7.02% 5.92% 0.66% 2,196 $0
MORT Real Estate 5.52%2/29/2020 4.92% 5.92% 0.42% 98 N/A
MORT Real Estate 5.52%2/29/2020 4.92% 5.92% 0.42% 98 N/A
NRREX Real Estate 6.27%2/29/2020 6.80% 5.91% 0.76% 495 $0
NBRIX Real Estate 8.56%2/29/2020 6.71% 5.83% 0.86% 495 $1,000,000
TRRSX Real Estate 8.81%2/29/2020 6.91% 5.81% 0.76% 2,196 $0
SREAX Global Real Estate 6.60%2/29/2020 7.80% 5.80% 1.30% 31 $1,000
TCREX Real Estate 8.75%2/29/2020 6.85% 5.75% 0.81% 2,196 $2,500
JERIX Global Real Estate 7.86%2/29/2020 8.96% 5.72% 1.10% 566 $1,000,000
CSRIX Real Estate 8.37%2/29/2020 5.62% 5.64% 0.75% 3,592 $1,000,000
NBRFX Real Estate 8.36%2/29/2020 6.51% 5.63% 1.43% 495 $1,000

Pages

© 2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its current providers; (2) may not be copied or distributed; and (3)is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee for future results.
The information on this Site is for informational purposes only and the Site is not intended to be a solicitation related to any particular company, nor does Nareit intend to provide investment, financial, legal or tax advice. More...