Fund Name | Share Class Type | Morningstar Rating | Performance YTD | Performance: 3 Years | Performance: 5 Years | YTD Return | 3 Year Return | 5 Year Return | Expense Ratio | Net Assets | Minimum Investment |
---|---|---|---|---|---|---|---|---|---|---|---|
Invesco Real Estate R IARRX Real Estate | Retirement | -0.85% | -6.95% | -2.08% | -5.34 | 0.98 | 1.49% | 995.94 | $1.000 | ||
Cohen & Steers International Realty C IRFCX Global Real Estate | C | -4.45% | -12.20% | -5.30% | -2.87 | -2.52 | 2.00% | 459.59 | $0 | ||
Dunham Real Estate Stock A DAREX Real Estate | A | -3.70% | -15.78% | -3.76% | -1.05 | -0.52 | 1.33% | 48.48 | $5.000 | ||
Brookfield Global Listed Real Estate A BLRAX Global Real Estate | A | -3.12% | -9.30% | -4.24% | -4.18 | -1.42 | 1.20% | 237.30 | $1.000 | ||
Schwab US REIT ETF™ SCHH Real Estate | -0.96% | -5.86% | -2.73% | -4.76 | 0.29 | 0.07% | 6292.30 | ||||
Pioneer Real Estate A Real Estate | A | 3.30% | 5.17% | 1.85% | -0.41 | 2.59 | 1.50% | 30.92 | $1.000 | ||
Pioneer Real Estate C Real Estate | C | 2.41% | 4.21% | 0.97% | -0.71 | 1.71 | 2.46% | 30.92 | $1.000 | ||
Salient Global Real Estate C KIRCX Global Real Estate | C | -3.03% | -7.65% | -3.42% | -20.65 | -1.03 | 2.10% | 21.66 | $2.500 | ||
American Century Real Estate C ARYCX Real Estate | C | -0.43% | -6.20% | -1.13% | -5.35 | 1.81 | 2.15% | 644.21 | $2.500 |
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