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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Shelton Real Estate Income Investor RENTX Real Estate | A | 1.40% | 0.30% | 2.14% | 1.42% | 1.55 | $1.000 | ||||
Neuberger Berman Real Estate C NRECX Real Estate | C | 2.40% | -1.26% | 1.97% | -4.19 | 3.37 | 1.97% | 706.36 | $1.000 | ||
Nuveen Real Estate Securities I FARCX Real Estate | Inst | 2.94% | 1.11% | 1.59% | -2.60 | 3.27 | 0.97% | 948.17 | $100.000 | ||
Russell Inv Global Real Estate Secs S RRESX Global Real Estate | S | -0.54% | -4.13% | -1.68% | -0.96 | 0.26 | 1.09% | 393.77 | $0 | ||
PIMCO Real Estate Real Return Strategy A PETAX Real Estate | A | 3.82% | 1.23% | 3.00% | -1.73 | 4.62 | 3.53% | 528.12 | $1.000 | ||
Fidelity Intl Real Estate FIREX Global Real Estate | No Load | -1.98% | -9.95% | -2.30% | -3.40 | -0.29 | 0.95% | 482.22 | $0 | ||
Westwood Select Inc Inst KIFYX Preferred Stock | Inst | 1.81% | 0.39% | 1.19% | -0.03 | 3.29 | 1.01% | 264.28 | $100.000 | ||
iShares Core US REIT ETF USRT Real Estate | 3.48% | 2.04% | 2.18% | -1.17 | 3.99 | 0.08% | 2307.05 | ||||
MainStay CBRE Real Estate I CRARX Real Estate | Inst | 3.60% | 2.01% | 3.07% | -2.01 | 4.77 | 0.83% | 372.91 | $1.000.000 |
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