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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Cohen & Steers Qty Inc Realty RQI Real Estate | 5.31% | 2.83% | 4.35% | -0.81 | 5.87 | 2.21% | 1707.28 | ||||
Third Avenue Real Estate Value Instl TAREX Global Real Estate | Inst | 1.60% | 1.41% | 0.79% | 2.81 | 3.11 | 1.15% | 309.35 | $10.000 | ||
Vanguard Real Estate Index Admiral VGSLX Real Estate | Inst | 2.89% | -0.02% | 2.01% | -1.18 | 3.68 | 0.12% | 63594.34 | $3.000 | ||
Virtus Duff & Phelps Real Estate Secs C PHRCX Real Estate | C | 2.97% | 0.62% | 2.50% | -1.40 | 4.16 | 2.08% | 366.49 | $2.500 | ||
Invesco Real Estate R5 IARIX Real Estate | Retirement | 2.18% | -0.15% | 0.66% | -1.82 | 2.34 | 0.87% | 1052.54 | $1.000.000 | ||
AAM/Phocas Real Estate I APRIX Real Estate | Inst | 2.58% | -1.38% | 1.84% | -4.61 | 3.03 | 0.90% | 2442.20 | $25.000 | ||
First Trust Alerian Dsrupt Tech RE ETF DTRE Global Real Estate | -0.41% | -3.31% | -1.78% | -5.96 | -3.23 | 0.60% | 18.33 | ||||
American Century Real Estate R AREWX Real Estate | Retirement | 2.52% | 0.35% | 1.61% | -1.56 | 3.19 | 1.65% | 678.29 | $2.500 | ||
Spirit of America Real Estate Inc & Gr A SOAAX Real Estate | A | 2.09% | -0.21% | 1.17% | -0.77 | 2.84 | 1.54% | 72.64 | $500 |
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