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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Advisor Real Estate I FHEIX Real Estate | Inst | -1.33% | -7.80% | -2.36% | -6.87 | 0.69 | 0.80% | 214.75 | $0 | ||
PIMCO Real Estate Real Return Strategy A PETAX Real Estate | A | 0.85% | -6.30% | 0.52% | -6.28 | 3.71 | 3.53% | 479.09 | $1.000 | ||
Westwood Real Estate Inc Inst KIFYX Preferred Stock | Inst | 0.72% | -2.29% | 0.27% | -1.23 | 2.89 | 1.01% | 260.24 | $100.000 | ||
VanEck Mortgage REIT Income ETF MORT Real Estate | -4.68% | -11.31% | -7.41% | -4.19 | -4.57 | 0.43% | 264.72 | ||||
RMR Mortgage Trust Real Estate | 3.37% | 1.46% | 0.32% | 192.92 | |||||||
Rydex Real Estate C RYCRX Real Estate | C | -2.12% | -8.58% | -2.60% | -5.39 | 0.33 | 2.40% | 4.86 | $2.500 | ||
Morgan Stanley Inst Global Real Est A MRLBX Global Real Estate | A | -3.43% | -7.58% | -5.04% | -2.06 | -2.17 | 1.20% | 37.22 | $1.000 | ||
IQ CBRE NextGen Real Estate ETF ROOF Real Estate | -3.12% | -9.76% | -4.17% | -7.13 | -1.61 | 0.60% | 140.18 | ||||
Dunham Real Estate Stock C DCREX Real Estate | C | -4.43% | -16.42% | -4.49% | -2.99 | -1.38 | 2.08% | 47.68 | $5.000 |
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