Mutual funds are a common way for investors to access the real estate asset class. REIT.com provides a list of real estate funds that can be sorted by Morningstar rating, performance, and net assets.

Displaying 320 Results
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
2
-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
2
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
2
0.72% -2.29% 0.27% -1.23 2.89 1.01% 260.24 $100.000
VanEck Mortgage REIT Income ETF MORT Real Estate
1
-4.68% -11.31% -7.41% -4.19 -4.57 0.43% 264.72
RMR Mortgage Trust Real Estate
1
3.37% 1.46% 0.32% 192.92
Rydex Real Estate C RYCRX Real Estate C
1
-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
1
-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
1
-3.12% -9.76% -4.17% -7.13 -1.61 0.60% 140.18
Dunham Real Estate Stock C DCREX Real Estate C
1
-4.43% -16.42% -4.49% -2.99 -1.38 2.08% 47.68 $5.000

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