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 |
---|---|---|---|---|---|---|---|---|---|---|---|
West Loop Realty A REIAX Real Estate | A | 0.83% | -5.78% | 0.22% | -7.77 | 2.74 | 1.35% | 20.60 | $2.500 | ||
Neuberger Berman Real Estate R3 NRERX Real Estate | Retirement | 0.22% | -7.51% | -0.03% | -9.43 | 2.43 | 1.47% | 679.50 | $0 | ||
Virtus Duff & Phelps Real Estate Secs A PHRAX Real Estate | A | 1.24% | -5.03% | 1.15% | -6.61 | 3.55 | 1.36% | 342.22 | $2.500 | ||
Cohen & Steers Real Estate Securities C CSCIX Real Estate | C | 1.28% | -6.14% | 0.72% | -6.56 | 3.14 | 1.75% | 7282.38 | $0 | ||
Principal Real Estate Securities R4 PRETX Real Estate | Retirement | 1.17% | -5.54% | 0.40% | -7.41 | 2.93 | 1.18% | 5595.47 | $0 | ||
DWS RREEF Real Estate Securities R RRRSX Real Estate | Retirement | 0.26% | -6.48% | -0.39% | -7.21 | 2.05 | 1.29% | 1032.50 | $0 | ||
Cromwell CenterSquare Real Estate Inv MRESX Real Estate | N | 0.52% | -5.74% | -0.29% | -7.62 | 2.18 | 1.12% | 112.52 | $2.000 | ||
Franklin Real Estate Securities R6 FSERX Real Estate | Retirement | 0.39% | -6.16% | -0.05% | -8.77 | 2.40 | 0.57% | 254.57 | $1.000.000 | ||
Invesco Global Real Estate R6 FGREX Global Real Estate | Retirement | -2.58% | -7.74% | -3.98% | -5.36 | -1.57 | 0.92% | 157.15 | $1.000.000 |
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