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 |
---|---|---|---|---|---|---|---|---|---|---|---|
iShares US Real Estate ETF IYR Real Estate | 0.36% | -6.31% | -0.45% | -6.90 | 0.15 | 0.40% | 2915.57 | ||||
Columbia Real Estate Equity Inst CREEX Real Estate | Inst | 1.75% | -3.39% | 1.45% | -6.34 | 4.33 | 1.00% | 152.75 | $2.000 | ||
Davis Real Estate Y DREYX Real Estate | Inst | 0.41% | -5.88% | -0.88% | -5.60 | 1.93 | 0.75% | 144.50 | $5.000.000 | ||
Franklin Real Estate Securities Adv FRLAX Real Estate | Adv | 0.16% | -6.42% | -0.27% | -8.08 | 2.71 | 0.80% | 256.49 | $100.000 | ||
Principal Real Estate Securities R5 PREPX Real Estate | Retirement | 1.29% | -5.43% | 0.52% | -6.57 | 3.53 | 1.06% | 5645.42 | $0 | ||
Fidelity Advisor Real Estate A FHEAX Real Estate | A | -1.57% | -8.02% | -2.59% | -7.83 | 0.32 | 1.06% | 214.75 | $0 | ||
Fidelity Advisor Real Estate M FHETX Real Estate | M | -1.79% | -8.22% | -2.80% | -7.87 | 0.10 | 1.31% | 214.75 | $0 | ||
JPMorgan Realty Income A Real Estate | A | 8.57% | 10.92% | 8.36% | 1.18% | 1118.24 | $1.000 | ||||
Cohen & Steers International Realty I IRFIX | Inst | -3.50% | -11.34% | -4.36% | -2.54 | -1.54 | 1.00% | 459.59 | $100.000 |
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