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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Nuveen Diversified Div & Income World Allocation | 7.38% | 8.20% | 5.90% | 0.00% | 230.71 | ||||||
Delaware Global Listed Real Assets Inst DPRSX Global Allocation | Inst | -0.94% | -0.94% | -1.77 | 6.02 | 0.98% | 112.04 | $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 | ||
West Loop Realty C REICX Real Estate | C | 0.06% | -6.51% | -0.55% | -8.00 | 1.97 | 2.10% | 20.60 | $2.500 | ||
Russell Inv Global Real Estate Secs Y RREYX Global Real Estate | Inst | -1.93% | -8.05% | -2.76% | -5.21 | -0.33 | 0.89% | 382.87 | $10.000.000 | ||
iShares US Real Estate ETF IYR Real Estate | 0.36% | -6.31% | -0.45% | -9.04 | 1.79 | 0.40% | 3261.42 | ||||
Davis Real Estate Y DREYX Real Estate | Inst | 0.41% | -5.88% | -0.88% | -6.45 | 1.44 | 0.75% | 143.23 | $5.000.000 | ||
Franklin Real Estate Securities Adv FRLAX Real Estate | Adv | 0.16% | -6.42% | -0.27% | -8.85 | 2.17 | 0.80% | 254.57 | $100.000 |
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