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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Columbia Real Estate Equity Inst CREEX Real Estate | Inst | 3.89% | 1.95% | 3.05% | -7.23 | 4.25 | 1.00% | 152.75 | $2.000 | ||
Davis Real Estate Y DREYX Real Estate | Inst | 2.28% | -1.12% | 0.55% | -6.88 | 1.75 | 0.72% | 142.97 | $5.000.000 | ||
Franklin Real Estate Securities Adv FRLAX Real Estate | Adv | 2.49% | -0.79% | 1.54% | -9.29 | 2.48 | 0.80% | 254.25 | $100.000 | ||
Principal Real Estate Securities R5 PREPX Real Estate | Retirement | 3.44% | -0.36% | 2.28% | -8.01 | 3.36 | 1.06% | 5579.66 | $0 | ||
Fidelity Advisor Real Estate A FHEAX Real Estate | A | 0.76% | -2.48% | -0.72% | -8.78 | 0.09 | 1.06% | 238.34 | $0 | ||
Fidelity Advisor Real Estate M FHETX Real Estate | M | 0.55% | -2.67% | -0.92% | -8.83 | -0.13 | 1.31% | 238.34 | $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 Global Real Estate | Inst | -2.34% | -8.25% | -3.83% | -5.40 | -2.12 | 1.00% | 494.58 | $100.000 | ||
Morgan Stanley Inst Global Real Est I MRLAX Global Real Estate | Inst | -1.56% | -3.24% | -3.73% | -4.57 | -2.39 | 0.80% | 36.13 | $1.000.000 |
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