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
Franklin Real Estate Securities C FRRSX Real Estate C
2
1.47% -1.77% 0.53% -10.92 1.14 1.80% 256.90 $1.000
Invesco Real Estate C IARCX Real Estate C
2
0.79% -2.22% -0.91% -10.36 -0.21 1.99% 956.54 $1.000
T. Rowe Price Real Estate TRREX Real Estate Inv
2
1.94% 0.37% 0.35% -10.50 0.91 0.82% 773.32 $2.500
American Century Real Estate A AREEX Real Estate A
3
2.40% -0.54% 1.34% -9.61 2.05 1.40% 622.04 $2.500
Nuveen Real Estate Securities R3 FRSSX Real Estate Retirement
3
6.92% 8.37% 5.30% 1.55% 2642.02 $0
Fidelity Real Estate Income FRIFX Real Estate No Load
4
2.20% -0.97% 1.70% -1.48 3.35 0.73% 4632.80 $0
Delaware Real Estate Securities C IRSCX Real Estate C
3
1.93% -1.26% 1.08% -8.35 2.00 1.95% 106.32 $1.000
Principal Real Estate Securities R1 PRAEX Real Estate Retirement
4
2.80% -0.96% 1.65% -9.79 2.40 1.68% 5485.98 $0
Eaton Vance Real Estate I Real Estate Inst
3
7.08% 8.73% 5.17% 1.01% 23.07 $250.000

© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its current providers; (2) may not be copied or distributed; and (3)is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee for future results.