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 |
---|---|---|---|---|---|---|---|---|---|---|---|
American Century Global Real Estate A ARYMX Global Real Estate | A | 2.74% | 0.58% | 1.85% | -0.36 | 3.00 | 1.37% | 689.87 | $2.500 | ||
Baron Real Estate Institutional BREIX Real Estate | Inst | 8.61% | 4.86% | 9.81% | 6.54 | 10.22 | 1.07% | 1588.99 | $1.000.000 | ||
Fidelity® Series Real Estate Income FSREX Real Estate | Inst | 3.44% | 3.15% | 2.20% | 3.77 | 3.83 | 0.00% | 300.83 | $0 | ||
Cohen & Steers Tot Ret Realty RFI Real Estate | 4.86% | 3.11% | 3.33% | 2.12 | 5.08 | 1.34% | 295.10 | ||||
MFS Global Real Estate R6 MGLRX Global Real Estate | Retirement | 2.89% | -0.08% | 1.34% | -2.32 | 2.40 | 0.83% | 2315.31 | $0 | ||
MFS Global Real Estate A MGLAX Global Real Estate | A | 2.55% | -0.43% | 0.99% | -2.59 | 2.05 | 1.17% | 2315.31 | $1.000 | ||
Cohen & Steers Instl Realty Shares CSRIX Real Estate | Inst | 5.60% | 4.17% | 3.92% | -2.00 | 4.68 | 0.75% | 5956.85 | $1.000.000 | ||
James Alpha Global Real Estate Invsmts I JARIX Global Real Estate | Inst | 9.64% | 9.23% | 9.92% | 1.20% | 808.64 | $1.000.000 | ||||
American Century Global Real Estate Inv ARYVX Global Real Estate | Inv | 3.00% | 0.83% | 2.11% | -0.18 | 3.27 | 1.12% | 689.87 | $2.500 |
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