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 Real Estate Securities R6 FREGX Real Estate | Retirement | 4.35% | 2.75% | 5.41% | -2.68 | 5.36 | 0.83% | 1008.60 | $1.000.000 | ||
VanEck Mortgage REIT Income ETF MORT Real Estate | -2.83% | -10.19% | -3.26% | -8.75 | -5.61 | 0.41% | 158.53 | ||||
BlackRock Real Estate Securities Inv C BCREX Real Estate | C | 4.59% | 1.82% | 5.29% | -3.41 | 5.51 | 1.75% | 434.65 | $1.000 | ||
Fidelity Advisor® Real Estate Income C FRIOX Real Estate | C | 2.33% | -0.12% | 2.46% | -0.28 | 3.19 | 1.72% | 4831.51 | $0 | ||
American Century Global Real Estate A ARYMX Global Real Estate | A | 3.09% | 0.88% | 3.57% | -3.30 | 3.57 | 1.36% | 573.16 | $2.500 | ||
Russell Inv Global Real Estate Secs A RREAX Global Real Estate | A | 0.72% | -2.09% | 0.39% | -3.54 | 0.28 | 1.34% | 404.94 | $0 | ||
PIMCO Real Estate Real Return StrategyI2 PETPX Real Estate | Inst | 5.40% | 3.99% | 6.68% | -2.40 | 6.82 | 0.89% | 710.67 | $1.000.000 | ||
Virtus Duff & Phelps Glb Rl Estt Secs C VGSCX Global Real Estate | C | 2.91% | -0.22% | 3.08% | -3.40 | 2.94 | 2.15% | 338.67 | $2.500 | ||
RMR Mortgage Trust Real Estate | 3.37% | 1.46% | 0.32% | 192.92 |
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