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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Third Avenue Real Estate Value Instl TAREX Global Real Estate | Inst | 1.43% | 0.19% | 0.95% | -2.44 | 1.84 | 1.15% | 290.72 | $10.000 | ||
Vanguard Real Estate Index Admiral VGSLX Real Estate | Inst | 2.55% | -1.19% | 1.52% | -7.47 | 2.58 | 0.12% | 64913.76 | $3.000 | ||
Virtus Duff & Phelps Real Estate Secs C PHRCX Real Estate | C | 2.59% | -0.57% | 2.04% | -6.61 | 3.15 | 2.08% | 343.79 | $2.500 | ||
Invesco Real Estate R IARRX Real Estate | Retirement | 1.28% | -1.75% | -0.43% | -8.07 | 0.66 | 1.49% | 976.29 | $1.000 | ||
Cohen & Steers International Realty C IRFCX Global Real Estate | C | -3.29% | -9.13% | -4.76% | -5.63 | -3.10 | 2.00% | 494.58 | $0 | ||
Northern Global Real Estate Index NGREX Global Real Estate | No Load | -0.55% | -4.06% | -2.11% | -4.74 | -0.58 | 0.47% | 939.46 | $2.500 | ||
Dunham Real Estate Stock A DAREX Real Estate | A | -1.84% | -11.99% | -2.09% | -3.68 | -0.90 | 1.33% | 47.55 | $5.000 | ||
Goldman Sachs Real Est Div Inc A GSRDX Real Estate | A | -8.87 | 1.68 | 2.11% | 391.53 | $2.500 | |||||
Morgan Stanley Inst US Real Estate R6 MURSX Real Estate | Retirement | 0.37% | 0.20% | -2.26% | -5.44 | -1.08 | 0.65% | 25.63 | $5.000.000 |
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