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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Davis Real Estate Y DREYX Real Estate | Inst | 2.28% | -1.12% | 0.55% | -7.33 | 1.43 | 0.72% | 142.21 | $5.000.000 | ||
Franklin Real Estate Securities Adv FRLAX Real Estate | Adv | 2.49% | -0.79% | 1.54% | -9.79 | 2.15 | 0.80% | 252.54 | $100.000 | ||
Principal Real Estate Securities R5 PREPX Real Estate | Retirement | 3.44% | -0.36% | 2.28% | -8.42 | 3.02 | 1.06% | 5550.96 | $0 | ||
Fidelity Advisor Real Estate A FHEAX Real Estate | A | 0.76% | -2.48% | -0.72% | -9.38 | -0.21 | 1.06% | 238.34 | $0 | ||
PIMCO Real Estate Real Return Strategy A PETAX Real Estate | A | 3.39% | -0.30% | 2.46% | -8.65 | 3.05 | 3.53% | 530.60 | $1.000 | ||
Fidelity Intl Real Estate FIREX Global Real Estate | No Load | -1.66% | -9.09% | -2.27% | -7.78 | -0.88 | 0.95% | 503.04 | $0 | ||
LDR Real Estate Value Opportunity Instl HLRRX Real Estate | Inst | 1.96% | -1.99% | 2.85% | -6.87 | 4.66 | 1.04% | 18.70 | $50.000 | ||
DWS RREEF Global Real Estate Secc Inst RRGIX Global Real Estate | Inst | 1.12% | -2.61% | 0.08% | -5.99 | 1.21 | 0.95% | 164.05 | $1.000.000 | ||
Invesco Global Real Estate Income R5 ASRIX Global Real Estate | Retirement | 0.19% | -2.80% | -0.85% | -7.07 | 0.33 | 0.89% | 551.36 | $1.000.000 |
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