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
Russell Inv Global Real Estate Secs Y RREYX Global Real Estate Inst
3
-0.21% -3.80% -1.58% -8.14 -0.73 0.89% 371.25 $10.000.000
iShares US Real Estate ETF IYR Real Estate
3
2.56% -0.97% 1.29% -9.46 -0.12 0.40% 3621.87
Columbia Real Estate Equity Inst CREEX Real Estate Inst
4
3.89% 1.95% 3.05% -9.41 3.71 1.00% 153.90 $2.000
Davis Real Estate Y DREYX Real Estate Inst
3
2.28% -1.12% 0.55% -9.19 1.25 0.72% 139.11 $5.000.000
Franklin Real Estate Securities Adv FRLAX Real Estate Adv
3
2.49% -0.79% 1.54% -11.05 2.07 0.80% 274.75 $100.000
Principal Real Estate Securities R5 PREPX Real Estate Retirement
5
3.44% -0.36% 2.28% -9.93 2.96 1.06% 5465.63 $0
Fidelity Advisor Real Estate A FHEAX Real Estate A
2
0.76% -2.48% -0.72% -10.51 -0.28 1.06% 238.34 $0
Fidelity Advisor Real Estate M FHETX Real Estate M
2
0.55% -2.67% -0.92% -10.57 -0.50 1.31% 238.34 $0
JPMorgan Realty Income A Real Estate A
3
8.57% 10.92% 8.36% 1.18% 1118.24 $1.000

© 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.