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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Principal Real Estate Securities A PRRAX Real Estate | A | 1.12% | -5.57% | 0.36% | -4.82 | 3.67 | 1.22% | 5754.23 | $1.000 | ||
PACE Global Real Estate Securities A PREAX Global Real Estate | A | -2.88% | -8.72% | -3.83% | -4.25 | -0.80 | 1.45% | 60.47 | $1.000 | ||
Principal Real Estate Securities C PRCEX Real Estate | C | 0.30% | -6.36% | -0.46% | -5.13 | 2.83 | 2.10% | 5754.23 | $1.000 | ||
Westwood Real Estate Income A KIFAX Preferred Stock | A | 0.36% | -2.62% | -0.08% | -1.58 | 2.49 | 1.25% | 259.72 | $1.000 | ||
Delaware Global Real Estate C IRECX Global Real Estate | C | -1.00% | -4.04% | -1.98% | -4.13 | -0.07 | 2.04% | 9.74 | $1.000 | ||
Morgan Stanley Inst Global Real Est R6 MGREX Global Real Estate | Retirement | -3.09% | -7.28% | -4.70% | -1.37 | -1.62 | 0.80% | 37.13 | $5.000.000 | ||
IQ CBRE NextGen Real Estate ETF ROOF Real Estate | -3.12% | -9.76% | -4.17% | -6.09 | -1.37 | 0.60% | 141.75 | ||||
MFS Global Real Estate R6 MGLRX Global Real Estate | Retirement | 0.08% | -7.31% | -0.35% | -4.07 | 2.81 | 0.85% | 2315.45 | $0 | ||
Fidelity Advisor Real Estate Income I FRIRX Real Estate | Inst | 1.41% | -2.90% | 1.06% | 0.81 | 3.70 | 0.73% | 4487.92 | $0 |
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