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% | -6.63 | 3.36 | 1.22% | 5645.42 | $1.000 | ||
PACE Global Real Estate Securities A PREAX Global Real Estate | A | -2.88% | -8.72% | -3.83% | -5.86 | -1.05 | 1.45% | 59.50 | $1.000 | ||
Principal Real Estate Securities C PRCEX Real Estate | C | 0.30% | -6.36% | -0.46% | -6.94 | 2.52 | 2.10% | 5645.42 | $1.000 | ||
Westwood Real Estate Income A KIFAX Preferred Stock | A | 0.36% | -2.62% | -0.08% | -1.80 | 2.43 | 1.25% | 259.06 | $1.000 | ||
Natixis AEW Global Focused Real Estate N NRFNX Global Real Estate | N | -0.53% | -6.60% | -1.68% | -4.55 | 1.24 | 0.85% | 35.01 | $1.000.000 | ||
iShares Global REIT ETF REET Global Real Estate | -4.08% | -6.74% | -2.30% | -5.41 | 0.59 | 0.14% | 3466.20 | ||||
Empower Real Estate Index Inv MXREX Real Estate | Other | -0.23% | -5.22% | -1.37% | -5.75 | 1.51 | 0.65% | 803.30 | $0 | ||
Baron Real Estate Institutional BREIX Real Estate | Inst | 5.86% | -5.52% | 10.21% | -0.31 | 13.76 | 1.06% | 1713.66 | $1.000.000 | ||
Fidelity Series Real Estate Income FSREX Real Estate | Inst | 2.04% | -1.51% | 1.85% | 3.11 | 4.32 | 0.00% | 254.09 | $0 |
© 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.