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 |
---|---|---|---|---|---|---|---|---|---|---|---|
American Century Global Real Estate R6 ARYDX Global Real Estate | Retirement | 1.10% | -4.74% | 1.30% | -2.68 | 4.23 | 0.77% | 786.72 | $0 | ||
Fidelity Real Estate Index FSRNX Real Estate | No Load | -0.75% | -6.42% | -2.17% | -6.97 | 0.69 | 0.07% | 2383.35 | $0 | ||
InfraCap REIT Preferred ETF PFFR Preferred Stock | -3.01% | -5.56% | -1.30% | 1.10 | 1.12 | 0.45% | 78.09 | ||||
Neuberger Berman Real Estate A NREAX Real Estate | A | 0.48% | -7.27% | 0.23% | -8.40 | 3.10 | 1.22% | 681.69 | $1.000 | ||
Invesco KBW Premium Yield Eq REIT ETF KBWY Real Estate | -2.79% | -5.05% | -5.19% | -10.31 | -3.28 | 0.35% | 194.92 | ||||
Janus Henderson Global Real Estate A JERAX Global Real Estate | A | -1.19% | -9.35% | -1.72% | -4.81 | 1.17 | 1.20% | 390.69 | $2.500 | ||
SPDR® Dow Jones Global Real Estate ETF RWO Global Real Estate | -1.81% | -6.92% | -2.79% | -5.77 | -0.05 | 0.50% | 1164.63 | ||||
iShares Cohen & Steers REIT ETF ICF Real Estate | 0.52% | -5.83% | -0.52% | -6.58 | 2.47 | 0.33% | 1973.56 | ||||
AB Global Real Estate Investment A AREAX Global Real Estate | A | -1.59% | -7.72% | -2.48% | -4.56 | 0.37 | 1.81% | 52.06 | $2.500 |
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