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 |
---|---|---|---|---|---|---|---|---|---|---|---|
JPMorgan Realty Income C Real Estate | C | 8.05% | 10.39% | 7.86% | 1.68% | 1118.24 | $1.000 | ||||
Nuveen Real Estate Securities R6 FREGX Real Estate | Retirement | 1.75% | -3.55% | 1.28% | 11.75 | 4.66 | 0.84% | 1106.11 | $1.000.000 | ||
BlackRock Real Estate Securities Inv C BCREX Real Estate | C | 1.07% | -5.53% | 0.78% | 9.26 | 3.95 | 1.75% | 319.54 | $1.000 | ||
Russell Inv Global Real Estate Secs A RREAX Global Real Estate | A | -1.59% | -7.32% | -2.21% | 8.11 | 0.77 | 1.34% | 412.01 | $0 | ||
PIMCO Real Estate Real Return StrategyI2 PETPX Real Estate | Inst | 1.72% | -5.95% | 2.04% | 9.36 | 5.28 | 6.19% | 514.92 | $1.000.000 | ||
Franklin Real Estate Securities A FREEX Real Estate | A | 1.02% | -5.17% | 1.04% | 9.63 | 4.40 | 1.16% | 286.20 | $1.000 | ||
Schwab Global Real Estate SWASX Global Real Estate | Other | -1.68% | -7.24% | -3.14% | 7.00 | -0.31 | 0.71% | 307.37 | $0 | ||
iShares Global REIT ETF REET Global Real Estate | -0.45% | -5.34% | -1.47% | 8.75 | 1.56 | 0.14% | 3897.93 | ||||
Manning & Napier Real Estate S Real Estate | S | 2.39% | -2.71% | 1.02% | 8.54 | 3.36 | 1.10% | 18.39 | $2.000 |
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