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 | -1.15% | -6.91% | -1.78% | 8.55 | 1.22 | 0.89% | 412.01 | $10.000.000 | ||
iShares US Real Estate ETF IYR Real Estate | 1.52% | -4.65% | 1.08% | 29.30 | 4.75 | 0.39% | 4830.80 | ||||
Davis Real Estate Y DREYX Real Estate | Inst | 1.03% | -5.24% | 0.21% | 10.64 | 3.48 | 0.75% | 161.84 | $5.000.000 | ||
Franklin Real Estate Securities Adv FRLAX Real Estate | Adv | 1.28% | -4.92% | 1.29% | 9.86 | 4.66 | 0.91% | 286.20 | $100.000 | ||
JPMorgan Realty Income A Real Estate | A | 8.57% | 10.92% | 8.36% | 1.18% | 1118.24 | $1.000 | ||||
Morgan Stanley Inst Global Real Est I MRLAX Global Real Estate | Inst | -1.51% | -4.70% | -2.28% | 12.36 | 0.05 | 0.85% | 38.77 | $1.000.000 | ||
Shelton Real Estate Income Investor RENTX Real Estate | A | 1.40% | 0.30% | 2.14% | 1.42% | 1.55 | $1.000 | ||||
Manning & Napier Real Estate I Real Estate | Inst | 2.65% | -2.45% | 1.29% | 8.77 | 3.62 | 0.85% | 18.39 | $1.000.000 | ||
Neuberger Berman Real Estate C NRECX Real Estate | C | 1.14% | -5.60% | 0.90% | 10.54 | 4.29 | 1.97% | 773.57 | $1.000 |
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