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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Nuveen Real Estate Securities I FARCX Real Estate | Inst | 1.60% | -3.69% | 1.13% | 11.61 | 4.52 | 0.97% | 1106.11 | $100.000 | ||
Russell Inv Global Real Estate Secs S RRESX Global Real Estate | S | -1.34% | -7.08% | -1.97% | 8.32 | 1.02 | 1.09% | 412.01 | $0 | ||
LDR Real Estate Value Opportunity Instl HLRRX Real Estate | Inst | 1.96% | -3.04% | 3.25% | 13.08 | 6.58 | 2.16% | 16.39 | $50.000 | ||
Westwood Real Estate Inc Inst KIFYX Preferred Stock | Inst | 1.76% | -0.47% | 1.54% | 11.06 | 4.23 | 1.01% | 280.42 | $100.000 | ||
iShares Core US REIT ETF USRT Real Estate | 2.36% | -2.47% | 1.90% | 13.92 | 5.24 | 0.08% | 2902.52 | ||||
Janus Henderson Global Real Estate S JERSX Global Real Estate | S | -0.93% | -8.42% | -1.79% | 6.12 | 1.10 | 1.38% | 423.77 | $2.500 | ||
T. Rowe Price Global Real Estate TRGRX Global Real Estate | Inv | -0.93% | -7.13% | -0.77% | 7.04 | 2.15 | 0.95% | 74.72 | $2.500 | ||
NYLI CBRE Real Estate Class I CRARX Real Estate | Inst | 1.28% | -5.55% | 1.65% | 8.04 | 4.97 | 0.83% | 297.20 | $1.000.000 | ||
JPMorgan Realty Income C Real Estate | C | 8.05% | 10.39% | 7.86% | 1.68% | 1118.24 | $1.000 |
© 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.