Mutual funds are a common way for investors to access the real estate asset class. REIT.com provides a list of real estate funds that can be sorted by Morningstar rating, performance, and net assets.

Displaying 320 Results
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
Fidelity Real Estate Index FSRNX Real Estate No Load
2
0.40% -4.70% -0.48% 11.21 2.69 0.07% 2794.70 $0
Salient Global Real Estate Inv Global Real Estate Inv
2
-2.42% -7.09% -2.80% -20.81 -0.45 1.50% 21.66 $2.500
NYLI CBRE Real Estate Class A CLARX Real Estate A
2
0.94% -5.87% 1.32% 7.75 4.62 1.18% 297.20 $15.000
Rydex Real Estate A RYREX Real Estate A
2
-0.26% -6.25% -0.34% 11.54 2.79 1.66% 7.78 $2.500
Invesco Global Real Estate R5 IGREX Global Real Estate Retirement
2
-2.46% -7.66% -3.63% 4.61 -0.79 0.98% 155.46 $1.000.000
Virtus Duff & Phelps Intl Rl Estt Secs I PXRIX Global Real Estate Inst
2
-2.19% -9.14% -2.78% -3.52 -1.00 1.25% 2.58 $100.000
Delaware Global Listed Real Assets R DPRRX Global Allocation Retirement
2
0.04% -2.64% 1.83% 3.21 4.60 1.48% 119.06 $0
Principal Real Estate Income PGZ Real Estate
2
-3.05% -7.24% -6.68% 20.15 -4.03 2.62% 79.66
Morgan Stanley Inst US Real Estate L MSULX Real Estate Other
2
-0.30% -2.86% -0.76% 16.07 1.54 1.55% 14.25 $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.