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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Westwood Real Estate Income A KIFAX Preferred Stock | A | 1.40% | -0.80% | 1.18% | 10.75 | 3.86 | 1.25% | 280.42 | $1.000 | ||
Fidelity Advisor Real Estate Income I FRIRX Moderate Allocation | Inst | 1.65% | -2.66% | 1.21% | 9.21 | 4.00 | 0.70% | 4960.15 | $0 | ||
Delaware Global Listed Real Assets A DPREX Global Allocation | A | 0.30% | -2.38% | 2.09% | 3.40 | 4.87 | 1.23% | 119.06 | $1.000 | ||
Morgan Stanley Inst US Real Estate A Real Estate | A | 0.23% | -2.34% | -0.23% | 16.56 | 2.09 | 1.05% | 14.25 | $1.000 | ||
Russell Inv Global Real Estate Secs C RRSCX Global Real Estate | C | -2.33% | -8.02% | -2.95% | 7.43 | 0.02 | 2.09% | 412.01 | $0 | ||
Pioneer Real Estate Y Real Estate | Inst | 3.65% | 5.49% | 2.19% | -0.30 | 2.95 | 1.20% | 30.92 | $5.000.000 | ||
Salient Select Income Inv Preferred Stock | Inv | 0.31% | -3.31% | -1.29% | -15.10 | 0.46 | 1.50% | 224.52 | $2.500 | ||
Franklin Real Estate Securities C FRRSX Real Estate | C | 0.27% | -5.87% | 0.28% | 8.98 | 3.62 | 1.91% | 286.20 | $1.000 | ||
Invesco Real Estate C IARCX Real Estate | C | -0.68% | -6.34% | -1.61% | 7.03 | 1.67 | 2.00% | 973.23 | $1.000 |
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