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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Invesco Global Real Estate R5 IGREX Global Real Estate | Retirement | -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 | -2.19% | -9.14% | -2.78% | -3.52 | -1.00 | 1.25% | 2.58 | $100.000 | ||
Delaware Global Listed Real Assets R DPRRX Global Allocation | Retirement | 0.04% | -2.64% | 1.83% | 3.21 | 4.60 | 1.48% | 119.06 | $0 | ||
Principal Real Estate Income PGZ Real Estate | -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 | -0.30% | -2.86% | -0.76% | 16.07 | 1.54 | 1.55% | 14.25 | $1.000 | ||
Vanguard Global ex-US Real Est ETF VNQI Global Real Estate | -3.76% | -9.32% | -5.38% | 4.16 | -2.84 | 0.12% | 3995.51 | ||||
SPDR® Dow Jones® REIT ETF RWR Real Estate | 1.25% | -3.55% | 0.71% | 12.42 | 3.92 | 0.25% | 1881.86 | ||||
PIMCO Real Estate Real Return Strategy C PETCX Real Estate | C | 0.65% | -6.93% | 0.95% | 8.34 | 4.16 | 7.24% | 514.92 | $1.000 | ||
T. Rowe Price Real Estate Advisor PAREX Real Estate | Adv | 0.35% | -5.06% | 0.27% | 8.46 | 3.36 | 1.17% | 810.73 | $2.500 |
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