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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Principal Real Estate Securities R2 PRENX Real Estate | Retirement | 7.52% | 8.41% | 6.39% | 1.56% | 5536.78 | $0 | ||||
Principal Real Estate Securities A PRRAX Real Estate | A | 1.99% | -4.26% | 1.43% | 10.44 | 4.73 | 1.22% | 6665.28 | $1.000 | ||
MFS Global Real Estate R6 MGLRX Global Real Estate | Retirement | 0.08% | -7.55% | -0.40% | 4.12 | 2.65 | 0.85% | 2421.60 | $0 | ||
American Century Global Real Estate C ARYTX Global Real Estate | C | 0.50% | -4.99% | 0.51% | 11.94 | 3.60 | 2.12% | 840.71 | $2.500 | ||
iShares Residential & Multisector RE ETF REZ Real Estate | 2.64% | -3.47% | 1.60% | 43.56 | 6.57 | 0.48% | 1247.48 | ||||
MFS Global Real Estate A MGLAX Global Real Estate | A | -0.25% | -7.87% | -0.74% | 3.91 | 2.32 | 1.19% | 2421.60 | $1.000 | ||
DFA Real Estate Securities I DFREX Real Estate | Inst | 2.08% | -3.91% | 1.64% | 11.92 | 5.05 | 0.18% | 7572.89 | $0 | ||
AB Global Real Estate Investment I AEEIX Global Real Estate | Inst | -0.47% | -6.11% | -1.27% | 8.72 | 1.78 | 1.42% | 52.01 | $2.000.000 | ||
SEI Real Estate I (SIMT) SEIRX Real Estate | Inst | 2.71% | -2.56% | 2.87% | 14.82 | 6.34 | 1.36% | 76.31 | $100.000 |
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