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 |
---|---|---|---|---|---|---|---|---|---|---|---|
REMS Real Estate Income 50/50 Instl RREIX Real Estate | Inst | 0.46% | -1.00% | 1.43% | 0.69% | 28.42 | $50.000 | ||||
Spirit of America Real Estate Inc & Gr A SOAAX Real Estate | A | 0.42% | -5.55% | 0.30% | 12.63 | 3.54 | 1.60% | 77.08 | $500 | ||
Invesco Real Estate R IARRX Real Estate | Retirement | -0.19% | -5.89% | -1.13% | 7.43 | 2.17 | 1.50% | 973.23 | $1.000 | ||
Dunham Real Estate Stock A DAREX Real Estate | A | -2.62% | -12.78% | -2.73% | 11.19 | 0.50 | 1.33% | 46.97 | $5.000 | ||
Brookfield Global Listed Real Estate A BLRAX Global Real Estate | A | -2.25% | -7.25% | -3.24% | 7.03 | -0.35 | 1.20% | 173.90 | $1.000 | ||
Invesco Global Real Estate R6 FGREX Global Real Estate | Retirement | -2.41% | -7.63% | -3.58% | 4.66 | -0.73 | 0.95% | 155.46 | $1.000.000 | ||
Schwab US REIT ETF™ SCHH Real Estate | 0.25% | -4.00% | -0.98% | 11.50 | 2.14 | 0.07% | 7953.05 | ||||
Pioneer Real Estate A Real Estate | A | 3.30% | 5.17% | 1.85% | -0.41 | 2.59 | 1.50% | 30.92 | $1.000 | ||
Delaware Global Listed Real Assets Inst DPRSX Global Allocation | Inst | 0.54% | -2.15% | 2.34% | 3.66 | 5.13 | 0.98% | 119.06 | $0 |
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