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 Series Real Estate Income FSREX Moderate Allocation | Inst | 2.00% | -1.81% | 1.67% | 10.17 | 4.39 | 0.00% | 269.26 | $0 | ||
Virtus Duff & Phelps Intl Rl Estt Secs A PXRAX Global Real Estate | A | -2.45% | -9.37% | -3.04% | -3.75 | -1.24 | 1.50% | 2.58 | $2.500 | ||
Morgan Stanley Inst US Real Estate I Real Estate | Inst | 0.56% | -2.00% | 0.09% | 16.98 | 2.42 | 0.70% | 14.25 | $1.000.000 | ||
Delaware Global Listed Real Assets C DPRCX Global Allocation | C | -0.45% | -3.12% | 1.33% | 2.80 | 4.09 | 1.98% | 119.06 | $1.000 | ||
Fidelity Advisor Real Estate C FHECX Real Estate | C | -1.00% | -6.80% | -1.34% | 10.38 | 1.85 | 1.78% | 209.73 | $0 | ||
Rydex Real Estate H RYHRX Real Estate | Other | -0.25% | -6.24% | -0.33% | 11.54 | 2.80 | 1.66% | 7.78 | $2.500 | ||
Invesco Global Real Estate C CGREX Global Real Estate | C | -3.59% | -8.74% | -4.73% | 3.58 | -1.92 | 2.17% | 155.46 | $1.000 | ||
PACE Global Real Estate Securities A PREAX Global Real Estate | A | -2.48% | -8.04% | -3.31% | 3.81 | -0.42 | 1.45% | 61.27 | $1.000 | ||
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 |
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