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 Advisor Real Estate Income C FRIOX Moderate Allocation | C | 1.27% | -2.43% | 0.71% | 9.13 | 3.10 | 1.71% | 4993.42 | $0 | ||
RMR Mortgage Trust Real Estate | 3.37% | 1.46% | 0.32% | 192.92 | |||||||
Westwood Global Real Estate C KIRCX Global Real Estate | C | -1.36% | -4.52% | -2.04% | 5.49 | 0.29 | 1.98% | 16.99 | $1.000 | ||
NYLI CBRE NextGen Real Estate ETF ROOF Real Estate | -0.39% | -4.84% | -1.40% | 8.66 | 0.79 | 0.60% | 142.14 | ||||
Dunham Real Estate Stock C DCREX Real Estate | C | -1.78% | -10.73% | -2.39% | 12.27 | -0.19 | 2.08% | 48.31 | $5.000 | ||
DFA International Real Estate Sec I DFITX Global Real Estate | Inst | -1.68% | -5.37% | -2.95% | 7.24 | -0.81 | 0.27% | 3660.48 | $0 | ||
Salient Select Income C KIFCX Preferred Stock | C | -0.31% | -3.89% | -1.93% | -15.26 | -0.21 | 2.10% | 224.52 | $2.500 | ||
WisdomTree New Economy Real Estate ETF WTRE Global Real Estate | -4.02% | -8.50% | -6.59% | 8.59 | -4.57 | 0.58% | 19.63 | ||||
SPDR® Dow Jones® International RelEstETF RWX Global Real Estate | -3.25% | -7.35% | -4.30% | 2.80 | -2.22 | 0.59% | 299.18 |
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