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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Westwood Real Estate Income A KIFAX Preferred Stock | A | 1.75% | -0.20% | 1.47% | 10.87 | 4.14 | 1.25% | 285.33 | $1.000 | ||
Delaware Global Real Estate C IRECX Global Real Estate | C | -1.00% | -4.04% | -1.98% | -4.13 | -0.07 | 2.04% | 9.74 | $1.000 | ||
PGIM Global Real Estate R PURRX Global Real Estate | Retirement | 0.66% | -3.20% | -0.04% | 12.12 | 2.09 | 1.55% | 909.57 | $0 | ||
Nuveen Real Estate Securities A FREAX Real Estate | A | 2.98% | -0.52% | 1.85% | 11.32 | 3.94 | 1.22% | 1099.05 | $3.000 | ||
DWS RREEF Real Estate Securities C RRRCX Real Estate | C | 2.57% | -1.71% | 1.30% | 12.00 | 3.41 | 1.71% | 1189.72 | $1.000 | ||
Vanguard Real Estate Index Institutional VGSNX Real Estate | Inst | 3.17% | -1.29% | 2.26% | 11.43 | 4.47 | 0.11% | 70499.55 | $5.000.000 | ||
Delaware Ivy Lasalle Global Real Estt B Global Real Estate | B | 6.13% | 6.79% | 5.70% | 2.09% | 78.80 | $750 | ||||
Shelton Real Estate Income Institutional RENIX Real Estate | Inst | 1.67% | 0.58% | 2.40% | 1.17% | 1.55 | $500.000 | ||||
Goldman Sachs Real Estate Securities R GRERX Real Estate | Retirement | 2.56% | -0.82% | 1.66% | 10.15 | 3.81 | 1.45% | 94.46 | $0 |
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