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 |
---|---|---|---|---|---|---|---|---|---|---|---|
AB Global Real Estate Investment Advisor ARSYX Global Real Estate | Adv | 1.21% | -2.69% | 0.37% | 10.83 | 2.51 | 1.55% | 54.29 | $0 | ||
PIMCO Real Estate Real Return Strategy A PETAX Real Estate | A | 3.46% | -2.13% | 3.02% | 10.68 | 5.13 | 6.49% | 559.11 | $1.000 | ||
Fidelity Intl Real Estate FIREX Global Real Estate | No Load | -1.28% | -9.20% | -1.74% | 4.24 | 0.40 | 0.95% | 372.94 | $0 | ||
Westwood Real Estate Inc Inst KIFYX Preferred Stock | Inst | 2.11% | 0.11% | 1.83% | 11.12 | 4.51 | 1.01% | 285.33 | $100.000 | ||
iShares Core US REIT ETF USRT Real Estate | 3.95% | 1.06% | 2.83% | 13.59 | 5.02 | 0.08% | 2803.46 | ||||
T. Rowe Price Global Real Estate TRGRX Global Real Estate | Inv | 0.86% | -3.58% | 0.73% | 9.59 | 2.90 | 0.95% | 77.15 | $2.500 | ||
NYLI CBRE Real Estate Class I CRARX Real Estate | Inst | 3.20% | -1.50% | 2.95% | 9.49 | 5.14 | 0.83% | 301.90 | $1.000.000 | ||
JPMorgan Realty Income C Real Estate | C | 8.05% | 10.39% | 7.86% | 1.68% | 1118.24 | $1.000 | ||||
Nuveen Real Estate Securities R6 FREGX Real Estate | Retirement | 3.39% | -0.14% | 2.24% | 11.64 | 4.34 | 0.84% | 1099.05 | $1.000.000 |
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