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 |
---|---|---|---|---|---|---|---|---|---|---|---|
DWS RREEF Real Estate Securities R RRRSX Real Estate | Retirement | 1.30% | -4.66% | 0.62% | 12.42 | 4.01 | 1.30% | 1186.53 | $0 | ||
Invesco Global Real Estate Income C ASRCX Global Real Estate | C | -2.03% | -6.80% | -2.62% | 2.16 | 0.20 | 1.96% | 589.22 | $1.000 | ||
West Loop Realty C REICX Real Estate | C | 1.17% | -4.71% | 1.11% | 10.73 | 4.29 | 2.10% | 23.14 | $2.500 | ||
American Century Real Estate C ARYCX Real Estate | C | 0.72% | -4.01% | -0.19% | 12.42 | 3.18 | 2.15% | 722.82 | $2.500 | ||
Russell Inv Global Real Estate Secs Y RREYX Global Real Estate | Inst | -1.15% | -6.91% | -1.78% | 8.55 | 1.22 | 0.89% | 412.01 | $10.000.000 | ||
iShares US Real Estate ETF IYR Real Estate | 1.52% | -4.65% | 1.08% | 29.30 | 4.75 | 0.39% | 4830.80 | ||||
Davis Real Estate Y DREYX Real Estate | Inst | 1.03% | -5.24% | 0.21% | 10.64 | 3.48 | 0.75% | 161.84 | $5.000.000 | ||
Franklin Real Estate Securities Adv FRLAX Real Estate | Adv | 1.28% | -4.92% | 1.29% | 9.86 | 4.66 | 0.91% | 286.20 | $100.000 | ||
JPMorgan Realty Income A Real Estate | A | 8.57% | 10.92% | 8.36% | 1.18% | 1118.24 | $1.000 |
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