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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Delaware Global Listed Real Assets A DPREX Global Allocation | A | 0.30% | -2.38% | 2.09% | 3.40 | 4.87 | 1.23% | 119.06 | $1.000 | ||
Morgan Stanley Inst US Real Estate A Real Estate | A | 0.23% | -2.34% | -0.23% | 16.56 | 2.09 | 1.05% | 14.25 | $1.000 | ||
Fidelity Advisor Real Estate Income I FRIRX Moderate Allocation | Inst | 1.65% | -2.66% | 1.21% | 9.21 | 4.00 | 0.70% | 4960.15 | $0 | ||
Pioneer Real Estate Y Real Estate | Inst | 3.65% | 5.49% | 2.19% | -0.30 | 2.95 | 1.20% | 30.92 | $5.000.000 | ||
Russell Inv Global Real Estate Secs C RRSCX Global Real Estate | C | -2.33% | -8.02% | -2.95% | 7.43 | 0.02 | 2.09% | 412.01 | $0 | ||
T. Rowe Price Real Estate TRREX Real Estate | Inv | 0.61% | -4.81% | 0.54% | 8.74 | 3.64 | 0.88% | 810.73 | $2.500 | ||
Fidelity Real Estate Income FRIFX Moderate Allocation | No Load | 1.64% | -2.65% | 1.21% | 9.24 | 3.99 | 0.67% | 4960.15 | $0 | ||
Goldman Sachs Intl Real Estate Sec C GIRCX Global Real Estate | C | 2.46% | -0.16% | 2.43% | 2.11% | 38.59 | $1.000 | ||||
Salient Select Income Inv Preferred Stock | Inv | 0.31% | -3.31% | -1.29% | -15.10 | 0.46 | 1.50% | 224.52 | $2.500 |
© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its current providers; (2) may not be copied or distributed; and (3)is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee for future results.