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 M FRIQX Moderate Allocation | M | 2.00% | -1.71% | 1.44% | 9.72 | 3.86 | 0.96% | 4993.42 | $0 | ||
Invesco Real Estate Investor REINX Real Estate | Inv | 1.76% | -2.29% | 0.19% | 8.64 | 2.29 | 1.20% | 1013.05 | $1.000 | ||
Invesco Global Real Estate R RGREX Global Real Estate | Retirement | -1.17% | -4.53% | -2.52% | 7.55 | -0.43 | 1.67% | 163.34 | $1.000 | ||
Salient Select Income Institutional KIFYX Preferred Stock | Inst | 0.66% | -2.98% | -0.95% | -14.51 | 0.78 | 1.15% | 224.52 | $100.000 | ||
InfraCap REIT Preferred ETF PFFR Preferred Stock | -1.36% | -3.17% | -0.15% | 13.84 | 2.39 | 0.45% | 107.94 | ||||
Invesco KBW Premium Yield Eq REIT ETF KBWY Real Estate | 0.35% | 0.73% | -2.27% | 9.57 | 0.38 | 0.35% | 248.35 | ||||
Salient Select Income A KIFAX Preferred Stock | A | 0.26% | -3.37% | -1.34% | -14.78 | 0.40 | 1.55% | 224.52 | $2.500 | ||
iShares Mortgage Real Estate Capped ETF REM Real Estate | -2.64% | -8.17% | -4.95% | 22.56 | -2.74 | 0.48% | 651.00 | ||||
Morgan Stanley Inst US Real Estate L MSULX Real Estate | Other | 0.58% | -0.76% | -0.73% | 13.31 | 1.60 | 1.55% | 28.46 | $1.000 |
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