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 | 1.40% | -0.80% | 1.18% | 10.75 | 3.86 | 1.25% | 280.42 | $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 | ||
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 | ||
Salient Select Income C KIFCX Preferred Stock | C | -0.31% | -3.89% | -1.93% | -15.26 | -0.21 | 2.10% | 224.52 | $2.500 | ||
WisdomTree New Economy Real Estate ETF WTRE Global Real Estate | -5.42% | -10.60% | -8.34% | 5.56 | -6.15 | 0.58% | 18.12 | ||||
SPDR® Dow Jones® International RelEstETF RWX Global Real Estate | -5.39% | -11.04% | -6.82% | -4.47 | -4.39 | 0.59% | 273.08 | ||||
Fidelity Advisor Real Estate Income M FRIQX Moderate Allocation | M | 1.36% | -2.92% | 0.93% | 8.98 | 3.71 | 0.96% | 4960.15 | $0 | ||
ALPS REIT Dividend Dogs ETF RDOG Real Estate | -0.56% | -5.56% | -1.07% | 9.14 | 2.04 | 0.35% | 14.13 |
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