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 |
---|---|---|---|---|---|---|---|---|---|---|---|
Shelton Real Estate Income Investor RENTX Real Estate | A | 1.40% | 0.30% | 2.14% | 1.42% | 1.55 | $1.000 | ||||
Manning & Napier Real Estate I Real Estate | Inst | 2.65% | -2.45% | 1.29% | 8.77 | 3.62 | 0.85% | 18.39 | $1.000.000 | ||
Neuberger Berman Real Estate C NRECX Real Estate | C | 1.14% | -5.60% | 0.90% | 10.54 | 4.29 | 1.97% | 773.57 | $1.000 | ||
Nuveen Real Estate Securities I FARCX Real Estate | Inst | 1.60% | -3.69% | 1.13% | 11.61 | 4.52 | 0.97% | 1106.11 | $100.000 | ||
Russell Inv Global Real Estate Secs S RRESX Global Real Estate | S | -1.34% | -7.08% | -1.97% | 8.32 | 1.02 | 1.09% | 412.01 | $0 | ||
LDR Real Estate Value Opportunity Instl HLRRX Real Estate | Inst | 1.96% | -3.04% | 3.25% | 13.08 | 6.58 | 2.16% | 16.39 | $50.000 | ||
Westwood Real Estate Inc Inst KIFYX Preferred Stock | Inst | 1.76% | -0.47% | 1.54% | 11.06 | 4.23 | 1.01% | 280.42 | $100.000 | ||
iShares Core US REIT ETF USRT Real Estate | 2.36% | -2.47% | 1.90% | 13.92 | 5.24 | 0.08% | 2902.52 | ||||
Janus Henderson Global Real Estate S JERSX Global Real Estate | S | -0.93% | -8.42% | -1.79% | 6.12 | 1.10 | 1.38% | 423.77 | $2.500 |
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