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 A FRINX Moderate Allocation | A | 1.38% | -2.90% | 0.94% | 9.01 | 3.72 | 0.96% | 4960.15 | $0 | ||
iShares International Dev Real Est ETF IFGL Global Real Estate | -4.99% | -11.45% | -6.50% | 0.14 | -3.86 | 0.54% | 97.32 | ||||
VanEck Mortgage REIT Income ETF MORT Real Estate | -4.09% | -10.25% | -6.51% | 20.03 | -3.33 | 0.43% | 292.89 | ||||
Fidelity Advisor Real Estate Income C FRIOX Moderate Allocation | C | 0.62% | -3.64% | 0.19% | 8.25 | 2.95 | 1.71% | 4960.15 | $0 | ||
RMR Mortgage Trust Real Estate | 3.37% | 1.46% | 0.32% | 192.92 | |||||||
NYLI CBRE NextGen Real Estate ETF ROOF Real Estate | -2.26% | -7.88% | -3.13% | 6.08 | -0.41 | 0.60% | 37.61 | ||||
Dunham Real Estate Stock C DCREX Real Estate | C | -3.35% | -13.44% | -3.47% | 10.53 | -0.26 | 2.08% | 46.97 | $5.000 | ||
DFA International Real Estate Sec I DFITX Global Real Estate | Inst | -3.77% | -9.08% | -5.38% | 1.07 | -2.80 | 0.27% | 3440.39 | $0 | ||
Salient Select Income C KIFCX Preferred Stock | C | -0.31% | -3.89% | -1.93% | -15.26 | -0.21 | 2.10% | 224.52 | $2.500 |
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