Real Estate Medalist Funds
Real estate sector funds help you gain exposure to mortgage companies, property management companies, and REITs.
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Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
|
---|---|---|---|---|---|---|---|
Virtus Duff & Phelps Real Estate Secs R6
VRREX
| 0.790% | 6.29% | −0.48% | 5.00% | 350.56 Mil | ||
Virtus Duff & Phelps Glb Rl Estt Secs R6
VRGEX
| 0.890% | 6.03% | −3.90% | 2.41% | 368.65 Mil | ||
Third Avenue Real Estate Value Z
TARZX
| 1.050% | 11.88% | −0.79% | 2.70% | 283.59 Mil | ||
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PPDPN
| 1.150% | 11.85% | −0.87% | 2.61% | 283.59 Mil | ||
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RWQSSW
| 1.000% | 3.28% | −1.46% | 4.00% | 62.33 Mil | ||
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GMJD
| 1.000% | 3.20% | −1.46% | 3.99% | 62.33 Mil | ||
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HCFQ
| 1.000% | 9.11% | −2.90% | 5.68% | 29.60 Mil | ||
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SYZN
| 0.900% | 9.12% | −2.80% | 5.81% | 29.60 Mil | ||
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BPSW
| 0.600% | 1.09% | −1.80% | 6.25% | 200.82 Mil | ||
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QWNTRM
| 0.750% | 6.37% | −0.55% | 4.85% | 6.62 Bil | ||
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NFLNZ
| 1.060% | 5.44% | −2.43% | 12.37% | 1.75 Bil | ||
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GJVVM
| 1.060% | 5.44% | −2.43% | 12.37% | 1.75 Bil | ||
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TFLVM
| 1.050% | 6.29% | −2.85% | 7.85% | 145.77 Mil | ||
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BRJLHS
| 0.800% | 6.48% | −2.61% | 8.02% | 145.77 Mil | ||
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LZPSJZ
| 0.800% | 6.55% | −2.61% | 8.07% | 145.77 Mil | ||
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SYXBV
| 0.770% | 10.77% | −1.38% | 3.93% | 794.66 Mil | ||
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PPMVH
| 0.770% | 10.78% | −1.38% | 3.92% | 794.66 Mil | ||
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GXWF
| 0.920% | 10.61% | −1.52% | 3.76% | 794.66 Mil | ||
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XHZRY
| 1.620% | 9.82% | −2.22% | 3.04% | 794.66 Mil | ||
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RMMRC
| 1.120% | 10.41% | −1.74% | 3.56% | 794.66 Mil | ||
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LVHBQ
| 0.920% | 10.61% | −1.52% | 3.77% | 794.66 Mil | ||
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TZVRV
| 1.370% | 10.08% | −1.98% | 3.29% | 794.66 Mil |