Real Estate Funds
Real estate portfolios invest primarily in real estate investment trusts of various types. REITs are companies that develop and manage real estate properties. There are several different types of REITs, including apartment, factory-outlet, health-care, hotel, industrial, mortgage, office, and shopping center REITs. Some portfolios in this category also invest in real estate operating companies.
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Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Real Estate Index Investor | VGSIX | Real Estate | 64.91 Bil | 4.19% | 81 | 57 | 54 | 0.260% | $3,000 | No Load | Limited |
| Cohen & Steers Real Estate Securities F | CREFX | Real Estate | 7.28 Bil | 3.26% | 30 | 14 | — | 0.750% | — | No Load | Limited |
| Cohen & Steers Realty Shares L | CSRSX | Real Estate | 5.56 Bil | 3.24% | 27 | 13 | 9 | 0.880% | $10,000 | No Load | Open |
| Fidelity Real Estate Income | FRIFX | Real Estate | 4.49 Bil | 4.95% | 3 | 22 | 57 | 0.730% | — | No Load | Open |
| Nuveen Real Estate Sec Sel Retail | TCREX | Real Estate | 2.73 Bil | 2.84% | 91 | 45 | 17 | 0.770% | $2,500 | No Load | Open |
| Nuveen Real Estate Sec Sel Premier | TRRPX | Real Estate | 2.73 Bil | 2.96% | 90 | 42 | 15 | 0.630% | — | No Load | Open |
| Nuveen Real Estate Sec Sel Advisor | TIRHX | Real Estate | 2.71 Bil | 2.99% | 89 | 41 | — | 0.600% | — | No Load | Open |
| Fidelity Real Estate Index | FSRNX | Real Estate | 2.38 Bil | 3.13% | 75 | 87 | 79 | 0.070% | — | No Load | Open |
| Fidelity Real Estate Investment Port | FRESX | Real Estate | 2.34 Bil | 2.44% | 56 | 70 | 52 | 0.720% | — | No Load | Open |
| Baron Real Estate Retail | BREFX | Real Estate | 1.71 Bil | 0.06% | 56 | 1 | 1 | 1.310% | $2,000 | No Load | Open |
| DWS RREEF Real Estate Securities S | RRREX | Real Estate | 1.03 Bil | 2.18% | 62 | 43 | 26 | 0.750% | $2,500 | No Load | Open |
| Invesco Real Estate Investor | REINX | Real Estate | 971.07 Mil | 2.36% | 81 | 81 | 72 | 1.240% | $1,000 | No Load | Limited |
| Empower Real Estate Index Inv | MXREX | Real Estate | 805.55 Mil | 1.80% | 33 | 79 | 77 | 0.650% | — | No Load | Open |
| T. Rowe Price Real Estate | TRREX | Real Estate | 784.75 Mil | 2.79% | 34 | 80 | 81 | 0.820% | $2,500 | No Load | Open |
| T. Rowe Price Real Estate Advisor | PAREX | Real Estate | 781.06 Mil | 2.36% | 38 | 83 | 86 | 1.090% | $2,500 | No Load | Open |
| Neuberger Berman Real Estate Tr | NBRFX | Real Estate | 683.96 Mil | 2.32% | 85 | 31 | 26 | 1.400% | $1,000 | No Load | Limited |
| Neuberger Berman Real Estate E | NREEX | Real Estate | 679.50 Mil | 3.34% | — | — | — | 0.080% | — | No Load | Open |
| American Century Real Estate Inv | REACX | Real Estate | 628.63 Mil | 2.46% | 36 | 56 | 57 | 1.150% | $2,500 | No Load | Open |
| Guggenheim Risk Managed Real Estt P | GURPX | Real Estate | 325.85 Mil | 2.79% | 22 | 10 | — | 1.270% | — | No Load | Open |
| Manning & Napier Real Estate S | MNREX | Real Estate | 232.78 Mil | 2.22% | 78 | 76 | 49 | 1.100% | $2,000 | No Load | Open |
| Manning & Napier Real Estate W | MNRWX | Real Estate | 232.78 Mil | 3.60% | 40 | 49 | — | 0.100% | — | No Load | Open |
| JHancock Real Estate Securities 1 | JIREX | Real Estate | 231.25 Mil | 2.52% | 25 | 28 | 18 | 0.850% | — | No Load | Open |
| VY® CBRE Real Estate S | IVRSX | Real Estate | 168.32 Mil | 2.52% | 11 | 18 | 39 | 1.000% | — | No Load | Open |
| Columbia Real Estate Equity Adv | CRERX | Real Estate | 152.03 Mil | 1.90% | 4 | 16 | 25 | 1.000% | $2,000 | No Load | Open |
| Baron Real Estate Income Retail | BRIFX | Real Estate | 138.23 Mil | 1.88% | 83 | 3 | — | 1.050% | $2,000 | No Load | Open |
| Cromwell CenterSquare Real Estate Inv | MRESX | Real Estate | 112.52 Mil | 2.31% | 43 | 57 | 41 | 1.120% | $2,000 | No Load | Open |
| Goldman Sachs Real Estate Securities P | GMJPX | Real Estate | 86.16 Mil | 2.39% | 18 | 44 | — | 0.830% | — | No Load | Open |
| Goldman Sachs Real Estate Securities Svc | GRESX | Real Estate | 84.90 Mil | 2.12% | 31 | 64 | 72 | 1.340% | — | No Load | Open |
| Goldman Sachs Real Estate Securities Inv | GRETX | Real Estate | 84.90 Mil | 2.41% | 21 | 48 | 67 | 0.950% | — | No Load | Open |
| Fidelity SAI Real Estate Index | FESIX | Real Estate | 79.07 Mil | 1.12% | 76 | 86 | — | 0.070% | — | No Load | Open |
| Terra Firma US Concntr Rlty Eq Open | TFREX | Real Estate | 19.36 Mil | 2.32% | 52 | 53 | 60 | 1.250% | $2,500 | No Load | Limited |
| LDR Real Estate Value Opportunity P | HLPPX | Real Estate | 19.07 Mil | 2.99% | 70 | 12 | 81 | 2.570% | $2,500 | No Load | Open |
| Commonwealth Real Estate Securities | CNREX | Real Estate | 15.09 Mil | — | 2 | 5 | 34 | 2.720% | $200 | No Load | Open |
| Heitman US Real Estate Secs Inv | HTMNX | Real Estate | 5.05 Mil | 2.87% | 57 | 62 | — | 1.170% | $2,500 | No Load | Open |
| Rydex Real Estate H | RYHRX | Real Estate | 4.82 Mil | 2.08% | 91 | 84 | 88 | 1.650% | $2,500 | No Load | Open |
Real Estate Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.