Real Estate: Total Returns

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Data through 12/9/2016. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Real Estate 4.20 5.90 -2.22 8.84 11.27 11.45
Invesco Real Estate B AARBX 3.99 4.05 -3.49 6.66 9.78 10.18
Alpine Realty Income & Growth A AIAGX 4.92 6.45 -1.61 9.88 12.87 ---
Alpine Realty Income & Growth Instl AIGYX 4.91 6.68 -1.58 10.08 13.12 12.74
American Century Real Estate R6 AREDX 4.04 5.26 -3.37 8.69 11.96 ---
American Century Real Estate A AREEX 4.01 4.67 -3.50 8.04 11.28 11.25
American Century Real Estate R AREWX 4.00 4.44 -3.57 7.76 11.00 10.97
American Century Real Estate C ARYCX 3.95 3.95 -3.68 7.24 10.46 10.41
BlackRock Real Estate Securities Inv A BAREX 4.80 6.07 -1.94 9.58 12.79 ---
BlackRock Real Estate Securities Inv C BCREX 4.75 5.38 -2.14 8.81 11.96 ---
BlackRock Real Estate Securities Instl BIREX 4.80 6.35 -1.87 9.88 13.07 ---
Baron Real Estate Retail BREFX 3.26 -1.63 2.29 -1.59 4.26 15.15
Baron Real Estate Institutional BREIX 3.33 -1.38 2.38 -1.34 4.52 15.45
Baron Real Estate R6 BREUX 3.30 --- 2.34 --- --- ---
Brookfield US Listed Real Estate A BRUAX 4.82 6.79 -3.93 9.23 --- ---
Brookfield US Listed Real Estate C BRUCX 4.83 6.03 -4.04 8.86 --- ---
Brookfield US Listed Real Estate I BRUIX 4.85 7.01 -3.81 9.90 --- ---
Brookfield US Listed Real Estate Y BRUYX 4.84 7.09 -3.80 9.88 --- ---
JPMorgan Sec Cptl US Cor Rl Estt Secs A CEEAX 2.04 3.47 -2.70 6.05 9.05 8.92
JPMorgan Sec Cptl US Cor Rl Estt Secs C CEECX 1.99 2.94 -2.81 5.49 8.51 8.37
JPMorgan Sec Cptl US Cor Rl Estt Secs R5 CEEFX 2.09 3.87 -2.59 6.52 9.56 9.41
JPMorgan Sec Cptl US Cor Rl Estt Secs R6 CEERX 2.09 3.91 -2.57 6.57 9.61 9.47
JPMorgan Sec Cptl US Cor Rl Estt SecsSel CEESX 2.09 3.68 -2.64 6.33 9.34 9.20
CGM Realty CGMRX 8.67 8.35 15.33 8.09 10.23 10.11
Cohen & Steers Real Estate Securities R CIRRX 3.17 6.09 -3.29 9.11 --- ---
Voya Real Estate A CLARX 4.06 2.59 -4.01 5.90 10.85 10.89
Commonwealth Real Estate Securities CNREX 5.33 7.60 1.42 8.55 7.09 9.89
Voya Real Estate I CRARX 4.11 3.38 -3.90 6.53 11.05 11.15
Voya Real Estate B CRBCX 3.97 1.87 -4.20 5.10 9.96 10.03
Voya Real Estate C CRCRX 4.01 2.13 -4.16 5.28 9.85 9.97
Columbia Real Estate Equity A CREAX 3.20 3.59 -3.91 6.91 11.47 11.10
Columbia Real Estate Equity B CREBX 3.20 2.88 -4.08 6.18 10.67 10.27
Columbia Real Estate Equity C CRECX 3.20 2.88 -4.09 6.19 10.67 10.28
Columbia Real Estate Equity Z CREEX 3.26 3.83 -3.83 7.23 11.78 11.38
Columbia Real Estate Equity I CREIX 3.32 4.03 -3.78 7.41 11.98 11.62
Columbia Real Estate Equity R4 CRERX 3.27 3.90 -3.84 7.25 11.77 ---
Columbia Real Estate Equity W CREWX 3.26 3.64 -3.90 6.97 11.49 11.11
Columbia Real Estate Equity K CRRFX 3.19 3.75 -3.92 7.11 11.64 11.27
Columbia Real Estate Equity R5 CRRVX 3.27 3.95 -3.81 7.33 11.90 11.50
Columbia Real Estate Equity R CRSRX 3.20 3.33 -3.97 6.65 11.20 10.81
Voya Real Estate R CRWRX 4.02 2.33 -4.03 5.65 10.58 10.63
Cohen & Steers Real Estate Securities C CSCIX 3.11 5.53 -3.44 8.43 13.61 13.11
Cohen & Steers Real Estate Securities I CSDIX 3.17 6.47 -3.25 9.49 14.68 14.16
Cohen & Steers Real Estate Securities A CSEIX 3.20 6.22 -3.26 9.22 14.36 13.85
Cohen & Steers Instl Realty Shares CSRIX 2.93 4.27 -3.78 7.38 12.32 12.22
Cohen & Steers Realty Shares CSRSX 2.90 3.97 -3.87 7.06 12.12 11.98
Cohen & Steers Real Estate Securities Z CSZIX 3.19 6.53 -3.21 9.64 --- ---
Dunham Real Estate Stock A DAREX 4.57 5.22 -3.29 8.43 11.70 12.06
Dunham Real Estate Stock C DCREX 4.42 4.42 -3.54 7.60 10.85 11.21
DFA Real Estate Securities I DFREX 4.66 7.08 -3.01 10.48 12.79 12.43
Dunham Real Estate Stock N DNREX 4.52 5.41 -3.24 8.68 11.97 12.34
Delaware REIT C DPRCX 4.35 3.37 -2.80 6.69 10.28 10.39
Delaware REIT R6 DPRDX 4.39 --- -2.59 --- --- ---
Delaware REIT A DPREX 4.33 4.07 -2.67 7.49 11.09 11.20
Delaware REIT R DPRRX 4.34 3.89 -2.74 7.17 10.81 10.94
Delaware REIT Instl DPRSX 4.39 4.32 -2.60 7.71 11.38 11.49
Davis Real Estate B DREBX 3.29 7.16 -3.31 9.57 10.68 9.65
Davis Real Estate C DRECX 3.32 7.38 -3.24 9.83 10.94 9.91
Davis Real Estate Y DREYX 3.41 8.50 -2.99 11.06 12.15 11.12
Eaton Vance Real Estate A EAREX 4.59 3.44 -1.57 6.74 12.73 11.63
E.I.I. Realty Securities Investor EIIIX 4.11 6.49 -2.29 10.25 --- ---
E.I.I. Realty Securities Institutional EIIRX 4.12 6.67 -2.22 10.49 12.46 12.25
Eaton Vance Real Estate I EIREX 4.59 3.64 -1.51 6.99 13.00 11.92
Nuveen Real Estate Securities I FARCX 4.57 5.30 -2.80 8.32 12.33 12.25
Fidelity® SAI Real Estate Index FESIX 4.88 --- -2.32 --- --- ---
Salient Real Estate Inv FFREX 7.40 12.23 2.44 14.87 13.26 12.95
Salient Tactical Real Estate Inv FFSRX 6.99 16.54 3.73 18.67 12.27 13.24
Fidelity Advisor® Real Estate A FHEAX 5.04 4.31 -2.55 7.42 11.53 11.69
Fidelity Advisor® Real Estate C FHECX 4.96 3.59 -2.73 6.61 10.67 10.86
Fidelity Advisor® Real Estate I FHEIX 5.04 4.59 -2.49 7.72 11.80 11.98
Fidelity Advisor® Real Estate T FHETX 5.00 4.06 -2.64 7.12 11.25 11.44
First Investors Real Estate A FIRDX 4.58 5.56 -2.08 9.33 --- ---
First Investors Real Estate Advisor FIRGX 4.56 5.84 -2.02 9.68 --- ---
First Investors Real Estate Instl FIRHX 4.57 6.10 -2.01 9.89 --- ---
Salient Real Estate Inst FPREX 7.58 12.67 2.64 15.36 13.75 13.41
Nuveen Real Estate Securities A FREAX 4.54 5.06 -2.88 8.08 12.06 11.97
Fidelity® Series Real Estate Equity FREDX 5.06 4.60 -2.42 7.78 11.90 12.09
Franklin Real Estate Securities A FREEX 4.17 3.39 -3.88 6.96 11.57 11.39
Fidelity® Series Real Estate Equity F FREFX 5.06 4.71 -2.50 7.87 12.06 12.26
Nuveen Real Estate Securities R6 FREGX 4.58 5.51 -2.74 8.52 12.54 ---
Fidelity® Real Estate Investment Port FRESX 4.66 6.52 -2.55 10.25 13.44 12.80
Fidelity® Real Estate Income FRIFX 1.01 9.73 -0.42 10.85 8.02 9.54
Fidelity Advisor® Real Estate Income A FRINX 1.02 9.51 -0.42 10.56 7.77 9.33
Fidelity Advisor® Real Estate Income C FRIOX 0.94 8.75 -0.68 9.71 6.96 8.49
Fidelity Advisor® Real Estate Income T FRIQX 0.93 9.48 -0.50 10.52 7.73 9.29
Fidelity Advisor® Real Estate Income I FRIRX 1.02 9.80 -0.42 10.96 8.08 9.62
Franklin Real Estate Securities Adv FRLAX 4.23 3.63 -3.80 7.23 11.85 11.68
Nuveen Real Estate Securities C FRLCX 4.43 4.29 -3.08 7.24 11.21 11.13
Salient Tactical Real Estate Advisor FRLSX 7.02 16.87 3.79 19.07 12.59 13.61
Franklin Real Estate Securities C FRRSX 4.13 2.63 -4.06 6.15 10.74 10.56
Nuveen Real Estate Securities R3 FRSSX 4.47 4.78 -2.97 7.74 11.77 11.69
Fidelity® Real Estate Index Investor FRXIX 4.87 5.16 -2.39 8.69 12.56 12.08
Franklin Real Estate Securities R6 FSERX 4.27 3.85 -3.75 7.48 12.08 ---
Fidelity® Series Real Estate Income FSREX 0.27 7.85 -0.54 8.42 7.05 8.85
Fidelity® Real Estate Index Instl FSRNX 4.86 5.34 -2.39 8.79 12.76 12.27
Fidelity® Real Estate Index Premium FSRVX 4.86 5.33 -2.39 8.84 12.74 12.24
Fidelity® Series Real Estate Income F FSRWX 0.36 8.05 -0.54 8.69 7.25 9.04
Goldman Sachs Real Estate Securities A GREAX 4.74 4.41 -2.79 7.49 11.62 11.49
Goldman Sachs Real Estate Securities C GRECX 4.73 3.70 -2.95 6.73 10.81 10.68
Goldman Sachs Real Estate Securities Ins GREIX 4.85 4.87 -2.63 7.95 12.07 11.96
Goldman Sachs Real Estate Securities R GRERX 4.72 4.17 -2.83 7.21 11.35 11.24
Goldman Sachs Real Estate Securities Svc GRESX 4.76 4.32 -2.80 7.43 11.53 11.39
Goldman Sachs Real Estate Securities IR GRETX 4.82 4.68 -2.71 7.81 11.91 11.79
Goldman Sachs Real Estate Securities R6 GREUX 3.88 4.97 -5.90 7.31 --- ---
Guggenheim Risk Managed Real Estt A GURAX 4.64 8.45 1.22 11.98 --- ---
Guggenheim Risk Managed Real Estt C GURCX 4.56 7.64 1.04 11.09 --- ---
Guggenheim Risk Managed Real Estt Instl GURIX 4.67 8.69 1.31 12.27 --- ---
Guggenheim Risk Managed Real Estt P GURPX 4.62 8.40 1.21 11.93 --- ---
REMS Real Estate Value Opportunity P HLPPX 5.00 10.35 1.91 11.94 9.38 14.61
REMS Real Estate Value Opportunity Instl HLRRX 4.98 10.54 1.91 12.19 9.65 14.89
Invesco Real Estate A IARAX 4.07 4.80 -3.26 7.48 10.62 11.02
Invesco Real Estate C IARCX 4.01 4.06 -3.47 6.69 9.79 10.19
Invesco Real Estate R6 IARFX 4.12 5.29 -3.15 7.99 11.12 ---
Invesco Real Estate R5 IARIX 4.12 5.17 -3.17 7.89 11.02 11.43
Invesco Real Estate R IARRX 4.07 4.56 -3.32 7.24 10.34 10.74
Invesco Real Estate Y IARYX 4.07 5.04 -3.23 7.76 10.88 11.30
VY® Clarion Real Estate A ICRPX 4.05 3.00 -3.93 6.14 10.64 10.72
Voya Real Estate O IDROX 4.06 2.60 -3.97 5.91 10.85 10.89
Ivy Real Estate Securities E IREEX 3.49 2.65 -3.83 6.17 11.44 11.19
Ivy Real Estate Securities I IREIX 3.53 3.07 -3.74 6.62 12.04 11.82
Voya Real Estate W IREWX 4.07 3.85 -3.96 6.67 10.54 10.82
Ivy Real Estate Securities A IRSAX 3.52 2.73 -3.80 6.22 11.57 11.28
Ivy Real Estate Securities B IRSBX 3.45 1.82 -4.05 5.22 10.53 10.17
Ivy Real Estate Securities C IRSCX 3.43 1.98 -4.00 5.42 10.74 10.48
Ivy Real Estate Securities R6 IRSEX 3.55 3.23 -3.72 6.76 --- ---
Ivy Real Estate Securities R IRSRX 2.89 1.87 -4.47 5.34 11.13 10.99
Ivy Real Estate Securities Y IRSYX 3.50 2.84 -3.80 6.35 11.78 11.55
VY® Clarion Real Estate I IVRIX 4.12 3.58 -3.78 6.78 11.31 11.40
VY® Clarion Real Estate S IVRSX 4.10 3.36 -3.84 6.50 11.03 11.12
VY® Clarion Real Estate S2 IVRTX 4.07 3.18 -3.89 6.34 10.86 10.94
JHFunds2 Real Estate Equity NAV JHAZX 5.01 5.30 -1.01 8.19 12.15 12.26
JHFunds2 Real Estate Secs 1 JIREX 4.17 5.59 -3.25 8.82 12.21 11.73
JPMorgan Realty Income R6 JPINX 3.94 3.02 -4.11 5.88 --- ---
JPMorgan Realty Income R5 JRIRX 3.93 2.97 -4.11 5.82 11.45 11.30
Johnson Realty JRLTX 4.09 5.37 -2.80 8.45 11.45 11.07
Salient Real Estate A KREAX 7.44 12.22 2.48 14.88 13.24 12.94
Salient Real Estate C KRECX 7.44 11.61 2.36 14.22 12.60 12.29
Salient Tactical Real Estate A KSRAX 6.98 16.47 3.70 18.61 12.19 13.18
Salient Tactical Real Estate B KSRBX 6.93 15.86 3.55 17.97 11.59 12.54
Salient Tactical Real Estate C KSRCX 6.94 15.87 3.57 17.96 11.57 12.54
Salient Tactical Real Estate Instl KSRYX 7.03 16.90 3.80 19.09 12.64 13.63
Lazard US Realty Equity Instl LREIX 3.12 4.08 -2.26 6.49 11.05 11.82
Lazard US Realty Equity Open LREOX 3.06 3.80 -2.30 6.23 10.76 11.53
Lazard US Realty Income Instl LRIIX 2.52 6.98 -1.11 8.03 5.57 8.96
Lazard US Realty Income Open LRIOX 2.52 6.63 -1.18 7.75 5.32 8.67
Manning & Napier Real Estate S MNREX 4.11 6.85 -2.27 9.64 12.97 13.05
Manning & Napier Real Estate I MNRIX 4.10 7.15 -2.15 9.90 13.30 ---
AMG Managers CenterSquare Real Estate S MRESX 5.20 5.70 -2.48 9.18 13.16 12.50
Morgan Stanley Inst US Real Estate L MSULX 5.26 5.06 -1.74 8.31 11.02 10.98
Morgan Stanley Inst US Real Estate C MSURX 5.22 4.87 -1.79 8.10 --- ---
Morgan Stanley Inst US Real Estate I MSUSX 5.35 5.91 -1.53 9.24 11.96 11.89
Morgan Stanley Inst US Real Estate IS MURSX 5.35 6.05 -1.50 9.40 12.07 ---
Morgan Stanley Inst US Real Estate A MUSDX 5.32 5.60 -1.64 8.96 11.60 11.56
Great-West Real Estate Index Initial MXREX 4.84 4.66 -2.48 8.09 12.01 ---
Great-West Real Estate Index Instl MXSFX 4.80 4.72 -2.43 8.16 --- ---
Neuberger Berman Real Estate Tr NBRFX 3.22 3.44 -3.20 6.55 9.67 10.05
Neuberger Berman Real Estate I NBRIX 3.21 3.57 -3.21 6.73 9.85 10.25
Natixis AEW Real Estate C NRCFX 5.16 4.20 -2.13 7.58 11.34 10.75
Neuberger Berman Real Estate A NREAX 3.30 3.30 -3.24 6.44 9.50 9.86
Neuberger Berman Real Estate C NRECX 3.22 2.58 -3.43 5.63 8.67 9.06
Neuberger Berman Real Estate R3 NRERX 3.23 2.98 -3.30 6.12 9.20 9.58
Natixis AEW Real Estate A NRFAX 5.23 4.91 -2.00 8.34 12.18 11.58
Natixis AEW Real Estate N NRFNX 5.21 5.27 -1.89 8.76 12.65 ---
Natixis AEW Real Estate Y NRFYX 5.23 5.10 -1.94 8.61 12.45 11.86
Neuberger Berman Real Estate R6 NRREX 3.29 3.63 -3.13 6.89 9.96 ---
Oppenheimer Real Estate A OREAX 4.42 5.30 -3.44 8.78 12.13 11.89
Oppenheimer Real Estate B OREBX 4.34 4.55 -3.64 7.95 11.28 11.05
Oppenheimer Real Estate C ORECX 4.31 4.53 -3.64 7.95 11.28 11.04
Oppenheimer Real Estate I OREIX 4.47 5.75 -3.32 9.27 12.63 ---
Oppenheimer Real Estate R ORENX 4.36 5.02 -3.52 8.47 11.83 11.60
Oppenheimer Real Estate Y OREYX 4.44 5.57 -3.39 9.06 12.39 12.18
T. Rowe Price Real Estate Advisor PAREX 5.17 5.34 -0.94 8.07 11.98 12.08
Pioneer Real Estate C PCREX 5.08 4.41 -2.27 7.76 11.23 10.60
PIMCO Real Estate Real Return Strategy A PETAX 4.42 7.31 -2.16 10.75 14.76 12.46
PIMCO Real Estate Real Return Strategy C PETCX 4.40 6.45 -2.36 9.96 13.82 11.63
PIMCO Real Estate Real Return Strategy D PETDX 4.55 7.26 -2.15 10.69 14.68 12.47
PIMCO Real Estate Real Return Strategy P PETPX 4.48 7.70 -2.05 11.13 15.07 12.81
Principal Real Estate Securities Fd R-6 PFRSX --- --- --- --- --- ---
Virtus Real Estate Securities A PHRAX 4.20 5.17 -2.91 8.01 11.65 11.34
Virtus Real Estate Securities B PHRBX 4.16 4.43 -3.11 7.18 10.81 10.50
Virtus Real Estate Securities C PHRCX 4.13 4.43 -3.11 7.15 10.80 10.50
Phocas Real Estate PHREX 5.22 6.53 -0.98 9.00 12.70 12.86
Virtus Real Estate Securities I PHRIX 4.21 5.40 -2.88 8.24 11.92 11.61
Principal Real Estate Securities Inst PIREX 3.33 4.33 -3.46 7.45 12.50 12.71
Principal Real Estate Securities P PIRPX 3.34 4.24 -3.48 7.35 12.41 12.59
Prudential US Real Estate A PJEAX 4.35 3.54 -2.02 6.50 10.52 10.81
Prudential US Real Estate B PJEBX 4.34 2.75 -2.24 5.70 9.72 9.98
Prudential US Real Estate C PJECX 4.34 2.84 -2.17 5.71 9.73 10.00
Prudential US Real Estate Z PJEZX 4.43 3.74 -1.95 6.77 10.83 11.08
Principal Real Estate Securities R1 PRAEX 3.29 3.51 -3.65 6.56 11.58 11.78
Principal Real Estate Securities C PRCEX 3.21 3.11 -3.75 6.16 11.17 11.32
Principal Real Estate Securities J PREJX 3.29 4.02 -3.53 7.13 12.15 12.30
Principal Real Estate Securities R2 PRENX 3.31 3.62 -3.63 6.67 11.74 11.92
Principal Real Estate Securities R5 PREPX 3.30 4.08 -3.54 7.21 12.28 12.47
Principal Real Estate Securities R3 PRERX 3.28 3.80 -3.59 6.87 11.93 12.12
Principal Real Estate Securities R4 PRETX 3.31 4.01 -3.53 7.11 12.15 12.35
Principal Real Estate Securities A PRRAX 3.29 3.92 -3.58 7.01 12.06 12.23
PIMCO Real Estate Real Return Strategy I PRRSX 4.53 7.74 -2.00 11.27 15.13 12.93
Pioneer Real Estate A PWREX 5.14 5.19 -2.09 8.63 12.16 11.52
Pioneer Real Estate Y PYREX 5.15 5.53 -2.03 9.01 12.60 12.00
Altegris/AACA Opportunistic Real Estt A RAAAX 3.25 10.05 -0.38 14.30 --- ---
Altegris/AACA Opportunistic Real Estt I RAAIX 3.33 10.27 -0.32 14.58 --- ---
Altegris/AACA Opportunistic Real Estt N RAANX 3.34 10.05 -0.37 14.39 --- ---
American Century Real Estate Inv REACX 4.05 4.93 -3.43 8.32 11.56 11.53
American Century Real Estate Instl REAIX 4.04 5.11 -3.41 8.52 11.79 11.74
Deutsche Real Estate Secs Inc A REFAX 4.45 8.22 -2.55 10.17 7.27 ---
Deutsche Real Estate Secs Inc C REFCX 4.33 7.49 -2.73 9.33 6.49 ---
Deutsche Real Estate Secs Inc Instl REFIX 4.56 8.54 -2.48 10.44 7.54 ---
Deutsche Real Estate Secs Inc S REFSX 4.55 8.45 -2.50 10.44 7.47 ---
Deutsche Real Estate Securities Inc R6 REFZX 4.56 8.54 -2.48 10.44 --- ---
West Loop Realty A REIAX 4.92 6.81 -1.62 9.73 --- ---
West Loop Realty C REICX 4.86 6.12 -1.81 8.92 --- ---
West Loop Realty Instl REIIX 4.91 7.05 -1.56 10.05 --- ---
Invesco Real Estate Investor REINX 4.04 4.82 -3.30 7.50 10.61 11.01
Shelton Real Estate Income Institutional RENIX 1.93 6.30 -2.37 9.39 11.53 ---
Shelton Real Estate Income Investor RENTX 1.92 6.22 -2.28 9.33 11.38 ---
Davis Real Estate A RPFRX 3.40 8.30 -3.04 10.82 11.91 10.88
REMS Real Estate Income 50/50 Platform RREFX 2.30 9.31 -1.77 10.31 11.46 11.40
REMS Real Estate Income 50/50 Instl RREIX 2.30 9.57 -1.75 10.56 11.73 11.71
Deutsche Real Estate Securities A RRRAX 4.16 5.46 -3.19 8.73 12.01 11.54
Deutsche Real Estate Securities C RRRCX 4.12 4.78 -3.37 8.01 11.23 10.76
Deutsche Real Estate Securities S RRREX 4.18 5.76 -3.14 9.06 12.31 11.80
Deutsche Real Estate Securities Instl RRRRX 4.21 5.80 -3.11 9.09 12.39 11.92
Deutsche Real Estate Securities R RRRSX 4.11 5.11 -3.27 8.34 11.64 11.19
Deutsche Real Estate Securities R6 RRRZX 4.21 5.92 -3.08 9.23 --- ---
Rydex Real Estate C RYCRX 5.34 8.33 -0.99 10.75 7.65 9.17
Rydex Real Estate H RYHRX 5.40 9.11 -0.79 11.56 8.44 9.99
Rydex Real Estate A RYREX 5.41 9.08 -0.81 11.56 8.47 10.01
Spirit of America Real Estate Inc&Gr C SACRX 4.11 --- -1.62 --- --- ---
SA Real Estate Securities SAREX 4.57 6.22 -3.29 9.58 11.68 11.48
SEI Real Estate I (SIMT) SEIRX 4.46 5.24 -2.50 8.28 11.99 11.43
SEI Real Estate A (SIMT) SETAX 4.45 5.42 -2.49 8.44 12.23 11.67
Spirit of America Real Estate Inc & Gr A SOAAX 4.18 3.57 -1.37 6.23 9.98 10.18
SEI Real Estate Y (SIMT) SREYX 4.45 5.62 -2.43 8.74 --- ---
Sterling Capital Stratton Rl Estt Instl STMDX 3.69 6.52 -3.28 9.65 12.03 12.36
Sterling Capital Stratton Rl Estt A STMMX 3.67 6.27 -3.33 9.40 --- ---
Sterling Capital Stratton Rl Estt C STMOX 3.60 5.55 -3.50 8.63 --- ---
TIAA-CREF Real Estate Sec Retail TCREX 3.73 3.18 -2.90 6.25 11.05 11.34
TIAA-CREF Real Estate Sec Instl TIREX 3.71 3.47 -2.80 6.61 11.40 11.70
TIAA-CREF Real Estate Sec Advisor TIRHX 3.68 3.37 -2.82 6.49 --- ---
T. Rowe Price Real Estate I TIRRX 5.22 5.73 -0.82 --- --- ---
T. Rowe Price Real Estate TRREX 5.19 5.58 -0.85 8.39 12.25 12.35
TIAA-CREF Real Estate Sec Premier TRRPX 3.67 3.32 -2.87 6.41 11.24 11.54
TIAA-CREF Real Estate Sec Retire TRRSX 3.71 3.22 -2.88 6.38 11.14 11.44
JPMorgan Realty Income A URTAX 3.91 2.47 -4.28 5.30 10.95 10.81
JPMorgan Realty Income C URTCX 3.78 1.99 -4.44 4.75 10.40 10.24
JPMorgan Realty Income L URTLX 3.95 2.88 -4.21 5.71 11.39 11.23
Vanguard REIT Index Inv VGSIX 4.74 7.05 -2.79 10.42 12.15 12.24
Vanguard REIT Index Adm VGSLX 4.77 7.18 -2.76 10.58 12.31 12.39
Vanguard REIT Index I VGSNX 4.77 7.15 -2.77 10.55 12.33 12.40
Voya Real Estate R6 VREQX 4.06 3.41 -3.89 6.57 --- ---
Virtus Real Estate Securities R6 VRREX 4.24 5.57 -2.83 8.43 --- ---
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