Real Estate: Total Returns

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Data through 3/3/2015. 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 -1.93 3.50 5.04 22.34 14.34 16.76
Invesco Real Estate B AARBX -3.67 2.23 3.67 20.99 13.05 14.73
ASTON/Harrison Street Real Estate I AARIX -4.19 2.27 3.50 15.93 12.98 16.79
Alpine Realty Income & Growth A AIAGX -3.05 4.14 5.69 25.33 15.55 ---
Alpine Realty Income & Growth A LW AIAGX.LW -3.05 4.14 5.69 25.33 15.55 ---
Alpine Realty Income & Growth Instl AIGYX -3.04 4.18 5.74 25.60 15.82 17.82
American Century Real Estate R6 AREDX -3.37 4.14 5.89 24.72 --- ---
American Century Real Estate A AREEX -3.41 4.04 5.75 23.99 14.83 17.93
American Century Real Estate A LW AREEX.LW -3.41 4.04 5.75 23.99 14.83 17.93
American Century Real Estate R AREWX -3.42 4.03 5.69 23.67 14.54 17.64
ASTON/Harrison Street Real Estate N ARFCX -4.23 2.18 3.39 15.64 12.70 16.49
AR Capital Real Estate Income A ARIAX -1.12 3.52 5.55 19.02 --- ---
AR Capital Real Estate Income A LW ARIAX.LW -1.12 3.52 5.55 19.02 --- ---
AR Capital Real Estate Income C ARICX -1.21 3.45 5.39 18.23 --- ---
AR Capital Real Estate Income Adv ARIPX -1.03 3.61 5.70 19.40 --- ---
American Century Real Estate C ARYCX -3.46 3.89 5.55 23.06 13.96 17.04
BlackRock Real Estate Securities Inv A BAREX -2.90 4.20 6.44 24.83 --- ---
BlackRock Real Estate Securities In A LW BAREX.LW -2.90 4.20 6.44 24.83 --- ---
BlackRock Real Estate Securities Inv C BCREX -2.99 3.99 6.14 23.81 --- ---
BlackRock Real Estate Securities Instl BIREX -2.90 4.20 6.49 25.14 --- ---
Baron Real Estate Retail BREFX 3.22 3.82 5.32 14.05 25.77 22.51
Baron Real Estate Institutional BREIX 3.27 3.86 5.44 14.31 26.12 22.83
Brookfield US Listed Real Estate A BRUAX -2.80 3.06 4.71 23.32 --- ---
Brookfield US Listed Real Estate A LW BRUAX.LW -2.80 3.06 4.71 23.32 --- ---
Brookfield US Listed Real Estate C BRUCX -2.81 2.98 4.54 22.39 --- ---
Brookfield US Listed Real Estate I BRUIX -2.72 3.14 4.87 23.62 --- ---
Brookfield US Listed Real Estate Y BRUYX -2.64 3.23 4.95 23.72 --- ---
JPMorgan Sec Cptl US Cor Rl Estt Secs A CEEAX -2.14 2.13 3.02 16.00 10.25 ---
JPMorgan Sec Cptl US Cor Rl Estt Se A LW CEEAX.LW -2.14 2.13 3.02 16.00 10.25 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs C CEECX -2.15 2.02 2.89 15.43 9.69 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs R5 CEEFX -2.09 2.18 3.16 16.54 10.76 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs R6 CEERX -2.08 2.23 3.17 16.58 10.82 ---
JPMorgan Sec Cptl US Cor Rl Estt SecsSel CEESX -2.09 2.12 3.06 16.29 10.52 ---
CGM Realty CGMRX 2.53 2.40 4.12 19.13 12.60 14.33
Cohen & Steers Real Estate Securities R CIRRX -2.63 3.64 5.84 --- --- ---
Voya Real Estate A CLARX -3.94 3.43 5.52 23.25 14.38 17.11
Voya Real Estate A Load Waived CLARX.LW -3.94 3.43 5.52 23.25 14.38 17.11
Commonwealth Real Estate Securities CNREX 0.46 3.97 3.90 16.49 12.64 11.06
Voya Real Estate I CRARX -3.65 3.25 5.19 22.60 14.41 17.28
Voya Real Estate B CRBCX -3.96 3.31 5.29 22.26 13.49 16.21
Voya Real Estate C CRCRX -3.78 3.18 5.09 21.58 13.30 16.08
Columbia Real Estate Equity A CREAX -3.58 2.88 4.93 22.08 13.66 15.39
Columbia Real Estate Equity A LW CREAX.LW -3.58 2.88 4.93 22.08 13.66 15.39
Columbia Real Estate Equity B CREBX -3.64 2.75 4.80 21.23 12.81 14.52
Columbia Real Estate Equity C CRECX -3.70 2.70 4.68 21.13 12.82 14.53
Columbia Real Estate Equity Z CREEX -3.58 2.88 4.99 22.42 13.95 15.66
Columbia Real Estate Equity I CREIX -3.57 2.94 5.09 22.68 14.21 ---
Columbia Real Estate Equity R4 CRERX -3.58 2.96 5.04 22.46 --- ---
Columbia Real Estate Equity W CREWX -3.64 2.88 4.93 22.06 13.65 ---
Columbia Real Estate Equity K CRRFX -3.57 2.94 5.02 22.26 13.87 ---
Columbia Real Estate Equity R5 CRRVX -3.58 2.95 5.03 22.56 14.03 ---
Columbia Real Estate Equity R CRSRX -3.64 2.82 4.88 21.81 13.39 ---
Voya Real Estate R CRWRX -3.95 3.39 5.42 23.02 14.11 ---
Cohen & Steers Real Estate Securities B CSBIX -2.66 3.55 5.69 24.53 15.80 16.60
Cohen & Steers Real Estate Securities C CSCIX -2.68 3.52 5.64 24.57 15.81 16.59
Cohen & Steers Real Estate Securities I CSDIX -2.58 3.69 5.86 25.70 16.90 17.72
Cohen & Steers Real Estate Securities A CSEIX -2.61 3.71 5.85 25.45 16.58 17.35
Cohen & Steers Real Estate Securiti A LW CSEIX.LW -2.61 3.71 5.85 25.45 16.58 17.35
Cohen & Steers Instl Realty Shares CSRIX -3.23 3.70 5.55 23.59 15.33 16.83
Cohen & Steers Realty Shares CSRSX -3.25 3.67 5.51 23.51 15.11 16.62
Cohen & Steers Real Estate Securities Z CSZIX -2.63 3.69 5.90 --- --- ---
Compass EMP REC Enhanced Volatil Wtd A CWRAX -3.83 3.10 4.98 20.24 --- ---
Compass EMP REC Enhanced Volatil Wt A LW CWRAX.LW -3.83 3.10 4.98 20.24 --- ---
Compass EMP REC Enhanced Volatil Wtd C CWRCX -3.90 2.94 4.73 19.32 --- ---
Compass EMP REC Enhanced Volatil Wtd I CWRIX -3.81 3.16 4.96 20.56 --- ---
Compass EMP REC Enhanced Volatil Wtd T CWRTX -3.87 3.05 4.85 19.94 --- ---
Dunham Real Estate Stock A DAREX -3.36 3.44 5.60 24.58 15.74 16.74
Dunham Real Estate Stock A Load Waived DAREX.LW -3.36 3.44 5.60 24.58 15.74 16.74
Dunham Real Estate Stock C DCREX -3.43 3.29 5.42 23.59 14.86 15.86
DFA Real Estate Securities I DFREX -4.02 3.30 4.96 23.61 15.15 17.58
Dunham Real Estate Stock N DNREX -3.37 3.46 5.67 24.88 16.02 17.03
Delaware REIT C DPRCX -3.47 3.05 5.00 21.29 13.34 16.14
Delaware REIT A DPREX -3.40 3.18 5.18 22.23 14.19 17.02
Delaware REIT A Load Waived DPREX.LW -3.40 3.18 5.18 22.23 14.19 17.02
Delaware REIT R DPRRX -3.40 3.18 5.14 21.96 13.91 16.74
Delaware REIT Instl DPRSX -3.33 3.30 5.28 22.62 14.49 17.32
Davis Real Estate B DREBX -2.72 3.26 5.05 20.92 11.35 13.30
Davis Real Estate C DRECX -2.71 3.30 5.13 21.23 11.59 13.59
Davis Real Estate Y DREYX -2.62 3.50 5.41 22.56 12.82 14.85
Eaton Vance Real Estate A EAREX -3.19 3.85 5.48 24.87 14.38 ---
Eaton Vance Real Estate A Load Waived EAREX.LW -3.19 3.85 5.48 24.87 14.38 ---
E.I.I. Realty Securities Investor EIIIX -3.58 --- --- --- --- ---
E.I.I. Realty Securities Institutional EIIRX -3.58 2.81 5.37 22.56 15.33 18.31
Eaton Vance Real Estate I EIREX -3.19 3.92 5.54 25.16 14.65 17.45
Nuveen Real Estate Securities I FARCX -3.69 2.99 4.81 23.54 15.32 17.66
Forward Real Estate Inv FFREX -3.27 3.32 4.83 23.12 14.93 16.03
Forward Real Estate Long/Short Inv FFSRX -2.37 3.37 4.21 18.58 13.90 ---
Fidelity Advisor® Real Estate A FHEAX -3.64 3.79 5.14 23.38 14.94 17.13
Fidelity Advisor® Real Estate A LW FHEAX.LW -3.64 3.79 5.14 23.38 14.94 17.13
Fidelity Advisor® Real Estate B FHEBX -3.68 3.66 4.97 22.37 14.07 16.24
Fidelity Advisor® Real Estate C FHECX -3.70 3.62 4.94 22.42 14.09 16.26
Fidelity Advisor® Real Estate I FHEIX -3.61 3.84 5.22 23.67 15.26 17.45
Fidelity Advisor® Real Estate T FHETX -3.64 3.74 5.07 23.07 14.70 16.85
Forward Real Estate Inst FPREX -3.24 3.53 5.02 23.74 15.41 16.49
Nuveen Real Estate Securities A FREAX -3.73 2.94 4.71 23.21 15.03 17.37
Nuveen Real Estate Securities A LW FREAX.LW -3.73 2.94 4.71 23.21 15.03 17.37
Fidelity® Series Real Estate Equity FREDX -3.59 3.87 5.29 23.85 15.36 ---
Franklin Real Estate Securities A FREEX -3.58 3.38 4.93 23.37 14.72 17.11
Franklin Real Estate Securities A LW FREEX.LW -3.58 3.38 4.93 23.37 14.72 17.11
Fidelity® Series Real Estate Equity F FREFX -3.59 3.87 5.27 23.97 15.56 ---
Nuveen Real Estate Securities R6 FREGX -3.71 2.98 4.84 23.75 --- ---
Fidelity® Real Estate Investment Port FRESX -4.31 3.23 4.32 23.51 14.78 17.45
Fidelity® Real Estate Income FRIFX -0.50 1.97 2.18 9.47 10.46 11.42
Fidelity Advisor® Real Estate Income A FRINX -0.42 1.98 2.20 9.20 10.23 ---
Fidelity Advisor® Real Estate Incom A LW FRINX.LW -0.42 1.98 2.20 9.20 10.23 ---
Fidelity Advisor® Real Estate Income C FRIOX -0.51 1.73 1.97 8.41 9.41 ---
Fidelity Advisor® Real Estate Income T FRIQX -0.50 1.89 2.11 9.18 10.20 ---
Fidelity Advisor® Real Estate Income Int FRIRX -0.42 1.98 2.21 9.47 10.52 ---
Franklin Real Estate Securities Adv FRLAX -3.60 3.40 5.02 23.72 15.03 17.42
Nuveen Real Estate Securities C FRLCX -3.75 2.84 4.57 22.36 14.18 16.48
Forward Real Estate Long/Short Advisor FRLSX -2.35 3.38 4.25 18.88 14.29 ---
Franklin Real Estate Securities C FRRSX -3.66 3.22 4.73 22.42 13.87 16.23
Nuveen Real Estate Securities R3 FRSSX -3.72 2.90 4.68 22.92 14.74 17.09
Fidelity Spartan® Real Estate Idx Inv FRXIX -3.96 3.24 4.75 24.09 14.84 ---
Franklin Real Estate Securities R6 FSERX -3.55 3.45 5.04 23.98 --- ---
Fidelity® Series Real Estate Income FSREX -0.18 1.80 2.21 8.55 9.97 ---
Fidelity Spartan® Real Estate Idx Instl FSRNX -3.95 3.24 4.80 24.35 15.02 ---
Fidelity Spartan® Real Estate Idx Advtg® FSRVX -3.95 3.24 4.79 24.33 15.00 ---
Fidelity® Series Real Estate Income F FSRWX -0.18 1.80 2.18 8.73 10.15 ---
Goldman Sachs Real Estate A GREAX -3.41 2.77 5.16 22.73 14.37 17.25
Goldman Sachs Real Estate A Load Waived GREAX.LW -3.41 2.77 5.16 22.73 14.37 17.25
Goldman Sachs Real Estate C GRECX -3.46 2.64 4.98 21.77 13.53 16.38
Goldman Sachs Real Estate Instl GREIX -3.35 2.87 5.27 23.23 14.84 17.75
Goldman Sachs Real Estate R GRERX -3.38 2.74 5.13 22.39 14.10 16.98
Goldman Sachs Real Estate Svc GRESX -3.39 2.76 5.13 22.56 14.24 17.13
Goldman Sachs Real Estate IR GRETX -3.35 2.86 5.24 23.01 14.66 17.54
REMS Real Estate Value Opportunity P HLPPX -0.54 2.81 4.13 15.68 17.24 17.56
REMS Real Estate Value Opportunity Instl HLRRX -0.57 2.83 4.23 15.93 17.54 17.85
Invesco Real Estate A IARAX -3.59 2.38 3.86 21.94 13.91 15.61
Invesco Real Estate A Load Waived IARAX.LW -3.59 2.38 3.86 21.94 13.91 15.61
Invesco Real Estate C IARCX -3.68 2.24 3.65 21.03 13.05 14.73
Invesco Real Estate R6 IARFX -3.56 2.46 3.99 22.52 --- ---
Invesco Real Estate R5 IARIX -3.59 2.42 3.96 22.36 14.33 16.06
Invesco Real Estate R IARRX -3.63 2.34 3.79 21.67 13.63 15.31
Invesco Real Estate Y IARYX -3.59 2.42 3.93 22.26 14.19 15.88
VY Clarion Real Estate A ICRPX -3.69 3.27 5.21 22.36 14.06 16.85
Voya Real Estate O IDROX -3.89 3.43 5.52 23.34 14.39 17.12
Ivy Real Estate Securities E IREEX -3.50 3.62 5.37 24.04 14.30 16.11
Ivy Real Estate Securities I IREIX -3.42 3.74 5.58 24.89 15.01 16.78
Voya Real Estate W IREWX -3.28 2.90 4.58 20.62 13.76 16.84
Ivy Real Estate Securities A IRSAX -3.47 3.65 5.46 24.31 14.42 16.15
Ivy Real Estate Securities A LW IRSAX.LW -3.47 3.65 5.46 24.31 14.42 16.15
Ivy Real Estate Securities B IRSBX -3.53 3.49 5.18 23.07 13.21 14.86
Ivy Real Estate Securities C IRSCX -3.49 3.53 5.24 23.40 13.60 15.31
Ivy Real Estate Securities R6 IRSEX -3.45 3.74 5.58 --- --- ---
Ivy Real Estate Securities R IRSRX -3.50 3.62 5.38 24.07 14.28 16.09
Ivy Real Estate Securities Y IRSYX -3.47 3.69 5.47 24.59 14.73 16.51
VY Clarion Real Estate I IVRIX -3.66 3.36 5.33 23.10 14.74 17.56
VY Clarion Real Estate S IVRSX -3.67 3.34 5.29 22.76 14.46 17.25
VY Clarion Real Estate S2 IVRTX -3.67 3.30 5.23 22.61 14.29 17.08
JHFunds2 Real Estate Equity NAV JHAZX -2.88 3.74 5.68 24.00 14.85 17.34
JHFunds2 Real Estate Secs 1 JIREX -3.97 3.23 4.96 23.83 14.82 17.51
JPMorgan Realty Income R5 JRIRX -4.00 3.08 5.04 24.11 14.70 17.69
Johnson Realty JRLTX -4.03 2.66 4.00 22.26 13.68 16.06
Forward Real Estate A KREAX -3.25 3.35 4.86 23.15 14.92 16.10
Forward Real Estate A Load Waived KREAX.LW -3.25 3.35 4.86 23.15 14.92 16.10
Forward Real Estate C KRECX -3.33 3.27 4.74 22.43 14.26 15.34
Forward Real Estate Long/Short A KSRAX -2.36 3.33 4.16 18.45 13.86 15.59
Forward Real Estate Long/Short A LW KSRAX.LW -2.36 3.33 4.16 18.45 13.86 15.59
Forward Real Estate Long/Short B KSRBX -2.40 3.29 4.07 17.90 13.22 14.86
Forward Real Estate Long/Short C KSRCX -2.41 3.24 4.02 17.83 13.21 14.84
Forward Real Estate Long/Short Instl KSRYX -2.32 3.42 4.29 18.96 14.31 16.00
Lazard US Realty Equity Instl LREIX -2.02 3.25 3.79 19.85 14.33 ---
Lazard US Realty Equity Open LREOX -2.06 3.19 3.75 19.53 14.05 18.27
Lazard US Realty Income Instl LRIIX -1.92 3.33 4.00 16.08 13.68 ---
Lazard US Realty Income Open LRIOX -1.81 3.33 3.89 15.88 13.39 14.49
Manning & Napier Real Estate S MNREX -2.61 3.62 5.51 22.82 15.63 16.44
Manning & Napier Real Estate I MNRIX -2.55 3.72 5.57 23.14 --- ---
AMG Managers Real Estate Securities MRESX -3.39 3.73 5.77 24.96 15.10 17.78
Morgan Stanley Inst US Real Estate L MSULX -3.48 2.60 4.53 22.88 13.79 ---
Morgan Stanley Inst US Real Estate I MSUSX -3.44 2.73 4.76 23.91 14.71 16.84
Morgan Stanley Inst US Real Estate IS MURSX -3.44 2.73 4.74 23.91 --- ---
Morgan Stanley Inst US Real Estate A MUSDX -3.47 2.69 4.61 23.44 14.34 16.52
Morgan Stanley Inst US Real Estate A LW MUSDX.LW -3.47 2.69 4.61 23.44 14.34 16.52
Great-West Real Estate Index Initial MXREX -4.02 3.04 4.51 23.47 --- ---
Neuberger Berman Real Estate Tr NBRFX -2.76 3.13 4.04 20.25 12.55 15.96
Neuberger Berman Real Estate I NBRIX -2.75 3.12 4.08 20.51 12.76 16.16
Natixis AEW Real Estate C NRCFX -3.96 2.93 4.54 22.01 13.46 16.01
Neuberger Berman Real Estate A NREAX -2.76 3.06 3.93 20.06 12.34 ---
Neuberger Berman Real Estate A LW NREAX.LW -2.76 3.06 3.93 20.06 12.34 ---
Neuberger Berman Real Estate C NRECX -2.76 2.99 3.80 19.23 11.52 ---
Neuberger Berman Real Estate R3 NRERX -2.76 3.06 3.95 19.80 12.10 ---
Natixis AEW Real Estate A NRFAX -3.97 2.99 4.70 22.83 14.29 16.87
Natixis AEW Real Estate A Load Waived NRFAX.LW -3.97 2.99 4.70 22.83 14.29 16.87
Natixis AEW Real Estate B NRFBX -3.96 2.92 4.55 21.96 13.46 16.02
Natixis AEW Real Estate N NRFNX -3.90 3.09 4.84 23.44 --- ---
Natixis AEW Real Estate Y NRFYX -3.91 3.04 4.79 23.19 14.57 17.17
Neuberger Berman Real Estate R6 NRREX -2.75 3.12 4.10 20.60 --- ---
Oppenheimer Real Estate A OREAX -3.36 3.49 5.70 25.12 15.37 17.18
Oppenheimer Real Estate A Load Waived OREAX.LW -3.36 3.49 5.70 25.12 15.37 17.18
Oppenheimer Real Estate B OREBX -3.39 3.35 5.50 24.16 14.50 16.31
Oppenheimer Real Estate C ORECX -3.40 3.39 5.53 24.21 14.52 16.30
Oppenheimer Real Estate I OREIX -3.30 3.57 5.83 25.68 --- ---
Oppenheimer Real Estate R ORENX -3.34 3.47 5.67 24.83 15.09 16.89
Oppenheimer Real Estate Y OREYX -3.33 3.53 5.77 25.39 15.69 17.56
T. Rowe Price Real Estate Adv PAREX -2.86 3.72 5.62 23.50 14.61 17.23
Pioneer Real Estate C PCREX -4.00 2.85 4.51 21.48 13.20 15.82
PIMCO Real Estate Real Return Strategy A PETAX -4.51 5.83 6.57 28.03 14.65 22.82
PIMCO Real Estate Real Return Strat A LW PETAX.LW -4.51 5.83 6.57 28.03 14.65 22.82
PIMCO Real Estate Real Return Strategy B PETBX -4.64 5.76 6.28 26.98 13.81 21.86
PIMCO Real Estate Real Return Strategy C PETCX -4.24 5.94 6.49 27.28 13.85 21.93
PIMCO Real Estate Real Return Strategy D PETDX -4.49 5.80 6.54 28.23 14.69 22.84
PIMCO Real Estate Real Return Strategy P PETPX -4.44 5.96 6.70 28.34 15.00 23.16
Virtus Real Estate Securities A PHRAX -4.11 2.71 4.48 22.79 14.25 17.09
Virtus Real Estate Securities A LW PHRAX.LW -4.11 2.71 4.48 22.79 14.25 17.09
Virtus Real Estate Securities B PHRBX -4.15 2.60 4.30 21.90 13.40 16.21
Virtus Real Estate Securities C PHRCX -4.17 2.59 4.31 21.90 13.40 16.22
Phocas Real Estate PHREX -2.10 4.81 6.90 27.68 17.79 17.73
Virtus Real Estate Securities I PHRIX -4.09 2.76 4.55 23.14 14.54 17.39
Principal Real Estate Securities Inst PIREX -3.25 3.89 5.74 26.05 16.77 17.90
Principal Real Estate Securities P PIRPX -3.26 3.89 5.72 25.97 16.65 ---
Prudential US Real Estate A PJEAX -3.44 2.53 4.65 22.14 14.19 ---
Prudential US Real Estate A Load Waived PJEAX.LW -3.44 2.53 4.65 22.14 14.19 ---
Prudential US Real Estate B PJEBX -3.55 2.42 4.47 21.17 13.33 ---
Prudential US Real Estate C PJECX -3.49 2.42 4.47 21.20 13.32 ---
Prudential US Real Estate Z PJEZX -3.44 2.60 4.73 22.42 14.50 ---
Principal Real Estate Securities R1 PRAEX -3.29 3.75 5.54 25.03 15.81 16.90
Principal Real Estate Securities C PRCEX -3.30 3.72 5.48 24.60 15.34 16.42
Principal Real Estate Securities J PREJX -3.26 3.85 5.63 25.61 16.31 17.35
Principal Real Estate Securities R2 PRENX -3.27 3.78 5.60 25.21 15.97 17.06
Principal Real Estate Securities R5 PREPX -3.27 3.87 5.68 25.79 16.53 17.63
Principal Real Estate Securities R3 PRERX -3.28 3.84 5.62 25.44 16.17 17.26
Principal Real Estate Securities R4 PRETX -3.27 3.83 5.67 25.65 16.39 17.49
Principal Real Estate Securities A PRRAX -3.26 3.84 5.66 25.54 16.28 17.35
Principal Real Estate Securities A LW PRRAX.LW -3.26 3.84 5.66 25.54 16.28 17.35
PIMCO Real Estate Real Return Strategy I PRRSX -4.37 6.12 6.68 28.57 15.12 23.28
Pioneer Real Estate A PWREX -3.97 2.97 4.73 22.51 14.15 16.80
Pioneer Real Estate A Load Waived PWREX.LW -3.97 2.97 4.73 22.51 14.15 16.80
Pioneer Real Estate Y PYREX -3.94 3.05 4.83 23.05 14.69 17.40
Altegris/AACA Real Estate Long Short A RAAAX 1.98 5.57 8.09 25.98 --- ---
Altegris/AACA Real Estate Long Shor A LW RAAAX.LW 1.98 5.57 8.09 25.98 --- ---
Altegris/AACA Real Estate Long Short I RAAIX 1.97 5.65 8.16 26.29 --- ---
Altegris/AACA Real Estate Long Short N RAANX 1.98 5.57 8.08 25.98 --- ---
American Century Real Estate Inv REACX -3.41 4.08 5.79 24.26 15.11 18.23
American Century Real Estate Instl REAIX -3.37 4.14 5.88 24.58 15.34 18.46
Deutsche Real Estate Secs Inc A REFAX -2.34 1.06 1.59 11.89 --- ---
Deutsche Real Estate Secs Inc A LW REFAX.LW -2.34 1.06 1.59 11.89 --- ---
Deutsche Real Estate Secs Inc C REFCX -2.43 0.97 1.48 11.15 --- ---
Deutsche Real Estate Secs Inc Instl REFIX -2.33 1.16 1.75 12.28 --- ---
Deutsche Real Estate Secs Inc S REFSX -2.33 1.16 1.72 12.16 --- ---
Deutsche Real Estate Securities Inc R6 REFZX -2.33 1.16 1.75 --- --- ---
West Loop Realty A REIAX -2.37 3.29 5.10 25.45 --- ---
West Loop Realty A Load Waived REIAX.LW -2.37 3.29 5.10 25.45 --- ---
West Loop Realty C REICX -2.45 3.22 4.89 24.61 --- ---
West Loop Realty Instl REIIX -2.44 3.37 5.15 25.73 --- ---
Invesco Real Estate Investor REINX -3.64 2.35 3.83 21.89 13.90 15.59
Davis Real Estate A RPFRX -2.66 3.44 5.34 22.29 12.56 14.55
Davis Real Estate A Load Waived RPFRX.LW -2.66 3.44 5.34 22.29 12.56 14.55
REMS Real Estate Income 50/50 Platform RREFX -1.90 2.54 4.07 19.32 12.24 9.85
REMS Real Estate Income 50/50 Instl RREIX -1.86 2.56 4.10 19.55 12.60 10.20
Deutsche Real Estate Securities A RRRAX -4.02 3.18 4.91 23.51 14.59 17.23
Deutsche Real Estate Securities A LW RRRAX.LW -4.02 3.18 4.91 23.51 14.59 17.23
Deutsche Real Estate Securities B RRRBX -4.06 3.06 4.77 22.63 13.67 16.30
Deutsche Real Estate Securities C RRRCX -4.06 3.06 4.76 22.68 13.80 16.42
Deutsche Real Estate Securities S RRREX -4.00 3.24 4.99 23.86 14.84 17.53
Deutsche Real Estate Securities Instl RRRRX -3.98 3.26 5.00 23.98 15.00 17.68
Deutsche Real Estate Securities R RRRSX -4.02 3.13 4.87 23.18 14.25 16.89
Deutsche Real Estate Securities R6 RRRZX -3.98 3.26 5.03 --- --- ---
Rydex Real Estate C RYCRX -3.00 2.34 3.07 13.96 11.29 12.80
Rydex Real Estate H RYHRX -2.94 2.48 3.26 14.83 12.10 13.68
Rydex Real Estate A RYREX -2.93 2.48 3.25 14.86 12.13 13.71
Rydex Real Estate A Load Waived RYREX.LW -2.93 2.48 3.25 14.86 12.13 13.71
SA Real Estate Securities SAREX -4.08 3.08 4.65 22.07 14.13 16.58
SEI Real Estate I (SIMT) SEIRX -3.69 3.11 4.96 23.34 13.88 16.52
SEI Real Estate A (SIMT) SETAX -3.64 3.21 5.07 23.70 14.15 16.78
Spirit of America Real Estate Inc & Gr A SOAAX -3.37 2.82 3.60 23.46 14.52 15.85
Spirit of America Real Estate Inc & A LW SOAAX.LW -3.37 2.82 3.60 23.46 14.52 15.85
Prudential Select Real Estate A SREAX -0.47 2.80 3.26 --- --- ---
Prudential Select Real Estate A LW SREAX.LW -0.47 2.80 3.26 --- --- ---
Prudential Select Real Estate C SRECX -0.56 2.62 3.08 --- --- ---
Prudential Select Real Estate Q SREQX -0.47 2.83 3.42 --- --- ---
SEI Real Estate Y (SIMT) SREYX -3.68 3.21 --- --- --- ---
Prudential Select Real Estate Z SREZX -0.47 2.80 3.36 --- --- ---
SSgA Clarion Real Estate N SSREX -3.81 3.18 5.19 24.56 14.67 17.19
SSgA Clarion Real Estate A SSRVX -3.75 3.18 5.18 --- --- ---
SSgA Clarion Real Estate A Load Waived SSRVX.LW -3.75 3.18 5.18 --- --- ---
SSgA Clarion Real Estate C SSRWX -3.87 3.00 4.96 --- --- ---
SSgA Clarion Real Estate I SSRYX -3.75 3.18 5.25 --- --- ---
SSgA Clarion Real Estate K SSRZX -3.75 3.24 5.26 --- --- ---
Stratton Real Estate STMDX -2.68 3.54 5.33 25.40 15.80 16.19
TIAA-CREF Real Estate Sec Retail TCREX -2.80 3.58 5.65 23.21 14.24 17.05
TIAA-CREF Real Estate Sec Instl TIREX -2.72 3.69 5.69 23.60 14.60 17.44
T. Rowe Price Real Estate TRREX -2.83 3.72 5.68 23.78 14.90 17.50
TIAA-CREF Real Estate Sec Premier TRRPX -2.78 3.62 5.65 23.42 14.42 17.24
TIAA-CREF Real Estate Sec Retire TRRSX -2.75 3.63 5.64 23.29 14.32 17.14
JPMorgan Realty Income A URTAX -3.97 3.03 4.92 23.65 14.20 17.15
JPMorgan Realty Income A Load Waived URTAX.LW -3.97 3.03 4.92 23.65 14.20 17.15
JPMorgan Realty Income B URTBX -4.02 2.92 4.78 22.95 13.62 16.55
JPMorgan Realty Income C URTCX -4.06 2.88 4.78 22.96 13.61 16.54
JPMorgan Realty Income Instl URTLX -4.01 3.08 5.03 24.10 14.66 17.60
Vanguard REIT Index Inv VGSIX -3.87 3.27 4.99 22.78 15.17 17.47
Vanguard REIT Index Adm VGSLX -3.87 3.31 5.03 22.96 15.34 17.64
Vanguard REIT Index I VGSNX -3.87 3.32 5.02 22.98 15.35 17.67
Voya Real Estate R6 VREQX -3.65 3.30 5.25 --- --- ---
Virtus Real Estate Securities R6 VRREX -4.07 2.79 4.60 --- --- ---
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