Real Estate: Total Returns

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Data through 10/31/2014. 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 9.27 23.58 6.15 18.69 14.17 18.29
Invesco Real Estate B AARBX 9.16 23.19 6.51 17.46 13.27 16.13
ASTON/Harrison Street Real Estate I AARIX 8.93 18.36 5.90 13.45 13.68 18.81
Alpine Realty Income & Growth A AIAGX 10.33 25.96 6.36 21.51 --- ---
Alpine Realty Income & Growth A LW AIAGX.LW 10.33 25.96 6.36 21.51 --- ---
Alpine Realty Income & Growth Instl AIGYX 10.37 26.29 6.42 21.90 15.66 19.61
American Century Real Estate R6 AREDX 9.49 24.58 6.32 19.31 --- ---
American Century Real Estate A AREEX 9.42 23.96 6.17 18.59 14.00 19.43
American Century Real Estate A LW AREEX.LW 9.42 23.96 6.17 18.59 14.00 19.43
American Century Real Estate R AREWX 9.39 23.67 6.09 18.30 13.73 19.12
ASTON/Harrison Street Real Estate N ARFCX 8.97 18.04 5.78 13.19 13.40 18.54
AR Capital Real Estate Income A ARIAX 6.41 21.24 4.80 19.05 --- ---
AR Capital Real Estate Income A LW ARIAX.LW 6.41 21.24 4.80 19.05 --- ---
AR Capital Real Estate Income C ARICX 6.35 20.51 4.63 18.28 --- ---
AR Capital Real Estate Income Adv ARIPX 6.46 21.58 4.85 19.43 --- ---
American Century Real Estate C ARYCX 9.33 23.18 5.95 17.74 13.14 18.53
BlackRock Real Estate Securities Inv A BAREX 10.79 26.11 7.19 21.21 --- ---
BlackRock Real Estate Securities In A LW BAREX.LW 10.79 26.11 7.19 21.21 --- ---
BlackRock Real Estate Securities Inv C BCREX 10.70 25.21 6.99 20.36 --- ---
BlackRock Real Estate Securities Instl BIREX 10.84 26.35 7.24 21.64 --- ---
Baron Real Estate Retail BREFX 4.64 11.60 4.24 18.29 27.32 ---
Baron Real Estate Institutional BREIX 4.67 11.86 4.37 18.63 27.65 ---
Brookfield US Listed Real Estate A BRUAX 9.20 23.72 5.32 --- --- ---
Brookfield US Listed Real Estate A LW BRUAX.LW 9.20 23.72 5.32 --- --- ---
Brookfield US Listed Real Estate C BRUCX 9.11 22.98 5.10 --- --- ---
Brookfield US Listed Real Estate I BRUIX 9.20 23.95 5.35 --- --- ---
Brookfield US Listed Real Estate Y BRUYX 9.11 23.85 5.26 --- --- ---
JPMorgan Sec Cptl US Cor Rl Estt Secs A CEEAX 5.83 18.61 4.56 14.54 10.43 ---
JPMorgan Sec Cptl US Cor Rl Estt Se A LW CEEAX.LW 5.83 18.61 4.56 14.54 10.43 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs C CEECX 5.77 18.17 4.43 14.00 9.89 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs R5 CEEFX 5.87 19.06 4.67 15.08 10.94 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs R6 CEERX 5.87 19.10 4.68 15.13 10.99 ---
JPMorgan Sec Cptl US Cor Rl Estt SecsSel CEESX 5.88 18.92 4.62 14.89 10.75 ---
CGM Realty CGMRX 7.73 15.40 9.43 18.98 11.97 15.96
Cohen & Steers Real Estate Securities R CIRRX --- --- --- --- --- ---
Voya Real Estate A CLARX 10.33 24.81 6.27 19.37 13.77 18.78
Voya Real Estate A Load Waived CLARX.LW 10.33 24.81 6.27 19.37 13.77 18.78
Commonwealth Real Estate Securities CNREX 5.51 13.98 3.02 14.34 13.87 11.25
Voya Real Estate I CRARX 9.56 24.74 5.92 19.35 13.99 19.07
Voya Real Estate B CRBCX 10.17 23.95 6.02 18.40 12.88 17.88
Voya Real Estate C CRCRX 9.68 23.65 5.72 18.07 12.79 17.81
Columbia Real Estate Equity A CREAX 10.48 24.83 6.78 18.55 13.59 17.25
Columbia Real Estate Equity A LW CREAX.LW 10.48 24.83 6.78 18.55 13.59 17.25
Columbia Real Estate Equity B CREBX 10.31 24.00 6.57 17.62 12.71 16.37
Columbia Real Estate Equity C CRECX 10.34 23.98 6.51 17.58 12.71 16.37
Columbia Real Estate Equity Z CREEX 10.39 25.02 6.84 18.74 13.85 17.53
Columbia Real Estate Equity I CREIX 10.44 25.15 6.88 19.02 14.09 ---
Columbia Real Estate Equity R4 CRERX 10.46 24.97 6.81 18.77 --- ---
Columbia Real Estate Equity W CREWX 10.47 24.81 6.78 18.54 13.58 ---
Columbia Real Estate Equity K CRRFX 10.45 24.89 6.81 18.68 13.77 ---
Columbia Real Estate Equity R5 CRRVX 10.41 25.12 6.83 18.96 13.96 ---
Columbia Real Estate Equity R CRSRX 10.42 24.54 6.72 18.19 13.29 ---
Voya Real Estate R CRWRX 10.30 24.50 6.17 19.07 13.49 ---
Cohen & Steers Real Estate Securities B CSBIX 10.51 25.47 7.41 20.27 14.88 18.43
Cohen & Steers Real Estate Securities C CSCIX 10.45 25.44 7.35 20.22 14.86 18.41
Cohen & Steers Real Estate Securities I CSDIX 10.48 26.37 7.57 21.27 15.94 19.55
Cohen & Steers Real Estate Securities A CSEIX 10.52 26.18 7.55 21.01 15.63 19.15
Cohen & Steers Real Estate Securiti A LW CSEIX.LW 10.52 26.18 7.55 21.01 15.63 19.15
Cohen & Steers Instl Realty Shares CSRIX 10.06 25.04 6.81 19.53 14.56 18.50
Cohen & Steers Realty Shares CSRSX 10.15 25.04 6.78 19.39 14.31 18.28
Cohen & Steers Real Estate Securities Z CSZIX --- --- --- --- --- ---
Compass EMP REC Enhanced Volatil Wtd A CWRAX 10.94 15.34 6.90 13.57 --- ---
Compass EMP REC Enhanced Volatil Wt A LW CWRAX.LW 10.94 15.34 6.90 13.57 --- ---
Compass EMP REC Enhanced Volatil Wtd C CWRCX 10.82 14.58 6.65 12.71 --- ---
Compass EMP REC Enhanced Volatil Wtd I CWRIX 10.97 15.55 6.97 13.89 --- ---
Compass EMP REC Enhanced Volatil Wtd T CWRTX 10.86 15.11 6.87 13.33 --- ---
Dunham Real Estate Stock A DAREX 10.84 25.28 7.21 20.73 15.09 18.22
Dunham Real Estate Stock A Load Waived DAREX.LW 10.84 25.28 7.21 20.73 15.09 18.22
Dunham Real Estate Stock C DCREX 10.75 24.50 6.94 19.88 14.25 17.35
DFA Real Estate Securities I DFREX 10.37 26.14 6.68 19.80 14.78 19.19
Dunham Real Estate Stock N DNREX 10.87 25.54 7.23 21.09 15.38 18.52
Delaware REIT C DPRCX 9.79 23.36 6.00 17.67 13.03 17.37
Delaware REIT A DPREX 9.85 24.11 6.20 18.54 13.85 18.24
Delaware REIT A Load Waived DPREX.LW 9.85 24.11 6.20 18.54 13.85 18.24
Delaware REIT R DPRRX 9.77 23.87 6.14 18.24 13.57 17.95
Delaware REIT Instl DPRSX 9.83 24.38 6.19 18.80 14.14 18.54
Davis Real Estate B DREBX 9.13 22.21 6.08 17.63 11.75 15.10
Davis Real Estate C DRECX 9.16 22.42 6.15 17.90 12.02 15.39
Davis Real Estate Y DREYX 9.27 23.57 6.46 19.19 13.26 16.69
Eaton Vance Real Estate A EAREX 10.08 26.32 6.91 21.45 13.61 ---
Eaton Vance Real Estate A Load Waived EAREX.LW 10.08 26.32 6.91 21.45 13.61 ---
E.I.I. Realty Securities Instl EIIRX 8.78 25.19 5.86 20.63 14.71 19.53
Eaton Vance Real Estate I EIREX 10.07 26.53 6.97 21.74 13.92 18.76
Nuveen Real Estate Securities I FARCX 9.87 26.62 6.84 20.76 15.23 19.61
Forward Real Estate Inv FFREX 9.60 23.24 5.41 19.53 15.12 16.87
Forward Real Estate Long/Short Inv FFSRX 7.39 20.92 3.23 17.40 15.61 ---
Fidelity Advisor® Real Estate A FHEAX 10.47 25.37 6.36 19.28 15.01 19.20
Fidelity Advisor® Real Estate A LW FHEAX.LW 10.47 25.37 6.36 19.28 15.01 19.20
Fidelity Advisor® Real Estate B FHEBX 10.41 24.56 6.17 18.38 14.13 18.30
Fidelity Advisor® Real Estate C FHECX 10.39 24.56 6.12 18.38 14.15 18.30
Fidelity Advisor® Real Estate I FHEIX 10.49 25.59 6.42 19.59 15.30 19.49
Fidelity Advisor® Real Estate T FHETX 10.43 25.10 6.30 19.00 14.74 18.91
Forward Real Estate Inst FPREX 9.60 23.69 5.52 20.03 15.60 17.34
Nuveen Real Estate Securities A FREAX 9.81 26.33 6.77 20.44 14.93 19.30
Nuveen Real Estate Securities A LW FREAX.LW 9.81 26.33 6.77 20.44 14.93 19.30
Fidelity® Series Real Estate Equity FREDX 10.42 25.71 6.46 19.74 15.40 ---
Franklin Real Estate Securities A FREEX 10.67 25.28 7.10 19.86 14.25 18.50
Franklin Real Estate Securities A LW FREEX.LW 10.67 25.28 7.10 19.86 14.25 18.50
Fidelity® Series Real Estate Equity F FREFX 10.50 25.96 6.51 19.95 15.63 ---
Nuveen Real Estate Securities R6 FREGX 9.90 26.75 6.88 20.94 --- ---
Fidelity® Real Estate Investment Port FRESX 10.43 26.31 6.94 20.43 15.11 19.81
Fidelity® Real Estate Income FRIFX 3.13 11.42 2.23 10.47 11.96 12.53
Fidelity Advisor® Real Estate Income A FRINX 3.05 11.23 2.19 10.29 11.73 ---
Fidelity Advisor® Real Estate Incom A LW FRINX.LW 3.05 11.23 2.19 10.29 11.73 ---
Fidelity Advisor® Real Estate Income C FRIOX 3.08 10.50 2.04 9.49 10.91 ---
Fidelity Advisor® Real Estate Income T FRIQX 3.14 11.20 2.27 10.25 11.73 ---
Fidelity Advisor® Real Estate Income Int FRIRX 3.14 11.49 2.34 10.66 12.03 ---
Franklin Real Estate Securities Adv FRLAX 10.70 25.56 7.14 20.13 14.55 18.82
Nuveen Real Estate Securities C FRLCX 9.80 25.60 6.58 19.55 14.08 18.42
Forward Real Estate Long/Short Advisor FRLSX 7.46 21.20 3.32 17.77 16.02 ---
Franklin Real Estate Securities C FRRSX 10.61 24.50 6.93 18.97 13.39 17.63
Nuveen Real Estate Securities R3 FRSSX 9.86 26.13 6.70 20.14 14.65 19.03
Fidelity Spartan® Real Estate Idx Inv FRXIX 10.59 26.54 7.10 20.23 14.46 ---
Franklin Real Estate Securities R6 FSERX 10.70 25.81 7.21 20.41 --- ---
Fidelity® Series Real Estate Income FSREX 1.99 9.54 1.85 9.46 11.15 ---
Fidelity Spartan® Real Estate Idx Instl FSRNX 10.66 26.63 7.21 20.39 14.67 ---
Fidelity Spartan® Real Estate Idx Advtg® FSRVX 10.58 26.63 7.14 20.38 14.61 ---
Fidelity® Series Real Estate Income F FSRWX 2.08 9.76 1.90 9.74 11.33 ---
Goldman Sachs Real Estate A GREAX 9.25 24.27 5.77 19.65 14.15 18.40
Goldman Sachs Real Estate A Load Waived GREAX.LW 9.25 24.27 5.77 19.65 14.15 18.40
Goldman Sachs Real Estate B GREBX 9.20 23.49 5.60 18.72 13.29 17.49
Goldman Sachs Real Estate C GRECX 9.19 23.45 5.55 18.76 13.30 17.52
Goldman Sachs Real Estate Instl GREIX 9.27 24.62 5.85 20.14 14.59 18.88
Goldman Sachs Real Estate R GRERX 9.24 23.98 5.70 19.35 13.91 18.12
Goldman Sachs Real Estate Svc GRESX 9.26 24.17 5.78 19.51 14.02 18.27
Goldman Sachs Real Estate IR GRETX 9.22 24.52 5.84 19.91 14.41 18.68
REMS Real Estate Value Opportunity P HLPPX 7.09 15.14 5.48 15.11 20.42 ---
REMS Real Estate Value Opportunity Instl HLRRX 7.11 15.41 5.58 15.43 20.74 20.38
Invesco Real Estate A IARAX 9.21 23.97 6.68 18.30 14.11 17.01
Invesco Real Estate A Load Waived IARAX.LW 9.21 23.97 6.68 18.30 14.11 17.01
Invesco Real Estate C IARCX 9.20 23.23 6.49 17.48 13.28 16.15
Invesco Real Estate R6 IARFX 9.30 24.46 6.85 18.90 --- ---
Invesco Real Estate R5 IARIX 9.25 24.39 6.78 18.80 14.56 17.49
Invesco Real Estate R IARRX 9.24 23.70 6.65 18.05 13.84 16.72
Invesco Real Estate Y IARYX 9.25 24.21 6.75 18.64 14.41 17.32
VY Clarion Real Estate A ICRPX 9.55 24.44 5.79 19.01 13.54 18.59
Voya Real Estate O IDROX 10.29 24.78 6.23 19.34 13.76 18.77
Ivy Real Estate Securities E IREEX 10.50 25.08 7.39 20.31 14.34 17.69
Ivy Real Estate Securities I IREIX 10.52 25.72 7.52 21.05 15.01 18.34
Voya Real Estate W IREWX 8.44 23.69 5.16 18.32 13.64 18.81
Ivy Real Estate Securities A IRSAX 10.50 25.25 7.43 20.45 14.42 17.67
Ivy Real Estate Securities A LW IRSAX.LW 10.50 25.25 7.43 20.45 14.42 17.67
Ivy Real Estate Securities B IRSBX 10.43 24.19 7.15 19.27 13.20 16.36
Ivy Real Estate Securities C IRSCX 10.46 24.49 7.23 19.62 13.58 16.83
Ivy Real Estate Securities R6 IRSEX 10.59 --- 7.61 --- --- ---
Ivy Real Estate Securities R IRSRX 10.50 25.09 7.39 20.31 14.30 17.66
Ivy Real Estate Securities Y IRSYX 10.53 25.47 7.49 20.76 14.73 18.07
VY Clarion Real Estate I IVRIX 9.64 25.08 5.96 19.75 14.24 19.31
VY Clarion Real Estate S IVRSX 9.60 24.76 5.88 19.39 13.94 19.01
VY Clarion Real Estate S2 IVRTX 9.59 24.64 5.82 19.24 13.77 18.83
JHFunds2 Real Estate Equity NAV JHAZX 10.07 25.08 6.84 20.67 14.60 19.32
JHFunds2 Real Estate Secs 1 JIREX 10.18 26.43 6.71 19.81 14.45 18.94
JPMorgan Realty Income R5 JRIRX 10.10 25.66 6.79 19.98 14.36 19.29
Johnson Realty JRLTX 10.08 24.49 6.70 18.85 13.28 17.82
Forward Real Estate A KREAX 9.62 23.27 5.41 19.54 15.15 16.96
Forward Real Estate A Load Waived KREAX.LW 9.62 23.27 5.41 19.54 15.15 16.96
Forward Real Estate C KRECX 9.54 22.72 5.27 18.87 14.47 16.20
Forward Real Estate Long/Short A KSRAX 7.41 20.87 3.26 17.36 15.61 18.06
Forward Real Estate Long/Short A LW KSRAX.LW 7.41 20.87 3.26 17.36 15.61 18.06
Forward Real Estate Long/Short B KSRBX 7.35 20.31 3.09 16.70 14.91 17.28
Forward Real Estate Long/Short C KSRCX 7.38 20.27 3.11 16.70 14.92 17.29
Forward Real Estate Long/Short Instl KSRYX 7.43 21.24 3.34 17.79 16.03 18.46
Lazard US Realty Equity Instl LREIX 6.40 22.39 4.88 19.22 14.78 ---
Lazard US Realty Equity Open LREOX 6.33 22.06 4.76 18.89 14.46 21.27
Lazard US Realty Income Instl LRIIX 3.95 17.81 1.13 16.00 14.75 ---
Lazard US Realty Income Open LRIOX 4.08 17.76 1.06 15.74 14.46 17.35
Manning & Napier Real Estate S MNREX 8.99 22.80 6.15 19.26 16.05 ---
Manning & Napier Real Estate I MNRIX 8.98 23.07 6.19 19.52 --- ---
AMG Managers Real Estate Securities MRESX 10.67 26.25 7.13 19.88 14.70 19.35
Morgan Stanley Inst US Real Estate L MSULX 9.35 24.41 6.55 20.28 --- ---
Morgan Stanley Inst US Real Estate I MSUSX 9.42 25.20 6.74 21.26 14.10 18.36
Morgan Stanley Inst US Real Estate IS MURSX 9.40 25.30 6.77 21.32 --- ---
Morgan Stanley Inst US Real Estate A MUSDX 9.37 24.96 6.69 20.91 13.77 18.07
Morgan Stanley Inst US Real Estate A LW MUSDX.LW 9.37 24.96 6.69 20.91 13.77 18.07
Great-West Real Estate Index Initial MXREX 10.58 26.08 7.02 19.77 --- ---
Neuberger Berman Real Estate Tr NBRFX 8.39 20.38 5.82 17.28 12.78 18.07
Neuberger Berman Real Estate I NBRIX 8.45 20.68 5.86 17.46 12.99 18.30
Natixis AEW Real Estate C NRCFX 10.13 24.49 6.88 18.66 13.14 17.58
Neuberger Berman Real Estate A NREAX 8.39 20.33 5.77 17.08 12.60 ---
Neuberger Berman Real Estate A LW NREAX.LW 8.39 20.33 5.77 17.08 12.60 ---
Neuberger Berman Real Estate C NRECX 8.32 19.54 5.56 16.16 11.75 ---
Neuberger Berman Real Estate R3 NRERX 8.33 20.05 5.65 16.73 12.32 ---
Natixis AEW Real Estate A NRFAX 10.16 25.33 7.04 19.55 13.98 18.47
Natixis AEW Real Estate A Load Waived NRFAX.LW 10.16 25.33 7.04 19.55 13.98 18.47
Natixis AEW Real Estate B NRFBX 10.13 24.51 6.88 18.66 13.14 17.59
Natixis AEW Real Estate N NRFNX 10.16 25.52 7.09 19.84 --- ---
Natixis AEW Real Estate Y NRFYX 10.17 25.47 7.12 19.79 14.25 18.77
Neuberger Berman Real Estate R6 NRREX 8.45 20.75 5.88 17.64 --- ---
Oppenheimer Real Estate A OREAX 11.12 25.86 7.53 20.93 14.79 18.60
Oppenheimer Real Estate A Load Waived OREAX.LW 11.12 25.86 7.53 20.93 14.79 18.60
Oppenheimer Real Estate B OREBX 11.01 25.08 7.32 19.98 13.92 17.71
Oppenheimer Real Estate C ORECX 11.03 25.11 7.34 20.04 13.92 17.70
Oppenheimer Real Estate I OREIX 11.15 26.37 7.67 21.50 --- ---
Oppenheimer Real Estate R ORENX 11.12 25.67 7.50 20.64 14.49 18.30
Oppenheimer Real Estate Y OREYX 11.14 26.10 7.61 21.22 15.11 18.99
T. Rowe Price Real Estate Adv PAREX 9.98 24.71 6.74 20.26 14.38 19.24
Pioneer Real Estate B PBREX 9.63 23.06 6.18 17.32 12.20 16.90
Pioneer Real Estate C PCREX 9.75 23.78 6.41 18.02 12.80 17.44
PIMCO Real Estate Real Return Strategy A PETAX 11.81 33.94 5.04 22.18 14.86 24.49
PIMCO Real Estate Real Return Strat A LW PETAX.LW 11.81 33.94 5.04 22.18 14.86 24.49
PIMCO Real Estate Real Return Strategy B PETBX 11.83 33.33 4.93 21.58 14.02 23.55
PIMCO Real Estate Real Return Strategy C PETCX 11.84 33.32 4.83 21.38 13.98 23.55
PIMCO Real Estate Real Return Strategy D PETDX 11.75 34.14 5.02 22.38 14.90 24.50
PIMCO Real Estate Real Return Strategy P PETPX 11.87 34.36 5.07 22.88 15.19 24.86
Virtus Real Estate Securities A PHRAX 10.80 26.35 7.47 19.74 14.02 18.76
Virtus Real Estate Securities A LW PHRAX.LW 10.80 26.35 7.47 19.74 14.02 18.76
Virtus Real Estate Securities B PHRBX 10.74 25.54 7.25 18.85 13.17 17.86
Virtus Real Estate Securities C PHRCX 10.71 25.53 7.25 18.85 13.18 17.88
Phocas Real Estate PHREX 10.53 25.99 7.55 23.50 16.71 19.02
Virtus Real Estate Securities I PHRIX 10.81 26.57 7.52 20.03 14.31 19.05
Principal Real Estate Securities Inst PIREX 10.91 26.96 7.94 21.84 15.85 19.27
Principal Real Estate Securities P PIRPX 10.92 26.84 7.89 21.74 15.70 ---
Prudential US Real Estate A PJEAX 9.07 23.89 5.96 18.28 13.70 ---
Prudential US Real Estate A Load Waived PJEAX.LW 9.07 23.89 5.96 18.28 13.70 ---
Prudential US Real Estate B PJEBX 9.02 23.14 5.79 17.44 12.84 ---
Prudential US Real Estate C PJECX 9.04 23.08 5.79 17.38 12.86 ---
Prudential US Real Estate Z PJEZX 9.15 24.19 6.10 18.57 14.00 ---
Principal Real Estate Securities R1 PRAEX 10.88 26.14 7.70 20.87 14.89 18.28
Principal Real Estate Securities C PRCEX 10.86 25.72 7.62 20.42 14.41 17.77
Principal Real Estate Securities J PREJX 10.88 26.61 7.84 21.39 15.36 18.72
Principal Real Estate Securities R2 PRENX 10.86 26.20 7.73 21.04 15.04 18.42
Principal Real Estate Securities R5 PREPX 10.93 26.76 7.87 21.63 15.60 19.00
Principal Real Estate Securities R3 PRERX 10.95 26.48 7.82 21.26 15.25 18.65
Principal Real Estate Securities R4 PRETX 10.89 26.63 7.85 21.48 15.46 18.87
Principal Real Estate Securities B PRLEX 10.84 25.61 7.57 20.29 14.33 17.71
Principal Real Estate Securities A PRRAX 10.92 26.53 7.83 21.34 15.34 18.70
Principal Real Estate Securities A LW PRRAX.LW 10.92 26.53 7.83 21.34 15.34 18.70
PIMCO Real Estate Real Return Strategy I PRRSX 11.96 34.53 5.20 22.95 15.32 24.99
Pioneer Real Estate A PWREX 9.87 24.72 6.69 19.09 13.76 18.45
Pioneer Real Estate A Load Waived PWREX.LW 9.87 24.72 6.69 19.09 13.76 18.45
Pioneer Real Estate Y PYREX 9.88 25.21 6.81 19.64 14.31 19.09
Altegris/AACA Real Estate Long Short A RAAAX 7.79 --- 6.59 --- --- ---
Altegris/AACA Real Estate Long Shor A LW RAAAX.LW 7.79 --- 6.59 --- --- ---
Altegris/AACA Real Estate Long Short I RAAIX 7.78 24.73 6.65 25.06 18.86 ---
Altegris/AACA Real Estate Long Short N RAANX 7.78 --- 6.70 --- --- ---
American Century Real Estate Inv REACX 9.42 24.18 6.24 18.89 14.28 19.71
American Century Real Estate Instl REAIX 9.48 24.44 6.31 19.17 14.52 19.96
Deutsche Real Estate Secs Inc A REFAX 6.34 18.81 3.39 13.17 --- ---
Deutsche Real Estate Secs Inc A LW REFAX.LW 6.34 18.81 3.39 13.17 --- ---
Deutsche Real Estate Secs Inc C REFCX 6.24 18.02 3.10 12.41 --- ---
Deutsche Real Estate Secs Inc Instl REFIX 6.34 19.04 3.36 13.46 --- ---
Deutsche Real Estate Secs Inc S REFSX 6.33 18.93 3.34 13.33 --- ---
Deutsche Real Estate Securities Inc R6 REFZX 6.34 --- --- --- --- ---
West Loop Realty A REIAX 9.08 25.77 7.04 --- --- ---
West Loop Realty A Load Waived REIAX.LW 9.08 25.77 7.04 --- --- ---
West Loop Realty C REICX 8.92 24.93 6.78 --- --- ---
West Loop Realty Instl REIIX 9.08 25.98 7.10 --- --- ---
Invesco Real Estate Investor REINX 9.23 23.96 6.69 18.31 14.10 17.00
Davis Real Estate A RPFRX 9.23 23.31 6.39 18.92 12.99 16.37
Davis Real Estate A Load Waived RPFRX.LW 9.23 23.31 6.39 18.92 12.99 16.37
REMS Real Estate Income 50/50 Platform RREFX 4.85 19.12 4.17 16.36 13.64 10.13
REMS Real Estate Income 50/50 Instl RREIX 4.83 19.31 4.21 16.63 14.00 10.48
Deutsche Real Estate Securities A RRRAX 10.16 26.21 6.65 19.54 14.22 18.63
Deutsche Real Estate Securities A LW RRRAX.LW 10.16 26.21 6.65 19.54 14.22 18.63
Deutsche Real Estate Securities B RRRBX 10.07 25.34 6.41 18.62 13.28 17.66
Deutsche Real Estate Securities C RRRCX 10.07 25.45 6.45 18.68 13.42 17.80
Deutsche Real Estate Securities S RRREX 10.16 26.44 6.68 19.81 14.47 18.89
Deutsche Real Estate Securities Instl RRRRX 10.17 26.49 6.70 19.96 14.62 19.07
Deutsche Real Estate Securities R RRRSX 10.11 25.91 6.57 19.22 13.85 18.28
Deutsche Real Estate Securities R6 RRRZX 10.22 --- --- --- --- ---
Rydex Real Estate C RYCRX 7.94 17.32 4.53 12.98 12.01 14.68
Rydex Real Estate H RYHRX 8.02 18.01 4.75 13.77 12.86 15.59
Rydex Real Estate A RYREX 8.00 18.08 4.74 13.81 12.88 15.61
Rydex Real Estate A Load Waived RYREX.LW 8.00 18.08 4.74 13.81 12.88 15.61
SA Real Estate Securities SAREX 9.90 24.56 6.14 18.32 13.79 18.20
SEI Real Estate I (SIMT) SEIRX 10.24 25.07 6.79 18.96 13.34 18.00
SEI Real Estate A (SIMT) SETAX 10.24 25.38 6.86 19.22 13.59 18.24
Spirit of America Real Estate Inc & Gr A SOAAX 9.17 26.51 6.92 23.26 14.53 18.32
Spirit of America Real Estate Inc & A LW SOAAX.LW 9.17 26.51 6.92 23.26 14.53 18.32
Prudential Select Real Estate A SREAX 5.97 --- --- --- --- ---
Prudential Select Real Estate A LW SREAX.LW 5.97 --- --- --- --- ---
Prudential Select Real Estate C SRECX 5.98 --- --- --- --- ---
Prudential Select Real Estate Q SREQX 6.07 --- --- --- --- ---
Prudential Select Real Estate Z SREZX 6.07 --- --- --- --- ---
SSgA Clarion Real Estate N SSREX 10.50 26.27 6.86 20.90 14.23 18.42
SSgA Clarion Real Estate A SSRVX 10.48 --- 6.81 --- --- ---
SSgA Clarion Real Estate A Load Waived SSRVX.LW 10.48 --- 6.81 --- --- ---
SSgA Clarion Real Estate C SSRWX 10.42 --- 6.61 --- --- ---
SSgA Clarion Real Estate I SSRYX 10.51 --- 6.88 --- --- ---
SSgA Clarion Real Estate K SSRZX 10.45 --- 6.93 --- --- ---
Stratton Real Estate STMDX 9.53 25.84 7.39 19.98 15.51 17.49
TIAA-CREF Real Estate Sec Retail TCREX 9.84 23.00 6.96 19.16 14.32 18.92
TIAA-CREF Real Estate Sec Instl TIREX 9.85 23.31 7.07 19.59 14.74 19.27
T. Rowe Price Real Estate TRREX 10.00 24.94 6.81 20.56 14.66 19.51
TIAA-CREF Real Estate Sec Premier TRRPX 9.85 23.26 7.03 19.39 14.58 19.11
TIAA-CREF Real Estate Sec Retire TRRSX 9.89 23.14 7.06 19.27 14.45 19.00
JPMorgan Realty Income A URTAX 10.10 25.17 6.66 19.48 13.84 18.75
JPMorgan Realty Income A Load Waived URTAX.LW 10.10 25.17 6.66 19.48 13.84 18.75
JPMorgan Realty Income B URTBX 10.06 24.75 6.63 18.87 13.27 18.19
JPMorgan Realty Income C URTCX 10.08 24.74 6.53 18.82 13.27 18.17
JPMorgan Realty Income Instl URTLX 10.11 25.66 6.79 19.96 14.29 19.24
Vanguard REIT Index Inv VGSIX 9.93 25.18 6.41 18.94 14.87 19.09
Vanguard REIT Index Adm VGSLX 9.97 25.37 6.44 19.14 15.03 19.26
Vanguard REIT Index I VGSNX 9.96 25.34 6.47 19.15 15.06 19.29
Voya Real Estate R6 VREQX 9.58 --- 5.88 --- --- ---
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