Real Estate: Total Returns

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Data through 9/15/2017. 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 2.01 5.51 0.91 5.12 8.80 8.09
Invesco Real Estate B AARBX 2.16 6.49 1.08 4.35 7.85 7.15
Alpine Realty Income & Growth A AIAGX 1.82 7.10 0.92 7.46 10.63 9.12
Alpine Realty Income & Growth Instl AIGYX 1.86 7.27 0.99 7.69 10.90 9.38
American Century Real Estate R6 AREDX 2.29 4.80 1.52 2.69 8.99 ---
American Century Real Estate A AREEX 2.23 4.34 1.35 2.06 8.33 7.44
American Century Real Estate R AREWX 2.21 4.18 1.29 1.82 8.06 7.17
American Century Real Estate R5 ARREX 2.29 --- 1.47 --- --- ---
American Century Real Estate C ARYCX 2.18 3.80 1.17 1.30 7.52 6.64
American Century Real Estate Y ARYEX 2.29 --- 1.50 --- --- ---
BlackRock Real Estate Securities Inv A BAREX 1.48 4.93 0.20 4.71 9.92 ---
BlackRock Real Estate Securities Inv C BCREX 1.49 4.39 0.09 3.94 9.14 ---
BlackRock Real Estate Securities Instl BIREX 1.63 5.23 0.43 5.07 10.25 ---
Baron Real Estate Retail BREFX 1.81 18.50 2.52 19.99 6.03 11.57
Baron Real Estate Institutional BREIX 1.86 18.72 2.60 20.27 6.30 11.86
Baron Real Estate R6 BREUX 1.86 18.72 2.60 20.29 --- ---
Brookfield US Listed Real Estate A BRUAX 2.12 3.97 0.66 1.38 6.01 ---
Brookfield US Listed Real Estate C BRUCX 1.93 3.30 0.37 0.53 5.25 ---
Brookfield US Listed Real Estate I BRUIX 2.03 4.11 0.63 1.56 6.28 ---
Brookfield US Listed Real Estate Y BRUYX 2.03 4.20 0.62 1.65 6.37 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs A CEEAX 1.63 4.41 1.11 3.34 7.15 6.66
JPMorgan Sec Cptl US Cor Rl Estt Secs C CEECX 1.58 4.03 0.98 2.77 6.62 6.13
JPMorgan Sec Cptl US Cor Rl Estt Secs R5 CEEFX 1.62 4.75 1.22 3.80 7.63 7.14
JPMorgan Sec Cptl US Cor Rl Estt Secs R6 CEERX 1.62 4.77 1.23 3.85 7.68 7.20
JPMorgan Sec Cptl US Cor Rl Estt Secs I CEESX 1.63 4.59 1.16 3.53 7.42 6.93
CGM Realty CGMRX 2.73 17.15 7.81 28.76 9.66 8.55
Cohen & Steers Real Estate Securities R CIRRX 1.96 6.69 0.77 5.35 --- ---
Voya Real Estate A CLARX 1.93 4.01 0.77 1.22 7.90 7.30
Commonwealth Real Estate Securities CNREX 1.86 9.67 1.48 11.84 6.57 7.61
Voya Real Estate I CRARX 1.93 4.23 0.85 1.58 8.04 7.55
Voya Real Estate C CRCRX 1.83 3.41 0.52 0.41 6.91 6.40
Columbia Real Estate Equity A CREAX 1.66 4.91 0.00 3.00 9.03 7.45
Columbia Real Estate Equity C CRECX 1.53 4.32 -0.19 2.16 8.20 6.64
Columbia Real Estate Equity Z CREEX 1.66 5.09 0.06 3.25 9.31 7.72
Cohen & Steers Real Estate Securities F CREFX 2.02 --- 0.89 --- --- ---
Columbia Real Estate Equity R4 CRERX 1.63 5.08 0.06 3.19 9.28 ---
Columbia Real Estate Equity T CREWX 1.60 4.91 0.00 2.93 9.03 7.44
Columbia Real Estate Equity Y CREYX 1.65 --- 0.11 --- --- ---
Columbia Real Estate Equity K CRRFX 1.59 4.97 -0.03 3.07 9.16 7.61
Columbia Real Estate Equity R5 CRRVX 1.66 5.18 0.10 3.41 9.44 7.82
Columbia Real Estate Equity R CRSRX 1.60 4.71 -0.06 2.74 8.77 7.18
Voya Real Estate R CRWRX 1.89 3.78 0.66 0.94 7.64 7.03
Cohen & Steers Real Estate Securities C CSCIX 1.89 6.34 0.60 4.84 11.55 10.00
Cohen & Steers Real Estate Securities I CSDIX 2.02 7.09 0.87 5.85 12.59 11.02
Cohen & Steers Real Estate Securities A CSEIX 1.92 6.81 0.78 5.53 12.28 10.71
Cohen & Steers Instl Realty Shares CSRIX 1.64 6.26 0.39 4.57 10.30 9.16
Cohen & Steers Realty Shares CSRSX 1.59 5.98 0.25 4.20 10.05 8.91
Cohen & Steers Real Estate Securities Z CSZIX 1.96 7.12 0.89 5.92 --- ---
Dunham Real Estate Stock A DAREX 2.09 3.61 0.94 1.60 8.59 8.08
Dunham Real Estate Stock C DCREX 2.01 3.05 0.73 0.84 7.75 7.29
DFA Real Estate Securities I DFREX 2.66 5.47 1.53 4.21 10.14 8.91
Dunham Real Estate Stock N DNREX 2.11 3.77 1.01 1.84 8.83 8.36
Delaware REIT C DPRCX 1.47 1.50 -0.71 0.37 6.88 6.39
Delaware REIT R6 DPRDX 1.54 2.32 -0.42 1.52 --- ---
Delaware REIT A DPREX 1.63 2.12 -0.45 1.16 7.71 7.20
Delaware REIT R DPRRX 1.55 1.82 -0.59 0.85 7.41 6.93
Delaware REIT Instl DPRSX 1.63 2.23 -0.39 1.40 7.96 7.47
Davis Real Estate C DRECX 2.82 6.32 2.55 5.00 8.95 6.88
Davis Real Estate Y DREYX 2.90 7.15 2.82 6.14 10.14 8.05
Eaton Vance Real Estate A EAREX 2.26 3.46 1.28 3.60 9.36 8.14
Eaton Vance Real Estate I EIREX 2.33 3.71 1.42 3.90 9.64 8.41
Nuveen Real Estate Securities I FARCX 1.92 4.90 0.73 4.00 9.33 8.56
Fidelity® SAI Real Estate Index FESIX 2.34 3.37 0.59 2.80 --- ---
Fidelity® Flex Real Estate FFERX 2.34 --- 1.36 --- --- ---
Salient Real Estate Inv FFREX 1.28 -2.32 -1.80 0.67 7.43 7.44
Salient Tactical Real Estate Inv FFSRX 1.57 -2.93 -1.61 1.20 6.22 7.10
Fidelity Advisor® Real Estate A FHEAX 1.94 3.50 -0.21 2.69 8.20 7.58
Fidelity Advisor® Real Estate C FHECX 1.87 2.94 -0.41 1.89 7.39 6.77
Fidelity Advisor® Real Estate I FHEIX 2.00 3.75 -0.14 3.00 8.50 7.88
Fidelity Advisor® Real Estate M FHETX 1.92 3.33 -0.27 2.45 7.95 7.35
First Investors Real Estate A FIRDX 2.37 -1.29 -1.37 -2.05 --- ---
First Investors Real Estate Advisor FIRGX 2.47 -1.02 -1.18 -1.64 --- ---
First Investors Real Estate Instl FIRHX 2.48 -0.87 -1.16 -1.56 --- ---
Salient Real Estate Inst FPREX 1.28 -2.16 -1.72 0.92 7.82 7.84
Nuveen Real Estate Securities A FREAX 1.90 4.68 0.71 3.75 9.06 8.29
Fidelity® Series Real Estate Equity FREDX 2.04 4.02 0.06 3.25 8.65 8.02
Franklin Real Estate Securities A FREEX 2.26 4.02 0.54 2.01 8.68 7.90
Nuveen Real Estate Securities R6 FREGX 1.95 5.00 0.81 4.21 9.52 ---
Fidelity® Real Estate Investment Port FRESX 2.32 5.02 1.18 4.20 10.52 9.01
Fidelity® Real Estate Income FRIFX 0.93 7.18 1.67 7.57 7.61 7.69
Fidelity Advisor® Real Estate Income A FRINX 0.95 7.03 1.61 7.33 7.34 7.44
Fidelity Advisor® Real Estate Income C FRIOX 0.85 6.40 1.43 6.54 6.53 6.63
Fidelity Advisor® Real Estate Income M FRIQX 0.86 6.93 1.52 7.22 7.31 7.40
Fidelity Advisor® Real Estate Income I FRIRX 0.94 7.22 1.68 7.62 7.62 7.74
Franklin Real Estate Securities Adv FRLAX 2.24 4.14 0.54 2.24 8.95 8.18
Nuveen Real Estate Securities C FRLCX 1.86 4.15 0.48 2.99 8.25 7.49
Franklin Real Estate Securities C FRRSX 2.01 3.29 0.18 1.09 7.82 7.07
Nuveen Real Estate Securities R3 FRSSX 1.92 4.49 0.65 3.51 8.79 8.02
Fidelity® Real Estate Index Investor FRXIX 2.31 3.24 0.49 2.59 9.13 8.16
Franklin Real Estate Securities R6 FSERX 2.27 4.32 0.65 2.47 9.17 ---
Fidelity® Series Real Estate Income FSREX 0.78 6.66 1.58 6.73 6.79 7.22
Fidelity® Real Estate Index Instl FSRNX 2.28 3.35 0.53 2.80 9.32 8.34
Fidelity® Real Estate Index Premium FSRVX 2.34 3.33 0.53 2.77 9.29 8.32
Goldman Sachs Real Estate Securities A GREAX 1.97 2.28 0.89 0.99 7.87 7.37
Goldman Sachs Real Estate Securities C GRECX 1.87 1.76 0.67 0.23 7.05 6.57
Goldman Sachs Real Estate Securities Ins GREIX 1.98 2.58 0.97 1.41 8.31 7.79
Goldman Sachs Real Estate Securities R GRERX 1.93 2.16 0.83 0.73 7.61 7.10
Goldman Sachs Real Estate Securities Svc GRESX 1.96 2.27 0.91 0.89 7.78 7.27
Goldman Sachs Real Estate Securities Inv GRETX 1.96 2.45 0.95 1.24 8.14 7.64
Goldman Sachs Real Estate Securities R6 GREUX 1.98 2.59 1.03 1.39 --- ---
Guggenheim Risk Managed Real Estt A GURAX 1.78 8.69 2.56 11.15 11.67 ---
Guggenheim Risk Managed Real Estt C GURCX 1.72 8.16 2.38 10.38 10.85 ---
Guggenheim Risk Managed Real Estt Instl GURIX 1.79 8.93 2.62 11.55 12.02 ---
Guggenheim Risk Managed Real Estt P GURPX 1.77 8.68 2.54 11.19 --- ---
REMS Real Estate Value Opportunity P HLPPX -0.24 -0.97 -1.35 0.97 5.32 8.06
REMS Real Estate Value Opportunity Instl HLRRX -0.28 -0.84 -1.27 1.17 5.58 8.33
Invesco Real Estate A IARAX 2.25 7.09 1.32 5.19 8.67 7.96
Invesco Real Estate C IARCX 2.17 6.47 1.09 4.36 7.85 7.15
Invesco Real Estate R6 IARFX 2.24 7.44 1.39 5.65 9.17 ---
Invesco Real Estate R5 IARIX 2.26 7.37 1.37 5.56 9.08 8.36
Invesco Real Estate R IARRX 2.19 6.88 1.21 4.92 8.40 7.69
Invesco Real Estate Y IARYX 2.22 7.24 1.33 5.40 8.94 8.23
VY® Clarion Real Estate A ICRPX 1.91 3.97 0.72 1.26 7.60 7.15
Voya Real Estate O IDROX 1.88 3.97 0.72 1.18 7.90 7.29
Ivy Advantus Real Estate Securities E IREEX 2.05 5.36 0.48 3.24 9.09 7.84
Ivy Advantus Real Estate Securities I IREIX 2.10 5.64 0.57 3.67 9.62 8.43
Voya Real Estate W IREWX 1.95 4.17 0.79 1.42 7.46 7.22
Ivy Advantus Real Estate Securities A IRSAX 2.06 5.37 0.52 3.28 9.18 7.94
Ivy Advantus Real Estate Securities B IRSBX 1.98 4.66 0.23 2.29 8.18 6.89
Ivy Advantus Real Estate Securities C IRSCX 1.99 4.75 0.26 2.45 8.36 7.14
Ivy Advantus Real Estate Securities N IRSEX 2.11 5.77 0.62 3.85 9.79 ---
Ivy Advantus Real Estate Securities R IRSRX 2.04 5.20 0.46 3.07 8.96 7.76
Ivy Advantus Real Estate Securities Y IRSYX 2.10 5.50 0.56 3.43 9.37 8.18
VY® Clarion Real Estate I IVRIX 1.99 4.44 0.89 1.88 8.26 7.79
VY® Clarion Real Estate S IVRSX 1.97 4.23 0.81 1.62 7.99 7.52
VY® Clarion Real Estate S2 IVRTX 1.95 4.12 0.77 1.47 7.82 7.36
JHFunds 2 Real Estate Equity NAV JHAZX 1.85 2.34 0.48 2.07 8.63 7.99
JHFunds 2 Real Estate Securities 1 JIREX 2.32 5.67 0.99 4.23 9.67 8.36
JPMorgan Realty Income R6 JPINX 2.14 3.56 0.90 1.32 --- ---
JPMorgan Realty Income R5 JRIRX 2.05 3.47 0.83 1.23 8.22 7.48
Johnson Realty JRLTX 2.61 5.85 1.14 4.78 9.22 8.11
Salient Real Estate A KREAX 1.30 -2.38 -1.83 0.58 7.38 7.40
Salient Real Estate C KRECX 1.28 -2.71 -1.96 0.06 6.79 6.80
Salient Tactical Real Estate A KSRAX 1.57 -2.96 -1.65 1.14 6.15 7.05
Salient Tactical Real Estate C KSRCX 1.53 -3.34 -1.78 0.59 5.57 6.45
Salient Tactical Real Estate Instl KSRYX 1.58 -2.70 -1.55 1.54 6.57 7.47
Lazard US Realty Equity Instl LREIX 1.63 6.45 0.05 5.76 8.55 8.27
Lazard US Realty Equity Open LREOX 1.62 6.28 0.00 5.49 8.25 7.99
Lazard US Realty Income Instl LRIIX 1.80 1.78 -1.07 1.61 1.64 4.85
Lazard US Realty Income Open LRIOX 1.80 1.49 -1.28 1.19 1.34 4.54
Manning & Napier Real Estate S MNREX 2.52 7.68 1.91 7.03 10.69 9.33
Manning & Napier Real Estate I MNRIX 2.61 7.86 1.92 7.20 10.96 9.60
AMG Managers CenterSquare Real Estate I MRASX 1.81 --- 0.67 --- --- ---
AMG Managers CenterSquare Real Estate N MRESX 1.90 3.28 0.70 2.45 9.76 8.73
AMG Managers CenterSquare Real Estate Z MREZX 1.90 --- 0.67 --- --- ---
Morgan Stanley Inst US Real Estate L MSULX 2.17 -0.10 -0.15 -0.72 6.58 6.63
Morgan Stanley Inst US Real Estate C MSURX 2.12 -0.32 -0.23 -0.98 --- ---
Morgan Stanley Inst US Real Estate I MSUSX 2.29 0.57 0.13 0.17 7.50 7.53
Morgan Stanley Inst US Real Estate IS MURSX 2.29 0.56 0.09 0.22 7.59 ---
Morgan Stanley Inst US Real Estate A MUSDX 2.23 0.29 -0.02 -0.21 7.15 7.19
Great-West Real Estate Index Inv MXREX 2.29 2.98 0.43 2.17 8.60 ---
Great-West Real Estate Index Instl MXSFX 2.29 3.12 0.40 2.42 --- ---
Neuberger Berman Real Estate Tr NBRFX 2.64 9.52 2.08 7.19 9.04 7.57
Neuberger Berman Real Estate I NBRIX 2.63 9.76 2.19 7.38 9.25 7.77
Natixis AEW Real Estate C NRCFX 2.83 3.85 1.56 2.92 8.45 7.28
Neuberger Berman Real Estate A NREAX 2.64 9.50 2.11 7.07 8.84 7.39
Neuberger Berman Real Estate C NRECX 2.49 8.82 1.84 6.21 8.04 6.59
Neuberger Berman Real Estate R3 NRERX 2.57 9.22 1.97 6.73 8.57 7.13
Natixis AEW Real Estate A NRFAX 2.83 4.35 1.77 3.70 9.25 8.08
Natixis AEW Real Estate N NRFNX 2.89 4.57 1.78 4.02 9.71 ---
Natixis AEW Real Estate Y NRFYX 2.89 4.52 1.83 3.97 9.52 8.35
Neuberger Berman Real Estate R6 NRREX 2.71 9.80 2.21 7.54 9.34 ---
Oppenheimer Real Estate A OREAX 2.10 3.71 0.98 1.51 8.95 8.26
Oppenheimer Real Estate B OREBX 2.03 3.16 0.75 0.71 8.13 7.44
Oppenheimer Real Estate C ORECX 2.00 3.15 0.78 0.74 8.14 7.44
Oppenheimer Real Estate I OREIX 2.16 4.05 1.08 1.95 9.43 8.75
Oppenheimer Real Estate R ORENX 2.08 3.53 0.93 1.25 8.69 7.98
Oppenheimer Real Estate Y OREYX 2.12 3.92 1.04 1.79 9.23 8.53
T. Rowe Price Real Estate Advisor PAREX 1.81 2.17 0.42 2.02 8.50 7.84
Pioneer Real Estate C PCREX 2.81 3.58 1.56 2.68 8.27 7.14
PIMCO Real Estate Real Return Strategy A PETAX 2.81 4.16 1.05 3.88 9.73 6.72
PIMCO Real Estate Real Return Strategy C PETCX 2.76 3.61 0.90 3.13 8.93 5.94
PIMCO Real Estate Real Return Strategy D PETDX 2.80 4.13 1.05 3.85 9.68 6.73
PIMCO Real Estate Real Return Strategy P PETPX 2.78 4.34 1.15 4.21 10.04 7.07
Principal Real Estate Securities Fd R-6 PFRSX 1.87 6.97 2.01 --- --- ---
Virtus Duff & Phelps Real Estate Secs A PHRAX 1.84 4.78 1.77 3.94 9.19 7.90
Virtus Duff & Phelps Real Estate Secs C PHRCX 1.75 4.19 1.58 3.15 8.36 7.10
Phocas Real Estate PHREX 1.27 4.79 0.33 5.78 9.29 9.51
Virtus Duff & Phelps Real Estate Secs I PHRIX 1.84 4.96 1.84 4.19 9.45 8.17
Principal Real Estate Securities Inst PIREX 1.87 6.96 2.02 5.12 10.62 9.64
Prudential US Real Estate A PJEAX 2.44 4.70 1.50 5.07 8.17 7.50
Prudential US Real Estate B PJEBX 2.40 4.24 1.42 4.40 7.40 6.70
Prudential US Real Estate C PJECX 2.41 4.17 1.34 4.33 7.39 6.70
Prudential US Real Estate Q PJEQX 2.52 --- 1.64 --- --- ---
Prudential US Real Estate Z PJEZX 2.52 4.93 1.64 5.42 8.46 7.78
Principal Real Estate Securities R1 PRAEX 1.81 6.38 1.83 4.23 9.74 8.74
Principal Real Estate Securities C PRCEX 1.77 6.08 1.72 3.89 9.33 8.33
Principal Real Estate Securities J PREJX 1.88 6.87 1.98 4.87 10.33 9.30
Principal Real Estate Securities R2 PRENX 1.83 6.49 1.85 4.43 9.88 8.89
Principal Real Estate Securities R5 PREPX 1.89 6.86 1.99 4.94 10.42 9.43
Principal Real Estate Securities R3 PRERX 1.83 6.63 1.94 4.61 10.08 9.09
Principal Real Estate Securities R4 PRETX 1.85 6.76 1.96 4.83 10.29 9.29
Principal Real Estate Securities A PRRAX 1.87 6.71 1.91 4.72 10.19 9.20
PIMCO Real Estate Real Return Strategy I PRRSX 2.88 4.39 1.17 4.27 10.20 7.14
Pioneer Real Estate A PWREX 2.86 4.15 1.80 3.47 9.16 8.03
Pioneer Real Estate Y PYREX 2.87 4.36 1.85 3.77 9.54 8.46
Altegris/AACA Opportunistic Real Estt A RAAAX 1.17 12.62 0.83 15.29 11.16 ---
Altegris/AACA Opportunistic Real Estt I RAAIX 1.24 12.91 0.89 15.66 11.43 ---
Altegris/AACA Opportunistic Real Estt N RAANX 1.18 12.63 0.83 15.31 11.15 ---
American Century Real Estate Inv REACX 2.23 4.53 1.40 2.30 8.59 7.71
American Century Real Estate I REAIX 2.29 4.69 1.48 2.54 8.82 7.93
West Loop Realty A REIAX 1.95 3.43 1.14 3.36 9.37 ---
West Loop Realty C REICX 1.96 2.97 1.03 2.63 8.57 ---
West Loop Realty Instl REIIX 2.02 3.71 1.28 3.60 9.66 ---
Invesco Real Estate Investor REINX 2.21 7.11 1.32 5.16 8.68 7.97
Shelton Real Estate Income Institutional RENIX 0.80 3.44 0.45 1.69 7.60 ---
Shelton Real Estate Income Investor RENTX 0.90 3.37 0.42 1.75 7.47 ---
Davis Real Estate A RPFRX 2.89 6.95 2.76 5.90 9.91 7.80
REMS Real Estate Income 50/50 Platform RREFX 1.42 3.29 1.11 2.02 7.81 7.70
REMS Real Estate Income 50/50 Instl RREIX 1.35 3.44 1.09 2.19 8.07 7.98
Deutsche Real Estate Securities A RRRAX 2.28 5.59 0.95 4.15 9.49 8.16
Deutsche Real Estate Securities C RRRCX 2.21 5.07 0.73 3.41 8.74 7.41
Deutsche Real Estate Securities S RRREX 2.32 5.80 1.02 4.44 9.79 8.43
Deutsche Real Estate Securities Instl RRRRX 2.33 5.88 1.04 4.52 9.89 8.54
Deutsche Real Estate Securities R RRRSX 2.23 5.37 0.87 3.81 9.13 7.81
Deutsche Real Estate Securities T RRRTX 2.28 --- 0.92 --- --- ---
Deutsche Real Estate Securities R6 RRRZX 2.33 5.93 1.07 4.63 9.99 ---
Rydex Real Estate C RYCRX 1.88 5.19 0.44 5.35 6.03 5.52
Rydex Real Estate H RYHRX 1.95 5.77 0.68 6.19 6.84 6.31
Rydex Real Estate A RYREX 1.95 5.76 0.65 6.18 6.84 6.33
Spirit of America Real Estate Inc&Gr C SACRX 1.80 5.62 0.93 6.62 --- ---
SA Real Estate Securities Investor SAREX 2.64 4.57 1.21 3.05 9.03 7.93
SA Real Estate Securities Select SARLX 2.55 --- --- --- --- ---
SEI Real Estate I (SIMT) SEIRX 2.00 3.37 1.07 2.68 8.96 7.87
SEI Real Estate F (SIMT) SETAX 2.05 3.60 1.19 2.96 9.20 8.12
Spirit of America Real Estate Inc & Gr A SOAAX 1.87 6.09 1.15 7.44 6.88 7.24
SEI Real Estate Y (SIMT) SREYX 2.05 3.74 1.25 3.23 --- ---
Sterling Capital Stratton Rl Estt Instl STMDX 2.81 6.71 0.57 5.38 10.08 9.09
Sterling Capital Stratton Rl Estt A STMMX 2.76 6.48 0.50 5.10 --- ---
Sterling Capital Stratton Rl Estt C STMOX 2.72 5.94 0.33 4.31 --- ---
TIAA-CREF Real Estate Sec Retail TCREX 1.82 9.90 2.25 8.14 10.39 8.56
TIAA-CREF Real Estate Sec Instl TIREX 1.81 10.14 2.31 8.41 10.72 8.89
TIAA-CREF Real Estate Sec Advisor TIRHX 1.87 10.11 2.30 8.36 --- ---
T. Rowe Price Real Estate I TIRRX 1.83 2.49 0.49 2.43 --- ---
T. Rowe Price Real Estate TRREX 1.84 2.38 0.46 2.29 8.75 8.10
TIAA-CREF Real Estate Sec Premier TRRPX 1.80 10.05 2.27 8.31 10.58 8.74
TIAA-CREF Real Estate Sec Retire TRRSX 1.80 9.95 2.23 8.15 10.46 8.62
JPMorgan Realty Income A URTAX 2.09 3.13 0.77 0.74 7.75 7.00
JPMorgan Realty Income C URTCX 2.00 2.74 0.63 0.24 7.21 6.48
JPMorgan Realty Income I URTDX 2.14 --- 0.83 --- --- ---
JPMorgan Realty Income L URTLX 2.06 3.41 0.83 1.15 8.18 7.44
Vanguard REIT Index Investor VGSIX 2.50 5.15 1.13 4.15 9.50 8.63
Vanguard REIT Index Admiral VGSLX 2.52 5.23 1.15 4.27 9.65 8.78
Vanguard REIT Index Institutional VGSNX 2.52 5.25 1.18 4.29 9.68 8.81
Voya Real Estate R6 VREQX 1.98 4.31 0.86 1.64 8.09 ---
Virtus Duff & Phelps Real Estate Secs R6 VRREX 1.84 5.05 1.88 4.35 --- ---
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