Real Estate: Total Returns

Print
Data through 4/29/2016. 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 -1.80 2.33 6.67 4.32 6.88 9.09
Invesco Real Estate B AARBX -1.39 2.51 6.47 4.57 6.11 8.11
ASTON/Harrison Street Real Estate I AARIX -2.14 3.84 7.03 7.38 4.94 8.63
Alpine Realty Income & Growth A AIAGX -1.63 2.49 8.48 4.37 7.85 ---
Alpine Realty Income & Growth A LW AIAGX.LW -1.63 2.49 8.48 4.37 7.85 ---
Alpine Realty Income & Growth Instl AIGYX -1.61 2.59 8.53 4.62 8.12 9.92
American Century Real Estate R6 AREDX -2.25 2.41 5.79 4.82 --- ---
American Century Real Estate A AREEX -2.28 2.22 5.63 4.20 7.14 9.69
American Century Real Estate A LW AREEX.LW -2.28 2.22 5.63 4.20 7.14 9.69
American Century Real Estate R AREWX -2.29 2.15 5.57 3.92 6.88 9.41
ASTON/Harrison Street Real Estate N ARFCX -2.13 3.74 6.98 7.16 4.68 8.37
AR Capital Real Estate Income A ARIAX -0.72 2.23 5.98 3.26 --- ---
AR Capital Real Estate Income A LW ARIAX.LW -0.72 2.23 5.98 3.26 --- ---
AR Capital Real Estate Income C ARICX -0.54 2.14 6.01 2.75 --- ---
AR Capital Real Estate Income Adv ARIPX -0.72 2.23 5.99 3.28 --- ---
American Century Real Estate C ARYCX -2.35 1.98 5.44 3.41 6.34 8.88
BlackRock Real Estate Securities Inv A BAREX -1.60 2.19 8.00 4.99 8.27 ---
BlackRock Real Estate Securities In A LW BAREX.LW -1.60 2.19 8.00 4.99 8.27 ---
BlackRock Real Estate Securities Inv C BCREX -1.71 2.02 7.85 4.24 7.48 ---
BlackRock Real Estate Securities Instl BIREX -1.60 2.35 8.07 5.27 8.56 ---
Baron Real Estate Retail BREFX 0.57 -5.16 6.68 -12.31 5.82 11.47
Baron Real Estate Institutional BREIX 0.56 -5.10 6.70 -12.09 6.10 11.73
Baron Real Estate R6 BREUX 0.56 --- 6.70 --- --- ---
Brookfield US Listed Real Estate A BRUAX -0.56 2.11 9.31 -2.39 --- ---
Brookfield US Listed Real Estate A LW BRUAX.LW -0.56 2.11 9.31 -2.39 --- ---
Brookfield US Listed Real Estate C BRUCX -0.66 1.85 9.15 -2.78 --- ---
Brookfield US Listed Real Estate I BRUIX -0.57 2.17 9.43 -1.82 --- ---
Brookfield US Listed Real Estate Y BRUYX -0.57 2.27 9.41 -1.82 --- ---
JPMorgan Sec Cptl US Cor Rl Estt Secs A CEEAX -0.97 2.24 5.09 6.32 6.46 ---
JPMorgan Sec Cptl US Cor Rl Estt Se A LW CEEAX.LW -0.97 2.24 5.09 6.32 6.46 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs C CEECX -1.02 2.03 4.93 5.76 5.93 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs R5 CEEFX -0.96 2.35 5.19 6.78 6.95 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs R6 CEERX -0.91 2.36 5.20 6.83 7.00 ---
JPMorgan Sec Cptl US Cor Rl Estt SecsSel CEESX -0.96 2.32 5.16 6.55 6.74 ---
CGM Realty CGMRX -2.56 -8.92 1.99 -11.90 2.85 3.64
Cohen & Steers Real Estate Securities R CIRRX -1.28 2.67 6.27 7.77 --- ---
Voya Real Estate A CLARX -2.09 1.88 6.72 5.30 7.40 9.28
Voya Real Estate A Load Waived CLARX.LW -2.09 1.88 6.72 5.30 7.40 9.28
Commonwealth Real Estate Securities CNREX -0.07 2.22 10.03 -3.48 5.19 5.55
Voya Real Estate I CRARX -2.04 2.43 6.94 5.87 7.58 9.54
Voya Real Estate B CRBCX -2.11 1.68 6.53 4.57 6.58 8.46
Voya Real Estate C CRCRX -2.12 1.91 6.63 4.66 6.45 8.39
Columbia Real Estate Equity A CREAX -2.82 1.94 5.96 7.16 6.73 8.97
Columbia Real Estate Equity A LW CREAX.LW -2.82 1.94 5.96 7.16 6.73 8.97
Columbia Real Estate Equity B CREBX -2.87 1.69 5.83 6.35 5.94 8.15
Columbia Real Estate Equity C CRECX -2.88 1.69 5.77 6.36 5.92 8.15
Columbia Real Estate Equity Z CREEX -2.81 1.99 6.08 7.42 6.99 9.19
Columbia Real Estate Equity I CREIX -2.81 2.03 6.04 7.61 7.20 9.49
Columbia Real Estate Equity R4 CRERX -2.83 2.03 6.05 7.37 6.97 ---
Columbia Real Estate Equity W CREWX -2.82 1.94 5.95 7.16 6.73 8.96
Columbia Real Estate Equity K CRRFX -2.81 2.03 6.04 7.30 6.90 9.14
Columbia Real Estate Equity R5 CRRVX -2.82 2.03 6.06 7.53 7.13 9.36
Columbia Real Estate Equity R CRSRX -2.88 1.81 5.90 6.90 6.45 8.69
Voya Real Estate R CRWRX -2.09 1.79 6.63 5.06 7.14 ---
Cohen & Steers Real Estate Securities C CSCIX -1.39 2.42 6.02 7.12 9.40 10.23
Cohen & Steers Real Estate Securities I CSDIX -1.30 2.79 6.31 8.21 10.45 11.29
Cohen & Steers Real Estate Securities A CSEIX -1.35 2.64 6.17 7.89 10.12 10.94
Cohen & Steers Real Estate Securiti A LW CSEIX.LW -1.35 2.64 6.17 7.89 10.12 10.94
Cohen & Steers Instl Realty Shares CSRIX -1.80 1.41 5.19 5.67 8.27 9.42
Cohen & Steers Realty Shares CSRSX -1.80 1.27 5.07 5.36 8.04 9.24
Cohen & Steers Real Estate Securities Z CSZIX -1.28 2.80 6.40 8.26 --- ---
Dunham Real Estate Stock A DAREX -2.28 1.99 6.14 3.62 7.15 9.21
Dunham Real Estate Stock A Load Waived DAREX.LW -2.28 1.99 6.14 3.62 7.15 9.21
Dunham Real Estate Stock C DCREX -2.38 1.71 5.89 2.82 6.36 8.40
DFA Real Estate Securities I DFREX -2.15 3.58 7.20 6.71 7.78 10.04
Dunham Real Estate Stock N DNREX -2.29 2.05 6.23 3.89 7.45 9.51
Delaware REIT C DPRCX -2.68 1.23 5.28 3.70 6.03 8.47
Delaware REIT A DPREX -2.61 1.48 5.46 4.50 6.83 9.27
Delaware REIT A Load Waived DPREX.LW -2.61 1.48 5.46 4.50 6.83 9.27
Delaware REIT R DPRRX -2.61 1.49 5.39 4.32 6.57 9.01
Delaware REIT Instl DPRSX -2.53 1.61 5.58 4.79 7.09 9.57
Davis Real Estate B DREBX -1.34 3.25 7.11 2.76 5.88 7.47
Davis Real Estate C DRECX -1.29 3.32 7.19 3.01 6.11 7.74
Davis Real Estate Y DREYX -1.22 3.66 7.44 4.09 7.26 8.91
Eaton Vance Real Estate A EAREX -3.42 1.45 5.82 6.41 8.77 9.81
Eaton Vance Real Estate A Load Waived EAREX.LW -3.42 1.45 5.82 6.41 8.77 9.81
E.I.I. Realty Securities Investor EIIIX -1.66 3.05 6.77 4.79 --- ---
E.I.I. Realty Securities Institutional EIIRX -1.48 3.24 6.97 5.18 8.48 10.40
Eaton Vance Real Estate I EIREX -3.42 1.45 5.82 6.60 9.01 10.07
Nuveen Real Estate Securities I FARCX -2.38 1.91 5.92 5.59 7.60 9.79
Forward Real Estate Inv FFREX -1.29 2.67 9.28 3.10 6.70 8.55
Forward Real Estate Long/Short Inv FFSRX 1.50 4.07 10.95 0.52 5.02 ---
Fidelity Advisor® Real Estate A FHEAX -2.43 2.31 6.82 4.63 7.27 9.26
Fidelity Advisor® Real Estate A LW FHEAX.LW -2.43 2.31 6.82 4.63 7.27 9.26
Fidelity Advisor® Real Estate B FHEBX -2.55 2.05 6.60 3.75 6.42 8.41
Fidelity Advisor® Real Estate C FHECX -2.52 2.10 6.63 3.81 6.47 8.44
Fidelity Advisor® Real Estate I FHEIX -2.41 2.42 6.89 4.90 7.55 9.54
Fidelity Advisor® Real Estate T FHETX -2.47 2.23 6.74 4.39 7.03 9.00
First Investors Real Estate A FIRDX -2.41 3.63 6.92 4.99 --- ---
First Investors Real Estate A LW FIRDX.LW -2.41 3.63 6.92 4.99 --- ---
First Investors Real Estate Advisor FIRGX -2.30 3.79 7.08 5.46 --- ---
First Investors Real Estate Instl FIRHX -2.31 3.91 7.10 5.54 --- ---
Forward Real Estate Inst FPREX -1.28 2.75 9.37 3.50 7.09 8.98
Nuveen Real Estate Securities A FREAX -2.36 1.87 5.89 5.36 7.34 9.52
Nuveen Real Estate Securities A LW FREAX.LW -2.36 1.87 5.89 5.36 7.34 9.52
Fidelity® Series Real Estate Equity FREDX -2.42 2.38 6.83 4.91 7.65 ---
Franklin Real Estate Securities A FREEX -2.91 1.66 5.58 5.50 7.51 9.60
Franklin Real Estate Securities A LW FREEX.LW -2.91 1.66 5.58 5.50 7.51 9.60
Fidelity® Series Real Estate Equity F FREFX -2.42 2.41 6.86 5.04 7.82 ---
Nuveen Real Estate Securities R6 FREGX -2.33 2.03 5.99 5.80 --- ---
Fidelity® Real Estate Investment Port FRESX -2.68 2.86 6.34 8.82 8.34 10.40
Fidelity® Real Estate Income FRIFX 1.05 3.57 5.45 3.32 4.76 7.79
Fidelity Advisor® Real Estate Income A FRINX 0.96 3.47 5.35 3.05 4.51 7.54
Fidelity Advisor® Real Estate Incom A LW FRINX.LW 0.96 3.47 5.35 3.05 4.51 7.54
Fidelity Advisor® Real Estate Income C FRIOX 0.97 3.29 5.18 2.31 3.75 6.76
Fidelity Advisor® Real Estate Income T FRIQX 0.96 3.55 5.34 3.10 4.50 7.53
Fidelity Advisor® Real Estate Income I FRIRX 1.05 3.60 5.48 3.40 4.81 7.85
Franklin Real Estate Securities Adv FRLAX -2.89 1.74 5.63 5.78 7.80 9.89
Nuveen Real Estate Securities C FRLCX -2.47 1.58 5.65 4.54 6.53 8.70
Forward Real Estate Long/Short Advisor FRLSX 1.54 4.18 11.03 0.85 5.33 ---
Franklin Real Estate Securities C FRRSX -2.97 1.37 5.37 4.74 6.70 8.77
Nuveen Real Estate Securities R3 FRSSX -2.41 1.75 5.79 5.06 7.07 9.24
Fidelity Spartan® Real Estate Idx Inv FRXIX -2.54 1.90 6.20 5.93 7.74 ---
Franklin Real Estate Securities R6 FSERX -2.85 1.81 5.71 6.00 --- ---
Fidelity® Series Real Estate Income FSREX 1.39 2.94 4.40 3.07 4.81 ---
Fidelity Spartan® Real Estate Idx Instl FSRNX -2.54 1.99 6.22 6.09 7.90 ---
Fidelity Spartan® Real Estate Idx Advtg® FSRVX -2.54 1.99 6.29 6.14 7.88 ---
Fidelity® Series Real Estate Income F FSRWX 1.29 2.96 4.32 3.22 4.95 ---
Goldman Sachs Real Estate Securities A GREAX -2.69 2.33 6.12 6.07 7.48 9.66
Goldman Sachs Real Estate Securitie A LW GREAX.LW -2.69 2.33 6.12 6.07 7.48 9.66
Goldman Sachs Real Estate Securities C GRECX -2.78 2.03 5.86 5.23 6.65 8.84
Goldman Sachs Real Estate Securities Ins GREIX -2.66 2.46 6.18 6.47 7.89 10.10
Goldman Sachs Real Estate Securities R GRERX -2.70 2.25 6.06 5.83 7.20 9.41
Goldman Sachs Real Estate Securities Svc GRESX -2.74 2.24 6.06 5.96 7.35 9.54
Goldman Sachs Real Estate Securities IR GRETX -2.68 2.42 6.19 6.34 7.74 9.92
Goldman Sachs Real Estate Securities R6 GREUX -2.70 2.41 6.19 --- --- ---
Guggenheim Risk Managed Real Estt A GURAX -2.00 1.35 5.81 2.99 --- ---
Guggenheim Risk Managed Real Estt A LW GURAX.LW -2.00 1.35 5.81 2.99 --- ---
Guggenheim Risk Managed Real Estt C GURCX -2.08 1.10 5.64 2.22 --- ---
Guggenheim Risk Managed Real Estt Instl GURIX -2.01 1.38 5.83 3.27 --- ---
Guggenheim Risk Managed Real Estt P GURPX -2.02 1.36 5.83 --- --- ---
REMS Real Estate Value Opportunity P HLPPX 0.97 1.56 8.12 -0.81 5.46 9.08
REMS Real Estate Value Opportunity Instl HLRRX 0.99 1.58 8.19 -0.60 5.72 9.35
Invesco Real Estate A IARAX -1.31 2.78 6.70 5.39 6.91 8.93
Invesco Real Estate A Load Waived IARAX.LW -1.31 2.78 6.70 5.39 6.91 8.93
Invesco Real Estate C IARCX -1.40 2.52 6.50 4.58 6.10 8.11
Invesco Real Estate R6 IARFX -1.26 2.98 6.86 5.90 7.41 ---
Invesco Real Estate R5 IARIX -1.31 2.91 6.79 5.76 7.30 9.35
Invesco Real Estate R IARRX -1.35 2.67 6.63 5.09 6.64 8.66
Invesco Real Estate Y IARYX -1.26 2.88 6.81 5.66 7.19 9.21
VY® Clarion Real Estate A ICRPX -2.02 2.29 6.93 5.27 7.14 9.05
Voya Real Estate O IDROX -2.04 1.94 6.79 5.38 7.41 9.30
Ivy Real Estate Securities E IREEX -2.67 1.09 5.46 5.27 7.37 8.72
Ivy Real Estate Securities I IREIX -2.62 1.22 5.58 5.77 8.01 9.34
Voya Real Estate W IREWX -2.00 3.04 7.05 5.95 7.13 9.23
Ivy Real Estate Securities A IRSAX -2.67 1.10 5.47 5.28 7.49 8.78
Ivy Real Estate Securities A LW IRSAX.LW -2.67 1.10 5.47 5.28 7.49 8.78
Ivy Real Estate Securities B IRSBX -2.71 0.82 5.27 4.35 6.47 7.69
Ivy Real Estate Securities C IRSCX -2.75 0.81 5.25 4.52 6.71 7.99
Ivy Real Estate Securities R6 IRSEX -2.62 1.29 5.61 5.93 --- ---
Ivy Real Estate Securities R IRSRX -2.70 1.00 5.42 5.08 7.32 8.66
Ivy Real Estate Securities Y IRSYX -2.63 1.16 5.54 5.53 7.74 9.09
VY® Clarion Real Estate I IVRIX -2.01 2.46 7.05 5.90 7.78 9.70
VY® Clarion Real Estate S IVRSX -2.02 2.42 7.01 5.64 7.51 9.43
VY® Clarion Real Estate S2 IVRTX -2.03 2.35 6.97 5.47 7.36 9.27
JHFunds2 Real Estate Equity NAV JHAZX -2.07 1.71 6.29 5.45 8.71 9.77
JHFunds2 Real Estate Secs 1 JIREX -2.92 2.79 5.50 6.38 7.55 9.45
JPMorgan Realty Income R6 JPINX -2.16 1.50 6.09 --- --- ---
JPMorgan Realty Income R5 JRIRX -2.15 1.49 6.06 4.63 7.22 9.48
Johnson Realty JRLTX -2.16 3.38 7.23 7.20 7.16 9.08
Forward Real Estate A KREAX -1.30 2.62 9.22 3.02 6.64 8.56
Forward Real Estate A Load Waived KREAX.LW -1.30 2.62 9.22 3.02 6.64 8.56
Forward Real Estate C KRECX -1.36 2.39 9.07 2.41 6.05 7.90
Forward Real Estate Long/Short A KSRAX 1.53 4.07 10.95 0.48 4.96 8.21
Forward Real Estate Long/Short A LW KSRAX.LW 1.53 4.07 10.95 0.48 4.96 8.21
Forward Real Estate Long/Short B KSRBX 1.48 3.87 10.81 -0.09 4.38 7.57
Forward Real Estate Long/Short C KSRCX 1.49 3.86 10.79 -0.09 4.38 7.56
Forward Real Estate Long/Short Instl KSRYX 1.57 4.20 11.05 0.88 5.39 8.63
Lazard US Realty Equity Instl LREIX -1.89 1.64 7.37 5.44 7.04 ---
Lazard US Realty Equity Open LREOX -1.93 1.53 7.29 5.13 6.76 9.93
Lazard US Realty Income Instl LRIIX 0.70 3.14 9.94 -7.29 0.33 ---
Lazard US Realty Income Open LRIOX 0.70 2.93 9.73 -7.56 0.09 6.22
Manning & Napier Real Estate S MNREX -1.49 2.97 6.43 5.66 8.33 10.41
Manning & Napier Real Estate I MNRIX -1.45 3.03 6.40 5.92 8.59 ---
AMG Managers Real Estate Securities MRESX -2.68 2.33 6.63 6.86 8.81 10.11
Morgan Stanley Inst US Real Estate L MSULX -2.68 2.63 7.25 4.06 7.42 ---
Morgan Stanley Inst US Real Estate C MSURX -2.63 2.64 7.27 --- --- ---
Morgan Stanley Inst US Real Estate I MSUSX -2.63 2.93 7.51 4.90 8.31 9.22
Morgan Stanley Inst US Real Estate IS MURSX -2.56 3.01 7.59 5.04 --- ---
Morgan Stanley Inst US Real Estate A MUSDX -2.61 2.87 7.50 4.65 7.99 8.91
Morgan Stanley Inst US Real Estate A LW MUSDX.LW -2.61 2.87 7.50 4.65 7.99 8.91
Great-West Real Estate Index Initial MXREX -2.59 1.80 6.07 5.47 7.19 ---
Great-West Real Estate Index Instl MXSFX -2.54 1.94 6.18 --- --- ---
Neuberger Berman Real Estate Tr NBRFX -2.49 2.12 6.02 5.57 5.92 8.18
Neuberger Berman Real Estate I NBRIX -2.42 2.16 6.05 5.75 6.13 8.37
Natixis AEW Real Estate C NRCFX -2.68 1.93 6.59 5.41 6.79 8.92
Neuberger Berman Real Estate A NREAX -2.49 2.00 5.90 5.29 5.74 7.98
Neuberger Berman Real Estate A LW NREAX.LW -2.49 2.00 5.90 5.29 5.74 7.98
Neuberger Berman Real Estate C NRECX -2.56 1.82 5.78 4.58 4.96 7.17
Neuberger Berman Real Estate R3 NRERX -2.50 1.95 5.93 5.12 5.49 7.72
Natixis AEW Real Estate A NRFAX -2.56 2.24 6.86 6.30 7.62 9.74
Natixis AEW Real Estate A Load Waived NRFAX.LW -2.56 2.24 6.86 6.30 7.62 9.74
Natixis AEW Real Estate N NRFNX -2.55 2.28 6.90 6.67 --- ---
Natixis AEW Real Estate Y NRFYX -2.60 2.24 6.87 6.51 7.86 10.01
Neuberger Berman Real Estate R6 NRREX -2.49 2.11 6.00 5.83 6.19 ---
Oppenheimer Real Estate A OREAX -2.27 2.16 6.15 4.20 7.89 9.34
Oppenheimer Real Estate A Load Waived OREAX.LW -2.27 2.16 6.15 4.20 7.89 9.34
Oppenheimer Real Estate B OREBX -2.32 1.91 5.93 3.39 7.07 8.52
Oppenheimer Real Estate C ORECX -2.32 1.90 5.93 3.42 7.07 8.52
Oppenheimer Real Estate I OREIX -2.21 2.32 6.27 4.68 8.37 ---
Oppenheimer Real Estate R ORENX -2.28 2.08 6.08 3.95 7.61 9.06
Oppenheimer Real Estate Y OREYX -2.25 2.27 6.22 4.46 8.14 9.65
T. Rowe Price Real Estate Advisor PAREX -2.05 1.79 6.19 5.37 8.53 9.63
Pioneer Real Estate C PCREX -2.63 2.20 6.94 5.39 6.70 8.60
PIMCO Real Estate Real Return Strategy A PETAX -2.20 3.50 7.74 4.78 3.98 11.88
PIMCO Real Estate Real Return Strat A LW PETAX.LW -2.20 3.50 7.74 4.78 3.98 11.88
PIMCO Real Estate Real Return Strategy C PETCX -2.35 3.15 7.43 3.93 3.20 11.04
PIMCO Real Estate Real Return Strategy D PETDX -2.19 3.48 7.69 4.75 4.01 11.89
PIMCO Real Estate Real Return Strategy P PETPX -2.17 3.64 7.87 5.17 4.29 12.23
Virtus Real Estate Securities A PHRAX -2.19 2.46 7.34 4.90 7.39 9.30
Virtus Real Estate Securities A LW PHRAX.LW -2.19 2.46 7.34 4.90 7.39 9.30
Virtus Real Estate Securities B PHRBX -2.26 2.22 7.14 4.10 6.58 8.48
Virtus Real Estate Securities C PHRCX -2.25 2.23 7.14 4.11 6.58 8.49
Phocas Real Estate PHREX -1.55 1.86 7.22 2.15 8.16 9.98
Virtus Real Estate Securities I PHRIX -2.14 2.56 7.41 5.18 7.66 9.58
Principal Real Estate Securities Inst PIREX -2.32 2.41 6.62 6.11 9.26 10.84
Principal Real Estate Securities P PIRPX -2.34 2.40 6.61 6.03 9.18 10.72
Prudential US Real Estate A PJEAX -3.04 0.49 4.20 2.06 6.04 8.02
Prudential US Real Estate A Load Waived PJEAX.LW -3.04 0.49 4.20 2.06 6.04 8.02
Prudential US Real Estate B PJEBX -3.12 0.22 4.05 1.33 5.27 7.22
Prudential US Real Estate C PJECX -3.05 0.30 4.06 1.33 5.26 7.21
Prudential US Real Estate Z PJEZX -3.04 0.56 4.35 2.41 6.34 8.30
Principal Real Estate Securities R1 PRAEX -2.42 2.14 6.44 5.26 8.37 9.92
Principal Real Estate Securities C PRCEX -2.43 1.97 6.32 4.84 7.95 9.47
Principal Real Estate Securities J PREJX -2.36 2.32 6.59 5.85 8.90 10.42
Principal Real Estate Securities R2 PRENX -2.42 2.16 6.46 5.39 8.51 10.06
Principal Real Estate Securities R5 PREPX -2.35 2.35 6.59 5.92 9.05 10.61
Principal Real Estate Securities R3 PRERX -2.42 2.20 6.50 5.55 8.71 10.26
Principal Real Estate Securities R4 PRETX -2.38 2.28 6.54 5.77 8.91 10.47
Principal Real Estate Securities A PRRAX -2.38 2.27 6.52 5.66 8.81 10.35
Principal Real Estate Securities A LW PRRAX.LW -2.38 2.27 6.52 5.66 8.81 10.35
PIMCO Real Estate Real Return Strategy I PRRSX -2.13 3.71 7.86 5.42 4.42 12.32
Pioneer Real Estate A PWREX -2.55 2.46 7.13 6.27 7.60 9.52
Pioneer Real Estate A Load Waived PWREX.LW -2.55 2.46 7.13 6.27 7.60 9.52
Pioneer Real Estate Y PYREX -2.51 2.62 7.26 6.68 8.06 10.03
Altegris/AACA Real Estate Long Short A RAAAX 1.48 0.78 7.57 -3.36 --- ---
Altegris/AACA Real Estate Long Shor A LW RAAAX.LW 1.48 0.78 7.57 -3.36 --- ---
Altegris/AACA Real Estate Long Short I RAAIX 1.48 0.78 7.66 -3.16 --- 10.60
Altegris/AACA Real Estate Long Short N RAANX 1.39 0.69 7.58 -3.45 --- ---
American Century Real Estate Inv REACX -2.25 2.31 5.72 4.46 7.41 9.97
American Century Real Estate Instl REAIX -2.25 2.38 5.75 4.66 7.63 10.19
Deutsche Real Estate Secs Inc A REFAX 0.10 6.55 8.59 2.51 --- ---
Deutsche Real Estate Secs Inc A LW REFAX.LW 0.10 6.55 8.59 2.51 --- ---
Deutsche Real Estate Secs Inc C REFCX 0.10 6.34 8.37 1.73 --- ---
Deutsche Real Estate Secs Inc Instl REFIX 0.10 6.62 8.53 2.67 --- ---
Deutsche Real Estate Secs Inc S REFSX 0.10 6.58 8.50 2.56 --- ---
Deutsche Real Estate Securities Inc R6 REFZX 0.10 6.62 8.53 2.67 --- ---
West Loop Realty A REIAX -1.92 3.36 7.89 6.28 --- ---
West Loop Realty A Load Waived REIAX.LW -1.92 3.36 7.89 6.28 --- ---
West Loop Realty C REICX -2.00 3.12 7.66 5.47 --- ---
West Loop Realty Instl REIIX -1.92 3.41 7.94 6.52 --- ---
Invesco Real Estate Investor REINX -1.31 2.79 6.66 5.36 6.90 8.92
Davis Real Estate A RPFRX -1.25 3.61 7.40 3.91 7.03 8.67
Davis Real Estate A Load Waived RPFRX.LW -1.25 3.61 7.40 3.91 7.03 8.67
REMS Real Estate Income 50/50 Platform RREFX 1.32 4.60 7.85 5.93 6.39 8.82
REMS Real Estate Income 50/50 Instl RREIX 1.25 4.65 7.84 6.13 6.67 9.14
Deutsche Real Estate Securities A RRRAX -2.95 2.68 5.36 6.11 7.31 9.21
Deutsche Real Estate Securities A LW RRRAX.LW -2.95 2.68 5.36 6.11 7.31 9.21
Deutsche Real Estate Securities C RRRCX -3.01 2.43 5.23 5.39 6.57 8.45
Deutsche Real Estate Securities S RRREX -2.94 2.79 5.46 6.41 7.58 9.48
Deutsche Real Estate Securities Instl RRRRX -2.96 2.77 5.46 6.47 7.68 9.59
Deutsche Real Estate Securities R RRRSX -3.00 2.54 5.32 5.75 6.97 8.88
Deutsche Real Estate Securities R6 RRRZX -2.91 2.84 5.53 6.60 --- ---
Rydex Real Estate C RYCRX -0.54 3.40 8.19 -0.38 2.57 5.22
Rydex Real Estate H RYHRX -0.46 3.69 8.42 0.39 3.34 6.02
Rydex Real Estate A RYREX -0.49 3.65 8.40 0.41 3.36 6.04
Rydex Real Estate A Load Waived RYREX.LW -0.49 3.65 8.40 0.41 3.36 6.04
Spirit of America Real Estate Inc & Gr C SACRX -2.14 --- --- --- --- ---
SA Real Estate Securities SAREX -2.19 3.34 7.12 6.02 6.84 9.12
SEI Real Estate I (SIMT) SEIRX -2.22 2.21 6.46 5.70 7.59 8.94
SEI Real Estate A (SIMT) SETAX -2.16 2.32 6.51 6.03 7.84 9.19
Spirit of America Real Estate Inc & Gr A SOAAX -2.05 0.85 5.69 -1.82 5.84 6.63
Spirit of America Real Estate Inc & A LW SOAAX.LW -2.05 0.85 5.69 -1.82 5.84 6.63
SEI Real Estate Y (SIMT) SREYX -2.22 2.32 6.57 6.19 --- ---
SSgA Clarion Real Estate N SSREX -2.62 1.32 6.43 5.42 7.93 9.66
SSgA Clarion Real Estate A SSRVX -2.64 1.24 6.36 5.19 --- ---
SSgA Clarion Real Estate A Load Waived SSRVX.LW -2.64 1.24 6.36 5.19 --- ---
SSgA Clarion Real Estate C SSRWX -2.71 1.00 6.17 4.41 --- ---
SSgA Clarion Real Estate I SSRYX -2.62 1.33 6.44 5.47 --- ---
SSgA Clarion Real Estate K SSRZX -2.61 1.39 6.49 5.67 --- ---
Sterling Capital Stratton Rl Estt Instl STMDX -2.40 2.97 6.19 4.68 7.24 9.53
Sterling Capital Stratton Rl Estt A STMMX -2.42 2.89 6.13 --- --- ---
Sterling Capital Stratton Rl Estt A LW STMMX.LW -2.42 2.89 6.13 --- --- ---
Sterling Capital Stratton Rl Estt C STMOX -2.48 2.64 5.94 --- --- ---
TIAA-CREF Real Estate Sec Retail TCREX -1.83 1.81 6.64 4.74 7.58 9.33
TIAA-CREF Real Estate Sec Instl TIREX -1.76 1.94 6.74 5.10 7.93 9.70
TIAA-CREF Real Estate Sec Advisor TIRHX -1.82 1.83 6.70 --- --- ---
T. Rowe Price Real Estate I TIRRX -2.04 1.88 6.25 --- --- ---
T. Rowe Price Real Estate TRREX -2.04 1.81 6.21 5.55 8.76 9.88
TIAA-CREF Real Estate Sec Premier TRRPX -1.82 1.84 6.63 4.88 7.76 9.51
TIAA-CREF Real Estate Sec Retire TRRSX -1.82 1.81 6.64 4.79 7.65 9.42
JPMorgan Realty Income A URTAX -2.18 1.28 5.98 4.16 6.74 8.97
JPMorgan Realty Income A Load Waived URTAX.LW -2.18 1.28 5.98 4.16 6.74 8.97
JPMorgan Realty Income C URTCX -2.24 1.16 5.82 3.60 6.21 8.43
JPMorgan Realty Income Instl URTLX -2.16 1.42 6.01 4.51 7.13 9.41
Vanguard REIT Index Inv VGSIX -2.06 3.68 7.29 5.86 7.38 9.83
Vanguard REIT Index Adm VGSLX -2.05 3.71 7.31 6.01 7.53 9.98
Vanguard REIT Index I VGSNX -2.02 3.72 7.34 6.03 7.55 10.01
Voya Real Estate R6 VREQX -1.98 2.49 6.95 5.98 --- ---
Virtus Real Estate Securities R6 VRREX -2.11 2.63 7.49 5.37 --- ---
Content Partners