Real Estate: Total Returns

Print
Data through 5/23/2016. 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 0.05 2.50 8.50 5.07 6.76 9.71
Invesco Real Estate B AARBX -0.43 2.34 9.01 5.15 5.71 8.71
ASTON/Harrison Street Real Estate I AARIX 0.38 4.15 8.76 8.31 4.67 9.19
Alpine Realty Income & Growth A AIAGX -0.09 2.44 10.48 5.13 7.51 ---
Alpine Realty Income & Growth A LW AIAGX.LW -0.09 2.44 10.48 5.13 7.51 ---
Alpine Realty Income & Growth Instl AIGYX -0.09 2.55 10.52 5.38 7.76 10.42
American Century Real Estate R6 AREDX 0.59 3.09 8.52 6.04 --- ---
American Century Real Estate A AREEX 0.56 2.86 8.37 5.41 7.06 10.42
American Century Real Estate A LW AREEX.LW 0.56 2.86 8.37 5.41 7.06 10.42
American Century Real Estate R AREWX 0.53 2.75 8.32 5.14 6.78 10.15
ASTON/Harrison Street Real Estate N ARFCX 0.38 4.05 8.70 8.00 4.41 8.92
AR Capital Real Estate Income A ARIAX 1.14 3.49 8.58 4.91 --- ---
AR Capital Real Estate Income A LW ARIAX.LW 1.14 3.49 8.58 4.91 --- ---
AR Capital Real Estate Income C ARICX 1.05 3.31 8.52 4.39 --- ---
AR Capital Real Estate Income Adv ARIPX 1.14 3.39 8.38 4.83 --- ---
American Century Real Estate C ARYCX 0.50 2.56 8.18 4.64 6.25 9.59
BlackRock Real Estate Securities Inv A BAREX 0.00 2.19 9.77 5.48 7.95 ---
BlackRock Real Estate Securities In A LW BAREX.LW 0.00 2.19 9.77 5.48 7.95 ---
BlackRock Real Estate Securities Inv C BCREX -0.08 1.94 9.55 4.73 7.17 ---
BlackRock Real Estate Securities Instl BIREX 0.00 2.35 9.74 5.76 8.24 ---
Baron Real Estate Retail BREFX -0.95 -5.32 11.90 -13.14 4.75 12.27
Baron Real Estate Institutional BREIX -0.90 -5.22 11.95 -12.94 5.03 12.54
Baron Real Estate R6 BREUX -0.94 --- 11.95 --- --- ---
Brookfield US Listed Real Estate A BRUAX -0.47 1.53 11.08 -2.11 --- ---
Brookfield US Listed Real Estate A LW BRUAX.LW -0.47 1.53 11.08 -2.11 --- ---
Brookfield US Listed Real Estate C BRUCX -0.57 1.18 10.93 -2.50 --- ---
Brookfield US Listed Real Estate I BRUIX -0.48 1.59 11.21 -1.62 --- ---
Brookfield US Listed Real Estate Y BRUYX -0.47 1.69 11.18 -1.53 --- ---
JPMorgan Sec Cptl US Cor Rl Estt Secs A CEEAX -0.32 2.02 6.31 6.26 6.14 ---
JPMorgan Sec Cptl US Cor Rl Estt Se A LW CEEAX.LW -0.32 2.02 6.31 6.26 6.14 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs C CEECX -0.33 1.81 6.22 5.76 5.62 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs R5 CEEFX -0.27 2.19 6.47 6.78 6.63 ---
JPMorgan Sec Cptl US Cor Rl Estt Secs R6 CEERX -0.22 2.20 6.48 6.83 6.70 ---
JPMorgan Sec Cptl US Cor Rl Estt SecsSel CEESX -0.27 2.10 6.38 6.50 6.40 ---
CGM Realty CGMRX -1.59 -8.75 9.24 -13.14 2.78 4.35
Cohen & Steers Real Estate Securities R CIRRX 0.20 3.02 9.13 8.64 --- ---
Voya Real Estate A CLARX -0.57 1.67 8.04 6.00 7.15 9.84
Voya Real Estate A Load Waived CLARX.LW -0.57 1.67 8.04 6.00 7.15 9.84
Commonwealth Real Estate Securities CNREX -0.84 1.43 9.60 -4.22 4.36 6.09
Voya Real Estate I CRARX -0.48 2.28 8.23 6.52 7.34 10.11
Voya Real Estate B CRBCX -0.57 1.42 7.85 5.25 6.33 9.01
Voya Real Estate C CRCRX -0.60 1.66 7.89 5.32 6.22 8.94
Columbia Real Estate Equity A CREAX 0.26 2.53 7.67 7.99 6.78 9.83
Columbia Real Estate Equity A LW CREAX.LW 0.26 2.53 7.67 7.99 6.78 9.83
Columbia Real Estate Equity B CREBX 0.13 2.21 7.47 7.17 5.99 9.00
Columbia Real Estate Equity C CRECX 0.19 2.22 7.49 7.18 5.97 9.00
Columbia Real Estate Equity Z CREEX 0.32 2.65 7.78 8.31 7.07 10.06
Columbia Real Estate Equity I CREIX 0.26 2.69 7.74 8.44 7.27 10.36
Columbia Real Estate Equity R4 CRERX 0.25 2.68 7.73 8.25 7.04 ---
Columbia Real Estate Equity W CREWX 0.19 2.53 7.66 7.98 6.78 9.82
Columbia Real Estate Equity K CRRFX 0.26 2.62 7.68 8.13 6.96 10.00
Columbia Real Estate Equity R5 CRRVX 0.26 2.69 7.77 8.43 7.20 10.23
Columbia Real Estate Equity R CRSRX 0.19 2.40 7.61 7.72 6.52 9.55
Voya Real Estate R CRWRX -0.52 1.57 8.03 5.76 6.91 ---
Cohen & Steers Real Estate Securities C CSCIX 0.15 2.74 8.94 8.01 9.26 10.86
Cohen & Steers Real Estate Securities I CSDIX 0.20 3.14 9.24 9.08 10.27 11.93
Cohen & Steers Real Estate Securities A CSEIX 0.21 3.00 9.16 8.73 9.97 11.57
Cohen & Steers Real Estate Securiti A LW CSEIX.LW 0.21 3.00 9.16 8.73 9.97 11.57
Cohen & Steers Instl Realty Shares CSRIX 0.04 1.56 8.51 6.28 8.08 10.02
Cohen & Steers Realty Shares CSRSX 0.01 1.39 8.43 5.91 7.84 9.83
Cohen & Steers Real Estate Securities Z CSZIX 0.20 3.15 9.25 9.14 --- ---
Dunham Real Estate Stock A DAREX 1.06 2.95 8.10 5.43 7.39 9.98
Dunham Real Estate Stock A Load Waived DAREX.LW 1.06 2.95 8.10 5.43 7.39 9.98
Dunham Real Estate Stock C DCREX 0.93 2.59 7.87 4.57 6.59 9.16
DFA Real Estate Securities I DFREX 0.18 3.88 8.87 7.77 7.68 10.76
Dunham Real Estate Stock N DNREX 1.06 3.02 8.20 5.65 7.67 10.26
Delaware REIT C DPRCX 0.00 1.37 6.78 4.66 5.91 9.11
Delaware REIT A DPREX 0.00 1.63 6.87 5.39 6.69 9.92
Delaware REIT A Load Waived DPREX.LW 0.00 1.63 6.87 5.39 6.69 9.92
Delaware REIT R DPRRX 0.07 1.64 6.88 5.22 6.43 9.65
Delaware REIT Instl DPRSX 0.07 1.75 6.99 5.69 6.97 10.19
Davis Real Estate B DREBX 0.95 4.29 9.18 4.91 6.15 8.15
Davis Real Estate C DRECX 1.00 4.37 9.23 5.17 6.39 8.41
Davis Real Estate Y DREYX 1.09 4.82 9.54 6.30 7.54 9.59
Eaton Vance Real Estate A EAREX -0.72 1.30 6.72 6.88 8.40 10.36
Eaton Vance Real Estate A Load Waived EAREX.LW -0.72 1.30 6.72 6.88 8.40 10.36
E.I.I. Realty Securities Investor EIIIX -1.06 2.17 8.30 4.74 --- ---
E.I.I. Realty Securities Institutional EIIRX -0.85 2.36 8.51 5.12 7.79 10.81
Eaton Vance Real Estate I EIREX -0.72 1.38 6.79 7.15 8.67 10.64
Nuveen Real Estate Securities I FARCX 0.43 2.57 8.27 7.03 7.59 10.55
Fidelity® SAI Real Estate Index FESIX -0.19 --- 8.17 --- --- ---
Salient Real Estate Inv FFREX -1.03 1.47 9.65 2.66 6.07 8.99
Salient Tactical Real Estate Inv FFSRX -0.54 2.86 11.79 0.09 4.48 8.48
Fidelity Advisor® Real Estate A FHEAX 0.13 2.62 8.63 5.85 7.06 10.03
Fidelity Advisor® Real Estate A LW FHEAX.LW 0.13 2.62 8.63 5.85 7.06 10.03
Fidelity Advisor® Real Estate B FHEBX 0.04 2.32 8.45 4.99 6.22 9.18
Fidelity Advisor® Real Estate C FHECX 0.04 2.32 8.43 5.00 6.26 9.21
Fidelity Advisor® Real Estate I FHEIX 0.13 2.73 8.70 6.12 7.34 10.31
Fidelity Advisor® Real Estate T FHETX 0.09 2.50 8.55 5.57 6.81 9.77
First Investors Real Estate A FIRDX -0.41 3.74 8.22 5.89 --- ---
First Investors Real Estate A LW FIRDX.LW -0.41 3.74 8.22 5.89 --- ---
First Investors Real Estate Advisor FIRGX -0.41 3.89 8.37 6.25 --- ---
First Investors Real Estate Instl FIRHX -0.41 4.02 8.28 6.33 --- ---
Salient Real Estate Inst FPREX -0.98 1.59 9.68 3.07 6.47 9.42
Nuveen Real Estate Securities A FREAX 0.39 2.49 8.22 6.77 7.32 10.27
Nuveen Real Estate Securities A LW FREAX.LW 0.39 2.49 8.22 6.77 7.32 10.27
Fidelity® Series Real Estate Equity FREDX 0.15 2.67 8.66 6.10 7.44 ---
Franklin Real Estate Securities A FREEX 0.22 2.16 7.70 6.89 7.44 10.29
Franklin Real Estate Securities A LW FREEX.LW 0.22 2.16 7.70 6.89 7.44 10.29
Fidelity® Series Real Estate Equity F FREFX 0.15 2.78 8.77 6.31 7.63 ---
Nuveen Real Estate Securities R6 FREGX 0.38 2.65 8.28 7.20 7.75 ---
Fidelity® Real Estate Investment Port FRESX 0.29 3.52 8.58 9.93 8.39 11.18
Fidelity® Real Estate Income FRIFX 1.65 4.82 7.21 4.83 5.06 8.13
Fidelity Advisor® Real Estate Income A FRINX 1.65 4.72 7.12 4.65 4.84 7.90
Fidelity Advisor® Real Estate Incom A LW FRINX.LW 1.65 4.72 7.12 4.65 4.84 7.90
Fidelity Advisor® Real Estate Income C FRIOX 1.58 4.46 6.97 3.91 4.06 7.10
Fidelity Advisor® Real Estate Income T FRIQX 1.57 4.72 7.01 4.52 4.78 7.87
Fidelity Advisor® Real Estate Income I FRIRX 1.65 4.85 7.24 4.92 5.11 8.19
Franklin Real Estate Securities Adv FRLAX 0.26 2.27 7.77 7.16 7.72 10.58
Nuveen Real Estate Securities C FRLCX 0.31 2.17 7.99 5.93 6.52 9.45
Salient Tactical Real Estate Advisor FRLSX -0.52 2.99 11.88 0.41 4.80 8.88
Franklin Real Estate Securities C FRRSX 0.18 1.84 7.51 6.12 6.63 9.47
Nuveen Real Estate Securities R3 FRSSX 0.34 2.36 8.09 6.45 7.04 9.99
Fidelity Spartan® Real Estate Idx Inv FRXIX -0.26 2.03 8.21 6.64 7.60 ---
Franklin Real Estate Securities R6 FSERX 0.26 2.35 7.86 7.38 7.94 ---
Fidelity® Series Real Estate Income FSREX 1.19 3.78 5.76 4.10 5.01 ---
Fidelity Spartan® Real Estate Idx Instl FSRNX -0.26 2.13 8.23 6.80 7.76 ---
Fidelity Spartan® Real Estate Idx Advtg® FSRVX -0.19 2.12 8.30 6.78 7.77 ---
Fidelity® Series Real Estate Income F FSRWX 1.28 3.90 5.87 4.35 5.18 ---
Goldman Sachs Real Estate Securities A GREAX -0.45 2.12 7.73 6.13 7.20 10.24
Goldman Sachs Real Estate Securitie A LW GREAX.LW -0.45 2.12 7.73 6.13 7.20 10.24
Goldman Sachs Real Estate Securities C GRECX -0.52 1.81 7.52 5.35 6.41 9.42
Goldman Sachs Real Estate Securities Ins GREIX -0.39 2.31 7.82 6.58 7.63 10.69
Goldman Sachs Real Estate Securities R GRERX -0.45 2.04 7.68 5.89 6.94 9.99
Goldman Sachs Real Estate Securities Svc GRESX -0.40 2.09 7.72 6.07 7.11 10.14
Goldman Sachs Real Estate Securities IR GRETX -0.40 2.26 7.80 6.45 7.48 10.53
Goldman Sachs Real Estate Securities R6 GREUX -0.39 2.31 7.87 --- --- ---
Guggenheim Risk Managed Real Estt A GURAX 1.92 3.07 9.17 4.84 --- ---
Guggenheim Risk Managed Real Estt A LW GURAX.LW 1.92 3.07 9.17 4.84 --- ---
Guggenheim Risk Managed Real Estt C GURCX 1.86 2.78 8.97 4.09 --- ---
Guggenheim Risk Managed Real Estt Instl GURIX 1.94 3.16 9.24 5.15 --- ---
Guggenheim Risk Managed Real Estt P GURPX 1.95 3.11 9.17 4.88 --- ---
REMS Real Estate Value Opportunity P HLPPX -0.47 1.50 10.96 -0.09 4.92 10.04
REMS Real Estate Value Opportunity Instl HLRRX -0.50 1.52 10.93 0.12 5.16 10.31
Invesco Real Estate A IARAX -0.38 2.60 9.19 5.90 6.49 9.52
Invesco Real Estate A Load Waived IARAX.LW -0.38 2.60 9.19 5.90 6.49 9.52
Invesco Real Estate C IARCX -0.43 2.35 9.00 5.13 5.72 8.71
Invesco Real Estate R6 IARFX -0.34 2.85 9.31 6.41 6.99 ---
Invesco Real Estate R5 IARIX -0.34 2.78 9.28 6.31 6.89 9.95
Invesco Real Estate R IARRX -0.38 2.54 9.16 5.68 6.24 9.26
Invesco Real Estate Y IARYX -0.38 2.71 9.25 6.17 6.76 9.80
VY® Clarion Real Estate A ICRPX -0.54 2.05 8.11 5.91 6.87 9.60
Voya Real Estate O IDROX -0.52 1.73 8.12 6.07 7.16 9.85
Ivy Real Estate Securities E IREEX 0.29 1.60 8.05 6.29 7.25 9.50
Ivy Real Estate Securities I IREIX 0.36 1.81 8.19 6.83 7.90 10.14
Voya Real Estate W IREWX -0.51 2.82 8.15 6.49 6.86 9.79
Ivy Real Estate Securities A IRSAX 0.32 1.64 8.10 6.34 7.39 9.58
Ivy Real Estate Securities A LW IRSAX.LW 0.32 1.64 8.10 6.34 7.39 9.58
Ivy Real Estate Securities B IRSBX 0.22 1.27 7.85 5.39 6.37 8.47
Ivy Real Estate Securities C IRSCX 0.26 1.33 7.91 5.59 6.62 8.79
Ivy Real Estate Securities R6 IRSEX 0.36 1.87 8.22 6.99 --- ---
Ivy Real Estate Securities R IRSRX 0.32 1.55 8.04 6.18 7.22 9.46
Ivy Real Estate Securities Y IRSYX 0.32 1.71 8.12 6.56 7.63 9.88
VY® Clarion Real Estate I IVRIX -0.49 2.30 8.27 6.57 7.53 10.26
VY® Clarion Real Estate S IVRSX -0.49 2.22 8.21 6.32 7.26 9.99
VY® Clarion Real Estate S2 IVRTX -0.52 2.12 8.14 6.12 7.09 9.82
JHFunds2 Real Estate Equity NAV JHAZX -1.14 0.99 6.53 5.40 8.15 10.12
JHFunds2 Real Estate Secs 1 JIREX 0.81 3.70 7.35 8.06 7.61 10.28
JPMorgan Realty Income R6 JPINX -0.44 1.35 7.95 --- --- ---
JPMorgan Realty Income R5 JRIRX -0.44 1.34 8.00 4.85 6.95 10.07
Johnson Realty JRLTX -0.52 3.17 8.82 7.47 6.95 9.62
Salient Real Estate A KREAX -1.04 1.41 9.50 2.57 6.03 9.00
Salient Real Estate A Load Waived KREAX.LW -1.04 1.41 9.50 2.57 6.03 9.00
Salient Real Estate C KRECX -1.04 1.19 9.43 2.03 5.43 8.35
Salient Tactical Real Estate A KSRAX -0.54 2.84 11.80 0.03 4.42 8.47
Salient Tactical Real Estate A LW KSRAX.LW -0.54 2.84 11.80 0.03 4.42 8.47
Salient Tactical Real Estate B KSRBX -0.60 2.60 11.62 -0.52 3.84 7.82
Salient Tactical Real Estate C KSRCX -0.57 2.62 11.65 -0.49 3.85 7.82
Salient Tactical Real Estate Instl KSRYX -0.49 3.01 11.91 0.44 4.84 8.89
Lazard US Realty Equity Instl LREIX 0.00 1.90 9.91 5.87 7.00 ---
Lazard US Realty Equity Open LREOX -0.05 1.79 9.82 5.56 6.70 10.55
Lazard US Realty Income Instl LRIIX -0.98 1.42 9.59 -7.28 -0.16 ---
Lazard US Realty Income Open LRIOX -0.98 1.21 9.54 -7.56 -0.44 6.04
Manning & Napier Real Estate S MNREX 0.62 3.46 9.09 6.44 8.25 11.24
Manning & Napier Real Estate I MNRIX 0.67 3.58 9.14 6.72 8.55 ---
AMG Managers Real Estate Securities MRESX 0.17 2.77 8.48 7.85 8.71 10.83
Morgan Stanley Inst US Real Estate L MSULX -1.28 1.71 6.74 3.80 6.86 ---
Morgan Stanley Inst US Real Estate C MSURX -1.29 1.66 6.70 3.56 --- ---
Morgan Stanley Inst US Real Estate I MSUSX -1.20 2.09 7.00 4.75 7.77 9.65
Morgan Stanley Inst US Real Estate IS MURSX -1.20 2.11 6.96 4.79 --- ---
Morgan Stanley Inst US Real Estate A MUSDX -1.23 1.95 6.92 4.45 7.42 9.34
Morgan Stanley Inst US Real Estate A LW MUSDX.LW -1.23 1.95 6.92 4.45 7.42 9.34
Great-West Real Estate Index Initial MXREX -0.40 1.80 7.91 6.15 7.04 ---
Great-West Real Estate Index Instl MXSFX -0.30 2.04 8.13 6.55 --- ---
Neuberger Berman Real Estate Tr NBRFX 0.07 2.41 8.44 6.67 6.00 8.81
Neuberger Berman Real Estate I NBRIX 0.07 2.45 8.46 6.85 6.19 9.01
Natixis AEW Real Estate C NRCFX -0.18 2.05 7.94 6.03 6.52 9.51
Neuberger Berman Real Estate A NREAX 0.07 2.37 8.39 6.47 5.81 8.63
Neuberger Berman Real Estate A LW NREAX.LW 0.07 2.37 8.39 6.47 5.81 8.63
Neuberger Berman Real Estate C NRECX -0.07 2.03 8.20 5.67 5.01 7.80
Neuberger Berman Real Estate R3 NRERX 0.07 2.24 8.34 6.22 5.57 8.35
Natixis AEW Real Estate A NRFAX -0.12 2.36 8.14 6.87 7.33 10.32
Natixis AEW Real Estate A Load Waived NRFAX.LW -0.12 2.36 8.14 6.87 7.33 10.32
Natixis AEW Real Estate N NRFNX -0.06 2.48 8.26 7.28 7.73 ---
Natixis AEW Real Estate Y NRFYX -0.06 2.44 8.23 7.12 7.61 10.61
Neuberger Berman Real Estate R6 NRREX 0.07 2.47 8.56 6.94 6.29 ---
Oppenheimer Real Estate A OREAX 1.07 3.10 8.06 5.93 8.01 10.14
Oppenheimer Real Estate A Load Waived OREAX.LW 1.07 3.10 8.06 5.93 8.01 10.14
Oppenheimer Real Estate B OREBX 1.02 2.83 7.92 5.15 7.22 9.31
Oppenheimer Real Estate C ORECX 1.02 2.82 7.92 5.14 7.21 9.31
Oppenheimer Real Estate I OREIX 1.10 3.29 8.20 6.37 8.50 ---
Oppenheimer Real Estate R ORENX 1.08 3.03 8.04 5.68 7.76 9.87
Oppenheimer Real Estate Y OREYX 1.10 3.24 8.15 6.19 8.28 10.45
T. Rowe Price Real Estate Advisor PAREX -1.17 1.03 6.35 5.36 7.95 10.00
Pioneer Real Estate C PCREX -0.11 2.32 8.01 5.98 6.44 9.21
PIMCO Real Estate Real Return Strategy A PETAX 0.00 3.50 10.76 5.64 5.33 12.61
PIMCO Real Estate Real Return Strat A LW PETAX.LW 0.00 3.50 10.76 5.64 5.33 12.61
PIMCO Real Estate Real Return Strategy C PETCX -0.16 2.99 10.50 4.72 4.52 11.76
PIMCO Real Estate Real Return Strategy D PETDX 0.00 3.33 10.71 5.46 5.31 12.59
PIMCO Real Estate Real Return Strategy P PETPX 0.13 3.64 10.82 5.70 5.65 12.94
Virtus Real Estate Securities A PHRAX 0.23 2.91 8.91 5.45 7.31 9.97
Virtus Real Estate Securities A LW PHRAX.LW 0.23 2.91 8.91 5.45 7.31 9.97
Virtus Real Estate Securities B PHRBX 0.18 2.61 8.70 4.66 6.50 9.14
Virtus Real Estate Securities C PHRCX 0.17 2.61 8.68 4.65 6.50 9.15
Phocas Real Estate PHREX 0.03 2.02 9.11 3.00 8.30 10.55
Virtus Real Estate Securities I PHRIX 0.26 3.00 8.95 5.71 7.57 10.24
Principal Real Estate Securities Inst PIREX 0.04 2.72 8.42 7.18 9.08 11.43
Principal Real Estate Securities P PIRPX 0.04 2.71 8.41 7.11 8.99 11.30
Prudential US Real Estate A PJEAX -0.23 0.49 6.37 2.93 5.84 8.65
Prudential US Real Estate A Load Waived PJEAX.LW -0.23 0.49 6.37 2.93 5.84 8.65
Prudential US Real Estate B PJEBX -0.31 0.15 6.17 2.13 5.04 7.85
Prudential US Real Estate C PJECX -0.31 0.22 6.18 2.13 5.05 7.84
Prudential US Real Estate Z PJEZX -0.30 0.48 6.44 3.13 6.08 8.92
Principal Real Estate Securities R1 PRAEX -0.09 2.37 8.16 6.29 8.18 10.49
Principal Real Estate Securities C PRCEX -0.09 2.19 8.05 5.87 7.77 10.05
Principal Real Estate Securities J PREJX 0.00 2.60 8.34 6.90 8.71 11.00
Principal Real Estate Securities R2 PRENX -0.05 2.40 8.19 6.41 8.33 10.64
Principal Real Estate Securities R5 PREPX 0.00 2.63 8.35 6.98 8.87 11.19
Principal Real Estate Securities R3 PRERX -0.04 2.48 8.24 6.64 8.51 10.84
Principal Real Estate Securities R4 PRETX -0.05 2.56 8.29 6.83 8.71 11.05
Principal Real Estate Securities A PRRAX -0.04 2.54 8.27 6.68 8.61 10.92
Principal Real Estate Securities A LW PRRAX.LW -0.04 2.54 8.27 6.68 8.61 10.92
PIMCO Real Estate Real Return Strategy I PRRSX 0.00 3.58 10.78 5.81 5.72 13.04
Pioneer Real Estate A PWREX -0.04 2.65 8.26 6.87 7.36 10.13
Pioneer Real Estate A Load Waived PWREX.LW -0.04 2.65 8.26 6.87 7.36 10.13
Pioneer Real Estate Y PYREX 0.00 2.81 8.35 7.24 7.80 10.64
Altegris/AACA Real Estate Long Short A RAAAX 2.85 3.11 14.18 -2.73 --- ---
Altegris/AACA Real Estate Long Shor A LW RAAAX.LW 2.85 3.11 14.18 -2.73 --- ---
Altegris/AACA Real Estate Long Short I RAAIX 2.84 3.11 14.16 -2.54 --- ---
Altegris/AACA Real Estate Long Short N RAANX 2.85 3.03 14.08 -2.83 --- ---
American Century Real Estate Inv REACX 0.56 2.95 8.42 5.68 7.33 10.70
American Century Real Estate Instl REAIX 0.59 3.05 8.48 5.88 7.55 10.92
Deutsche Real Estate Secs Inc A REFAX 0.52 6.55 7.74 4.03 --- ---
Deutsche Real Estate Secs Inc A LW REFAX.LW 0.52 6.55 7.74 4.03 --- ---
Deutsche Real Estate Secs Inc C REFCX 0.52 6.23 7.42 3.24 --- ---
Deutsche Real Estate Secs Inc Instl REFIX 0.52 6.62 7.69 4.19 --- ---
Deutsche Real Estate Secs Inc S REFSX 0.52 6.58 7.65 4.19 --- ---
Deutsche Real Estate Securities Inc R6 REFZX 0.52 6.62 7.69 4.19 --- ---
West Loop Realty A REIAX -0.38 3.28 8.34 7.11 --- ---
West Loop Realty A Load Waived REIAX.LW -0.38 3.28 8.34 7.11 --- ---
West Loop Realty C REICX -0.45 3.04 8.20 6.30 --- ---
West Loop Realty Instl REIIX -0.38 3.41 8.46 7.35 --- ---
Invesco Real Estate Investor REINX -0.38 2.65 9.21 5.91 6.50 9.51
Davis Real Estate A RPFRX 1.08 4.75 9.47 6.08 7.32 9.34
Davis Real Estate A Load Waived RPFRX.LW 1.08 4.75 9.47 6.08 7.32 9.34
REMS Real Estate Income 50/50 Platform RREFX 0.40 4.52 8.11 6.58 6.05 8.82
REMS Real Estate Income 50/50 Instl RREIX 0.42 4.65 8.18 6.86 6.35 9.14
Deutsche Real Estate Securities A RRRAX 0.78 3.58 7.32 7.92 7.37 10.04
Deutsche Real Estate Securities A LW RRRAX.LW 0.78 3.58 7.32 7.92 7.37 10.04
Deutsche Real Estate Securities C RRRCX 0.73 3.27 7.12 7.12 6.62 9.26
Deutsche Real Estate Securities S RRREX 0.78 3.68 7.36 8.16 7.63 10.29
Deutsche Real Estate Securities Instl RRRRX 0.83 3.72 7.42 8.28 7.75 10.42
Deutsche Real Estate Securities R RRRSX 0.74 3.39 7.24 7.51 7.02 9.68
Deutsche Real Estate Securities R6 RRRZX 0.83 3.74 7.45 8.37 --- ---
Rydex Real Estate C RYCRX 0.21 3.37 10.28 0.54 2.64 5.97
Rydex Real Estate H RYHRX 0.27 3.66 10.44 1.29 3.38 6.76
Rydex Real Estate A RYREX 0.27 3.65 10.48 1.31 3.41 6.79
Rydex Real Estate A Load Waived RYREX.LW 0.27 3.65 10.48 1.31 3.41 6.79
Spirit of America Real Estate Inc&Gr C SACRX -0.42 --- --- --- --- ---
SA Real Estate Securities SAREX 0.18 3.62 8.76 7.10 6.75 9.86
SEI Real Estate I (SIMT) SEIRX -0.11 2.32 8.52 6.21 7.33 9.56
SEI Real Estate A (SIMT) SETAX -0.11 2.37 8.58 6.42 7.57 9.81
Spirit of America Real Estate Inc & Gr A SOAAX -0.34 0.77 8.19 -1.01 5.53 7.22
Spirit of America Real Estate Inc & A LW SOAAX.LW -0.34 0.77 8.19 -1.01 5.53 7.22
SEI Real Estate Y (SIMT) SREYX -0.11 2.43 8.63 6.70 --- ---
SSgA Clarion Real Estate N SSREX -1.09 0.88 7.41 5.67 7.57 10.07
SSgA Clarion Real Estate A SSRVX -1.11 0.78 7.34 5.44 --- ---
SSgA Clarion Real Estate A Load Waived SSRVX.LW -1.11 0.78 7.34 5.44 --- ---
SSgA Clarion Real Estate C SSRWX -1.17 0.49 7.14 4.65 --- ---
SSgA Clarion Real Estate I SSRYX -1.09 0.89 7.41 5.71 --- ---
SSgA Clarion Real Estate K SSRZX -1.08 0.96 7.46 5.91 --- ---
Sterling Capital Stratton Rl Estt Instl STMDX 0.81 3.72 8.10 6.47 7.40 10.38
Sterling Capital Stratton Rl Estt A STMMX 0.78 3.61 8.02 --- --- ---
Sterling Capital Stratton Rl Estt A LW STMMX.LW 0.78 3.61 8.02 --- --- ---
Sterling Capital Stratton Rl Estt C STMOX 0.73 3.34 7.86 --- --- ---
TIAA-CREF Real Estate Sec Retail TCREX -0.40 1.88 8.79 5.30 7.24 10.00
TIAA-CREF Real Estate Sec Instl TIREX -0.40 2.01 8.88 5.66 7.59 10.35
TIAA-CREF Real Estate Sec Advisor TIRHX -0.33 1.97 8.91 --- --- ---
T. Rowe Price Real Estate I TIRRX -1.14 1.15 6.46 --- --- ---
T. Rowe Price Real Estate TRREX -1.14 1.08 6.42 5.54 8.19 10.25
TIAA-CREF Real Estate Sec Premier TRRPX -0.40 1.97 8.83 5.50 7.45 10.19
TIAA-CREF Real Estate Sec Retire TRRSX -0.45 1.88 8.78 5.38 7.32 10.08
JPMorgan Realty Income A URTAX -0.52 1.05 7.78 4.30 6.44 9.55
JPMorgan Realty Income A Load Waived URTAX.LW -0.52 1.05 7.78 4.30 6.44 9.55
JPMorgan Realty Income C URTCX -0.53 0.93 7.66 3.83 5.93 9.01
JPMorgan Realty Income Instl URTLX -0.44 1.27 7.87 4.73 6.89 10.00
Vanguard REIT Index Inv VGSIX 0.29 4.03 9.27 5.99 6.87 10.31
Vanguard REIT Index Adm VGSLX 0.31 4.08 9.29 7.20 7.60 10.82
Vanguard REIT Index I VGSNX 0.33 4.07 9.32 6.13 7.03 10.47
Voya Real Estate R6 VREQX -0.48 2.29 8.19 6.58 --- ---
Virtus Real Estate Securities R6 VRREX 0.26 3.07 8.99 5.90 --- ---
Content Partners