Morningstar

Real Estate Funds

ETFs and mutual funds in this sector focus on mortgage companies, property management companies, REITs (Real Estate Investment Trusts). REITs typically own multiple properties of one or more real estate type such as apartments, shopping malls, data storage centers, and office buildings.
 Screen With Investor
Name
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Adjusted Expense Ratio
Total Return
1 Year
Total Return
3 Year
Total Return
5 Year
Fund Size
AB Global Real Estate Investment Fund II Class I
ARIIX
0.790%6.65%12.55%1.19%$180.54M
abrdn Real Estate Fund Class A
AIAGX
1.240%15.39%15.44%3.90%$39.50M
abrdn Real Estate Fund Institutional Class
AIGYX
0.990%15.77%15.77%4.18%$39.50M
ALPS Active REIT ETF
REIT
0.680%16.30%14.03%3.55%$57.12M
ALPS REIT Dividend Dogs ETF
RDOG
0.350%14.92%12.31%0.37%$10.62M
American Century Global Real Estate Fund A Class
ARYMX
1.360%7.60%12.55%1.48%$734.66M
American Century Global Real Estate Fund C Class
ARYTX
2.110%6.70%11.70%0.72%$734.66M
American Century Global Real Estate Fund G Class
ACIWX
—0.000%9.01%14.07%—$734.66M
American Century Global Real Estate Fund I Class
ARYNX
0.910%8.04%13.07%1.95%$734.66M
American Century Global Real Estate Fund Investor Class
ARYVX
1.110%7.77%12.82%1.73%$734.66M
American Century Global Real Estate Fund R Class
ARYWX
1.610%7.26%12.27%1.23%$734.66M
American Century Global Real Estate Fund R5 Class
ARYGX
0.910%8.04%13.07%1.95%$734.66M
American Century Global Real Estate Fund R6 Class
ARYDX
0.760%8.21%13.21%2.09%$734.66M
American Century Global Real Estate Fund Y Class
ARYYX
0.760%8.20%13.22%2.10%$734.66M
American Century Real Estate Fund A Class
AREEX
1.410%10.78%11.77%1.55%$509.28M
American Century Real Estate Fund C Class
ARYCX
2.160%10.49%11.62%1.17%$509.28M
American Century Real Estate Fund I Class
REAIX
0.960%11.79%12.98%2.39%$509.28M
American Century Real Estate Fund Investor Class
REACX
1.160%11.55%12.75%2.19%$509.28M
American Century Real Estate Fund R Class
AREWX
1.660%11.05%12.19%1.68%$509.28M
American Century Real Estate Fund R5 Class
ARREX
0.960%11.83%12.99%2.39%$509.28M
American Century Real Estate Fund R6 Class
AREDX
0.810%12.00%13.14%2.55%$509.28M
American Century Real Estate Fund Y Class
ARYEX
0.810%12.00%13.14%2.55%$509.28M
Avantis Real Estate ETF
AVRE
0.170%8.93%11.92%1.04%$898.51M
Baron Real Estate Fund Class R6
BREUX
1.050%−0.73%11.35%1.67%$1.97B
Baron Real Estate Fund Institutional Shares
BREIX
1.050%−0.71%11.36%1.67%$1.97B

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