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.
|
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% | 1.81% | 10.20% | 1.41% | $172.50M | |||
| abrdn Real Estate Fund Class A
AIAGX
| 1.240% | 9.82% | 12.74% | 4.36% | $36.17M | |||
| abrdn Real Estate Fund Institutional Class
AIGYX
| 0.990% | 10.04% | 13.02% | 4.62% | $36.17M | |||
| ALPS Active REIT ETF
REIT
| 0.680% | 9.01% | 11.03% | 3.87% | $53.42M | |||
| ALPS REIT Dividend Dogs ETF
RDOG
| 0.350% | 10.33% | 11.02% | 1.53% | $10.38M | |||
| American Century Global Real Estate Fund A Class
ARYMX
| 1.360% | 2.49% | 10.21% | 1.93% | $741.70M | |||
| American Century Global Real Estate Fund C Class
ARYTX
| 2.110% | 1.72% | 9.38% | 1.18% | $741.70M | |||
| American Century Global Real Estate Fund G Class
ACIWX
| — | 0.000% | 3.83% | 11.71% | — | $741.70M | ||
| American Century Global Real Estate Fund I Class
ARYNX
| 0.910% | 2.95% | 10.70% | 2.39% | $741.70M | |||
| American Century Global Real Estate Fund Investor Class
ARYVX
| 1.110% | 2.75% | 10.48% | 2.18% | $741.70M | |||
| American Century Global Real Estate Fund R Class
ARYWX
| 1.610% | 2.23% | 9.95% | 1.68% | $741.70M | |||
| American Century Global Real Estate Fund R5 Class
ARYGX
| 0.910% | 2.95% | 10.70% | 2.39% | $741.70M | |||
| American Century Global Real Estate Fund R6 Class
ARYDX
| 0.760% | 3.11% | 10.87% | 2.54% | $741.70M | |||
| American Century Global Real Estate Fund Y Class
ARYYX
| 0.760% | 3.11% | 10.89% | 2.55% | $741.70M | |||
| American Century Real Estate Fund A Class
AREEX
| 1.410% | 3.78% | 9.32% | 1.81% | $482.61M | |||
| American Century Real Estate Fund C Class
ARYCX
| 2.160% | 3.49% | 9.17% | 1.42% | $482.61M | |||
| American Century Real Estate Fund I Class
REAIX
| 0.960% | 4.74% | 10.49% | 2.65% | $482.61M | |||
| American Century Real Estate Fund Investor Class
REACX
| 1.160% | 4.52% | 10.25% | 2.44% | $482.61M | |||
| American Century Real Estate Fund R Class
AREWX
| 1.660% | 3.99% | 9.71% | 1.93% | $482.61M | |||
| American Century Real Estate Fund R5 Class
ARREX
| 0.960% | 4.74% | 10.49% | 2.65% | $482.61M | |||
| American Century Real Estate Fund R6 Class
AREDX
| 0.810% | 4.89% | 10.66% | 2.80% | $482.61M | |||
| American Century Real Estate Fund Y Class
ARYEX
| 0.810% | 4.89% | 10.64% | 2.80% | $482.61M | |||
| Avantis Real Estate ETF
AVRE
| 0.170% | 2.73% | 9.64% | 1.05% | $845.15M | |||
| Baron Real Estate Fund Class R6
BREUX
| 1.050% | −9.50% | 8.79% | 0.65% | $1.89B | |||
| Baron Real Estate Fund Institutional Shares
BREIX
| 1.050% | −9.49% | 8.80% | 0.65% | $1.89B |
United States