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%8.16%11.46%0.90%$181.42M
abrdn Real Estate Fund Class A
AIAGX
1.240%15.53%13.87%3.55%$39.48M
abrdn Real Estate Fund Institutional Class
AIGYX
0.990%15.81%14.14%3.81%$39.48M
ALPS Active REIT ETF
REIT
0.680%15.42%12.48%3.19%$56.82M
ALPS REIT Dividend Dogs ETF
RDOG
0.350%16.49%10.73%0.30%$10.68M
American Century Global Real Estate Fund A Class
ARYMX
1.360%8.20%11.27%1.18%$736.54M
American Century Global Real Estate Fund C Class
ARYTX
2.110%7.38%10.43%0.42%$736.54M
American Century Global Real Estate Fund G Class
ACIWX
—0.000%9.70%12.78%—$736.54M
American Century Global Real Estate Fund I Class
ARYNX
0.910%8.65%11.73%1.62%$736.54M
American Century Global Real Estate Fund Investor Class
ARYVX
1.110%8.45%11.54%1.42%$736.54M
American Century Global Real Estate Fund R Class
ARYWX
1.610%7.94%10.98%0.92%$736.54M
American Century Global Real Estate Fund R5 Class
ARYGX
0.910%8.65%11.76%1.62%$736.54M
American Century Global Real Estate Fund R6 Class
ARYDX
0.760%8.81%11.92%1.78%$736.54M
American Century Global Real Estate Fund Y Class
ARYYX
0.760%8.81%11.91%1.77%$736.54M
American Century Real Estate Fund A Class
AREEX
1.410%11.52%10.34%1.26%$510.49M
American Century Real Estate Fund C Class
ARYCX
2.160%11.20%10.19%0.88%$510.49M
American Century Real Estate Fund I Class
REAIX
0.960%12.58%11.52%2.10%$510.49M
American Century Real Estate Fund Investor Class
REACX
1.160%12.34%11.29%1.89%$510.49M
American Century Real Estate Fund R Class
AREWX
1.660%11.76%10.74%1.39%$510.49M
American Century Real Estate Fund R5 Class
ARREX
0.960%12.53%11.52%2.10%$510.49M
American Century Real Estate Fund R6 Class
AREDX
0.810%12.70%11.69%2.25%$510.49M
American Century Real Estate Fund Y Class
ARYEX
0.810%12.70%11.69%2.25%$510.49M
Avantis Real Estate ETF
AVRE
0.170%10.28%10.87%0.81%$902.57M
Baron Real Estate Fund Class R6
BREUX
1.050%0.72%10.62%1.01%$1.98B
Baron Real Estate Fund Institutional Shares
BREIX
1.050%0.71%10.62%1.01%$1.98B

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