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 A
AREAX
| 1.800% | 4.01% | −4.08% | 1.02% | 51.45 Mil | ||
| AB Global Real Estate Investment Advisor
ARSYX
| 1.540% | 4.33% | −3.81% | 1.28% | 51.45 Mil | ||
| AB Global Real Estate Investment C
ARECX
| 2.540% | 2.54% | −5.30% | −0.02% | 51.45 Mil | ||
| AB Global Real Estate Investment I
AEEIX
| 1.410% | 4.39% | −3.71% | 1.40% | 51.45 Mil | ||
| AB Global Real Estate Investment II I
ARIIX
| 0.800% | 5.30% | −3.30% | 1.87% | 175.94 Mil | ||
| AB Global Real Estate Investment K
ARRKX
| 2.000% | 3.35% | −4.56% | 0.74% | 51.45 Mil | ||
| AB Global Real Estate Investment R
ARRRX
| 2.350% | 3.74% | −4.38% | 0.70% | 51.45 Mil | ||
| ALPS Active REIT ETF
REIT
| 0.680% | 6.87% | 0.25% | — | 28.26 Mil | ||
| ALPS REIT Dividend Dogs ETF
RDOG
| 0.350% | 13.62% | −1.54% | 1.98% | 12.92 Mil | ||
| AXS Real Estate Income ETF
RINC
| — | 0.890% | — | — | — | 44.36 Mil | |
| Altegris/AACA Opportunistic Real Estt A
RAAAX
| 1.800% | 6.41% | −10.59% | 1.18% | 138.65 Mil | ||
| Altegris/AACA Opportunistic Real Estt C
RAACX
| 2.550% | 5.63% | −11.26% | — | 138.65 Mil | ||
| Altegris/AACA Opportunistic Real Estt I
RAAIX
| 1.550% | 6.72% | −10.35% | 1.44% | 138.65 Mil | ||
| American Century Global Real Estate A
ARYMX
| 1.370% | 9.34% | −1.54% | 4.08% | 796.18 Mil | ||
| American Century Global Real Estate C
ARYTX
| 2.120% | 8.51% | −2.26% | 3.32% | 796.18 Mil | ||
| American Century Global Real Estate G
ACIWX
| — | 0.010% | 9.84% | — | — | 796.18 Mil | |
| American Century Global Real Estate I
ARYNX
| 0.920% | 9.86% | −1.06% | 4.57% | 796.18 Mil | ||
| American Century Global Real Estate Inv
ARYVX
| 1.120% | 9.58% | −1.30% | 4.33% | 796.18 Mil | ||
| American Century Global Real Estate R
ARYWX
| 1.620% | 9.08% | −1.78% | 3.83% | 796.18 Mil | ||
| American Century Global Real Estate R5
ARYGX
| 0.920% | 8.78% | −1.56% | 4.31% | 796.18 Mil | ||
| American Century Global Real Estate R6
ARYDX
| 0.770% | 10.03% | −0.92% | 4.73% | 796.18 Mil | ||
| American Century Global Real Estate Y
ARYYX
| 0.770% | 10.02% | −0.94% | 4.72% | 796.18 Mil | ||
| American Century Real Estate A
AREEX
| 1.400% | 8.63% | −1.08% | 3.74% | 677.92 Mil | ||
| American Century Real Estate C
ARYCX
| 2.150% | 7.77% | −1.82% | 2.97% | 677.92 Mil | ||
| American Century Real Estate I
REAIX
| 0.950% | 8.03% | −1.12% | 4.00% | 677.92 Mil |