Real Estate Mutual Funds List

Number of Funds: 115
Avg. Expense Ratio: 0.99%
Avg. Yield: 4.33%
Avg. 1 Year Return: 10.63%
Median Risk/Return Score: 15 / 100

110 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
CSRSX	Cohen & Steers Realty Shares Fund	REIT	Jul 2, 1991	0.88%	13.74%	7.29%	2.69%	15
CSSPX	Cohen & Steers Global Realty Shares, Inc.	REIT	May 7, 1997	0.90%	7.33%	5.17%	3.22%	15
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	Oct 1, 2014	0.75%	12.71%	7.54%	3.45%	18
DCREX	Dunham Real Estate Stock Fund	REIT	Dec 10, 2004	2.37%	9.54%	1.39%	0.51%	7
DFGEX	DFA Global Real Estate Securities Portfolio	REIT	Jun 3, 2008	0.14%	9.07%	3.96%	3.74%	15
DFITX	DFA International Real Estate Securities	REIT	Feb 28, 2007	0.27%	-2.11%	1.57%	6.81%	6
DFREX	DFA Real Estate Securities Portfolio Class I	REIT	Jan 5, 1993	0.18%	13.32%	5.97%	2.55%	16
DRLIX	BNY Mellon Global Real Estate Securities Fund	REIT	Dec 28, 2006	1.05%	8.80%	5.24%	2.86%	16
FARCX	Nuveen Real Estate Securities Fund	REIT	Jun 30, 1995	0.97%	13.24%	5.83%	5.14%	24
FESIX	Fidelity SAI Real Estate Index Fund	REIT	Feb 2, 2016	0.07%	9.50%	—	2.82%	14
FHEAX	Fidelity Advisor Real Estate Fund Class A	REIT	Sep 12, 2002	1.07%	—	—	0.92%	—
FIKLX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Oct 2, 2018	0.79%	-4.10%	—	3.23%	4
FIKMX	Fidelity Advisor Real Estate Income Fund Class Z	REIT	Oct 2, 2018	0.59%	3.93%	—	4.65%	52
FIRAX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	1.20%	-4.22%	3.02%	2.88%	4
FIRCX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	1.95%	-4.54%	2.25%	2.25%	4
FIREX	Fidelity International Real Estate Fund	REIT	Sep 8, 2004	0.95%	-4.06%	3.14%	3.09%	4
FIRIX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	0.92%	-4.08%	3.36%	3.12%	4
FIRTX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	1.45%	-4.26%	2.61%	2.58%	4
FREEX	Franklin Real Estate Securities Fund	REIT	Jan 3, 1994	1.11%	11.43%	6.91%	5.96%	13
FRESX	Fidelity Real Estate Investment Portfolio	REIT	Nov 17, 1986	0.71%	11.98%	5.47%	4.14%	14

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Time Period

Best Real Estate Mutual funds by Risk/Return Score

The top Real Estate Mutual funds by PortfoliosLab Risk/Return Score are CREMX (100) and QREARX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
CREMX	Redwood Real Estate Income Fund	100	—	Jun 2023
QREARX	TIAA Real Estate Account	98	—	Oct 1995
FSREX	Fidelity Series Real Estate Income Fund	87	—	Oct 2011
FIKMX	Fidelity Advisor Real Estate Income Fund Class Z	52	—	Oct 2018
FRIRX	Fidelity Advisor Real Estate Income Fund Class I	52	—	—

Best-Performing Real Estate Mutual funds Over 5 Years

The top Real Estate Mutual funds is AIGYX (8.33%). Across the lineup, Real Estate Mutual funds show an average 1-year return of 10.63% and an average 5-year return of 1.96%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
AIGYX	abrdn Realty Income & Growth Fund	8.33%	—	Dec 1998
IRSAX	Delaware Ivy Securian Real Estate Securities Fund	7.56%	—	Feb 1999
MRESX	Cromwell CenterSquare Real Estate Fund	6.22%	—	Dec 1997
PJEZX	PGIM US Real Estate Fund	6.00%	—	Dec 2010
PRKZX	PGIM Real Estate Income Fund	5.20%	—	Jun 2015

Lowest-Cost Real Estate Mutual funds

The top Real Estate Mutual funds is FSRNX (0.07%). With an average expense ratio of 0.99%, Real Estate Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FSRNX	Fidelity Real Estate Index Fund	0.07%	—	Aug 2011
FESIX	Fidelity SAI Real Estate Index Fund	0.07%	—	Feb 2016
VRTPX	Vanguard Real Estate II Index Fund	0.08%	—	Sep 2017
VGSNX	Vanguard Real Estate Index Fund Institutional Shar...	0.10%	69.90B	Dec 2003
VGRNX	Vanguard Global ex-U.S. Real Estate Index Fund Ins...	0.11%	—	Apr 2011

Highest-Yield Real Estate Mutual funds

The top Real Estate Mutual funds is GREIX (33.08%). Across the lineup, Real Estate Mutual funds show an average dividend yield of 4.33%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
GREIX	Goldman Sachs Real Estate Securities Fund	33.08%	—	Jul 1998
IRSAX	Delaware Ivy Securian Real Estate Securities Fund	21.85%	—	Feb 1999
AWP	abrdn Global Premier Properties Fund	12.64%	—	Feb 2007
SETAX	SEI Institutional Managed Trust Real Estate Fund	10.57%	—	Nov 2003
HLRRX	LDR Real Estate Value Opportunity Fund	9.58%	—	Dec 2002

Top Mutual funds Asset Classes

Equity · 3,626 Mutual funds Bond · 1,987 Mutual funds Multi-Asset · 1,523 Mutual funds Alternatives · 133 Mutual funds Commodity · 64 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.