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
FRIFX	Fidelity Real Estate Income Fund	REIT	Feb 4, 2003	0.71%	3.97%	5.39%	4.54%	51
FRINX	Fidelity Advisor Real Estate Income Fund Class A	REIT	Apr 14, 2010	0.98%	3.86%	5.13%	4.27%	48
FRIOX	Fidelity Advisor Real Estate Income Fund Class C	REIT	Apr 14, 2010	1.72%	3.47%	4.38%	3.58%	39
FRIQX	Fidelity Advisor Real Estate Income Fund Class M	REIT	Apr 14, 2010	0.99%	3.84%	5.11%	4.27%	48
FRIRX	Fidelity Advisor Real Estate Income Fund Class I	REIT	—	0.71%	3.98%	5.39%	4.48%	52
FSREX	Fidelity Series Real Estate Income Fund	REIT	Oct 20, 2011	0.00%	1.49%	5.36%	5.58%	87
FSRJX	Fidelity SAI Real Estate Fund	REIT	Sep 4, 2024	0.56%	12.03%	—	2.24%	15
FSRNX	Fidelity Real Estate Index Fund	REIT	Aug 9, 2011	0.07%	9.54%	4.25%	2.53%	14
GREIX	Goldman Sachs Real Estate Securities Fund	REIT	Jul 27, 1998	0.91%	11.93%	5.54%	33.08%	13
GREZX	GuideStone Funds Global Real Estate Securities Fun...	REIT	Dec 28, 2006	1.12%	8.06%	3.85%	3.36%	14
GRIFX	Apollo Diversified Real Estate Fund Class I	REIT	Jun 30, 2014	2.23%	3.82%	4.54%	5.18%	33
GURIX	Guggenheim Risk Managed Real Estate Fund	REIT	Mar 28, 2014	1.10%	12.36%	7.59%	2.01%	17
HLRRX	LDR Real Estate Value Opportunity Fund	REIT	Dec 16, 2002	1.14%	14.35%	4.67%	9.58%	17
IARCX	Invesco Real Estate Fund	REIT	May 1, 1995	1.98%	12.41%	3.62%	4.58%	11
IRFIX	Cohen & Steers International Realty Fund	REIT	Mar 30, 2005	1.00%	-1.97%	2.46%	6.29%	6
IRGIX	VY CBRE Global Real Estate Portfolio	REIT	Jan 2, 2006	0.87%	6.78%	4.25%	7.09%	12
IRSAX	Delaware Ivy Securian Real Estate Securities Fund	REIT	Feb 25, 1999	1.20%	13.51%	7.79%	21.85%	34
IVRSX	VY CBRE Real Estate Portfolio	REIT	Jan 24, 1989	0.93%	13.87%	5.44%	4.31%	25
JAREX	Easterly Global Real Estate Fund	REIT	Oct 25, 2009	1.36%	9.21%	4.78%	2.98%	6
JERIX	Janus Henderson Global Real Estate Fund	REIT	Nov 27, 2007	1.03%	7.62%	5.71%	3.04%	16

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.

Loading charts...

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.