Real Estate Mutual Funds List

Here you can find all the Real Estate asset class mutual funds and compare their essential indicators like expense ratio or rate of return to see which suits your portfolio best.

Asset Class is Real Estate

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%	3.12%	6.15%	2.27%	7
CSSPX	Cohen & Steers Global Realty Shares, Inc.	REIT	May 7, 1997	0.90%	2.46%	4.79%	3.38%	27
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	Oct 1, 2014	0.75%	2.88%	6.56%	3.06%	8
DCREX	Dunham Real Estate Stock Fund	REIT	Dec 10, 2004	2.37%	4.22%	0.91%	0.54%	6
DFGEX	DFA Global Real Estate Securities Portfolio	REIT	Jun 3, 2008	0.14%	1.53%	3.36%	4.01%	12
DFITX	DFA International Real Estate Securities	REIT	Feb 28, 2007	0.27%	-5.28%	1.63%	7.04%	31
DFREX	DFA Real Estate Securities Portfolio Class I	REIT	Jan 5, 1993	0.18%	3.81%	5.04%	2.79%	7
DRLIX	BNY Mellon Global Real Estate Securities Fund	REIT	Dec 28, 2006	1.05%	3.17%	4.83%	3.01%	25
FARCX	Nuveen Real Estate Securities Fund	REIT	Jun 30, 1995	0.97%	4.28%	4.94%	4.84%	10
FESIX	Fidelity SAI Real Estate Index Fund	REIT	Feb 2, 2016	0.07%	1.19%	—	3.05%	6
FHEAX	Fidelity Advisor Real Estate Fund Class A	REIT	Sep 12, 2002	1.07%	—	—	0.92%	—
FHECX	Fidelity Advisor Real Estate Fund Class C	REIT	Sep 12, 2002	1.86%	—	—	0.45%	—
FHEIX	Fidelity Advisor Real Estate Fund I Class	REIT	Sep 12, 2002	0.86%	—	—	1.07%	—
FHETX	Fidelity Advisor Real Estate Fund Class M	REIT	Sep 12, 2002	1.29%	—	—	0.73%	—
FIKJX	Fidelity Advisor Real Estate Fund Class Z	REIT	Oct 2, 2018	0.64%	—	—	12.74%	—
FIKLX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Oct 2, 2018	0.79%	-2.00%	—	3.16%	46
FIKMX	Fidelity Advisor Real Estate Income Fund Class Z	REIT	Oct 2, 2018	0.59%	-0.25%	—	4.81%	25
FIRAX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	1.20%	-2.11%	3.61%	2.81%	45
FIRCX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	1.95%	-2.27%	2.85%	2.20%	40
FIREX	Fidelity International Real Estate Fund	REIT	Sep 8, 2004	0.95%	-1.98%	3.74%	3.03%	47

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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