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
IRGIX	VY CBRE Global Real Estate Portfolio	REIT	Jan 2, 2006	0.87%	2.45%	3.84%	7.39%	13
IRSAX	Delaware Ivy Securian Real Estate Securities Fund	REIT	Feb 25, 1999	1.20%	4.32%	6.79%	23.77%	21
IVRSX	VY CBRE Real Estate Portfolio	REIT	Jan 24, 1989	0.93%	5.21%	4.49%	4.67%	8
JAREX	Easterly Global Real Estate Fund	REIT	Oct 25, 2009	1.36%	1.40%	4.38%	2.73%	8
JERIX	Janus Henderson Global Real Estate Fund	REIT	Nov 27, 2007	1.03%	3.90%	5.67%	3.15%	33
JIREX	JHancock Real Estate Securities Fund	REIT	Oct 14, 2005	0.85%	4.93%	4.96%	0.00%	8
KCRIX	Knights of Columbus Real Estate Fund	REIT	Sep 30, 2019	1.16%	3.43%	—	1.79%	5
MGLIX	MFS Global Real Estate Fund	REIT	Mar 10, 2009	0.92%	-0.37%	3.47%	3.25%	8
MRESX	Cromwell CenterSquare Real Estate Fund	REIT	Dec 31, 1997	1.02%	4.47%	—	1.54%	6
MXREX	Great-West Real Estate Index Fund	REIT	Nov 27, 2012	0.70%	5.07%	3.15%	1.97%	13
NBRFX	Neuberger Berman Real Estate Fund	REIT	May 1, 2002	1.39%	4.21%	5.73%	1.95%	4
NGJFX	Nuveen Global Real Estate Securities Fund	REIT	Mar 19, 2018	0.95%	1.99%	—	2.68%	19
NGREX	Northern Global Real Estate Index Fund	REIT	Jul 25, 2006	0.47%	2.37%	3.61%	3.68%	24
NMMGX	Northern Multi-Manager Global Real Estate Fund	REIT	Nov 18, 2008	0.92%	1.61%	3.38%	2.75%	13
NRFYX	Natixis Funds Trust IV AEW Global Focused Real Est...	REIT	Aug 30, 2000	0.90%	2.86%	3.58%	3.16%	18
NRO	Neuberger Berman Real Estate Securities Income Fun...	REIT	Oct 29, 2003	—	0.69%	7.37%	11.33%	10
PAGEX	T. Rowe Price Global Real Estate Fund	REIT	Oct 26, 2008	1.15%	1.64%	3.20%	2.25%	13
PHRAX	Virtus Duff & Phelps Real Estate Securities Fund	REIT	Mar 1, 1995	1.36%	5.03%	5.56%	5.63%	9
PIREX	Principal Real Estate Securities Fund Institutiona...	REIT	Dec 6, 2000	0.86%	3.75%	5.72%	2.53%	5
PJEZX	PGIM US Real Estate Fund	REIT	Dec 21, 2010	1.00%	6.42%	8.20%	1.88%	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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