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 | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Principal Global Real Estate Securities Fund | REIT | Sep 30, 2007 | 0.94% | 2.20% | 3.73% | 2.58% | 15 | ||||||||
| PACE Global Real Estate Securities Investments | REIT | Dec 17, 2006 | 1.45% | -0.76% | 1.27% | 2.52% | 7 | ||||||||
| Principal Real Estate Securities Fund | REIT | Dec 6, 2000 | 1.37% | 3.61% | 5.20% | 2.10% | 4 | ||||||||
| PGIM Real Estate Income Fund | REIT | Jun 3, 2015 | 1.38% | 2.74% | 5.44% | 7.15% | 14 | ||||||||
| PIMCO Variable Insurance Trust Real Estate Real Re... | REIT | Oct 30, 2003 | 0.79% | 4.82% | 5.85% | 0.85% | 12 | ||||||||
| PGIM Global Real Estate Fund | REIT | May 4, 1998 | 0.93% | 4.28% | 3.83% | 2.74% | 30 | ||||||||
| TIAA Real Estate Account | REIT | Oct 2, 1995 | 0.90% | 0.61% | — | 0.00% | 99 | ||||||||
| Altegris/AACA Opportunistic Real Estate Fund | REIT | Jan 8, 2014 | 1.92% | 0.00% | 2.32% | 0.61% | 2 | ||||||||
| American Century Real Estate Fund | REIT | Sep 21, 1995 | 1.14% | 3.92% | 4.97% | 1.80% | 6 | ||||||||
| Third Avenue International Real Estate Value Fund | REIT | May 7, 2014 | 1.00% | -1.43% | 7.01% | 2.31% | 44 | ||||||||
| West Loop Realty Fund | REIT | Dec 31, 2013 | 1.43% | — | — | 46.45% | — | ||||||||
| T. Rowe Price Real Estate Fund Class I | REIT | Sep 28, 2001 | 0.65% | 1.41% | 11.15% | 2.80% | 27 | ||||||||
| American Funds Real Estate Index Fund Class R-6 | REIT | Mar 31, 2023 | 0.29% | -1.04% | 8.12% | 14.08% | 66 | ||||||||
| Cohen & Steers Total Return Realty Fund | REIT | — | — | 3.89% | 6.58% | 8.54% | 4 | ||||||||
| Davis Real Estate Fund | REIT | Jan 3, 1994 | 0.95% | -1.39% | 3.08% | 7.31% | 1 | ||||||||
| Russell Investments Global Real Estate Securities ... | REIT | Jul 27, 1989 | 1.09% | 2.69% | 3.15% | 2.35% | 20 | ||||||||
| DWS RREEF Global Real Estate Securities Fund | REIT | Jul 2, 2006 | 0.88% | 3.38% | 4.57% | 2.57% | 25 | ||||||||
| DWS RREEF Real Estate Securities Fund | REIT | Dec 1, 1999 | 0.61% | 4.83% | 5.14% | 2.42% | 7 | ||||||||
| Rydex Real Estate Fund | REIT | Feb 20, 2004 | 2.36% | -1.01% | 2.74% | 4.47% | 4 | ||||||||
| SA Real Estate Securities Fund | REIT | Apr 2, 2007 | 0.75% | 3.74% | 4.43% | 3.10% | 5 |
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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5 Years