The Best REIT Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of REIT mutual funds.

Category is REIT

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FIRIX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	0.92%	-3.32%	3.83%	3.09%	44
FIRTX	Fidelity Advisor International Real Estate Fund Cl...	REIT	Apr 4, 2007	1.45%	-3.38%	3.07%	2.55%	41
FREEX	Franklin Real Estate Securities Fund	REIT	Jan 3, 1994	1.11%	3.28%	6.01%	6.44%	7
FRESX	Fidelity Real Estate Investment Portfolio	REIT	Nov 17, 1986	0.71%	3.75%	4.60%	4.47%	6
FRIFX	Fidelity Real Estate Income Fund	REIT	Feb 4, 2003	0.71%	-0.16%	5.25%	4.70%	25
FRINX	Fidelity Advisor Real Estate Income Fund Class A	REIT	Apr 14, 2010	0.98%	-0.17%	4.99%	4.40%	23
FRIOX	Fidelity Advisor Real Estate Income Fund Class C	REIT	Apr 14, 2010	1.72%	0.17%	4.30%	3.68%	23
FRIQX	Fidelity Advisor Real Estate Income Fund Class M	REIT	Apr 14, 2010	0.99%	0.33%	5.03%	4.39%	33
FRIRX	Fidelity Advisor Real Estate Income Fund Class I	REIT	—	0.71%	-0.25%	5.24%	4.63%	24
FSREX	Fidelity Series Real Estate Income Fund	REIT	Oct 20, 2011	0.00%	-0.01%	5.47%	5.67%	88
FSRJX	Fidelity SAI Real Estate Fund	REIT	Sep 4, 2024	0.56%	3.41%	—	2.43%	6
FSRNX	Fidelity Real Estate Index Fund	REIT	Aug 9, 2011	0.07%	1.30%	3.32%	2.74%	5
GREIX	Goldman Sachs Real Estate Securities Fund	REIT	Jul 27, 1998	0.91%	3.19%	4.59%	35.88%	5
GREZX	GuideStone Funds Global Real Estate Securities Fun...	REIT	Dec 28, 2006	1.12%	1.70%	3.35%	3.57%	21
GRIFX	Apollo Diversified Real Estate Fund Class I	REIT	Jun 30, 2014	2.23%	1.73%	4.46%	5.28%	20
GURIX	Guggenheim Risk Managed Real Estate Fund	REIT	Mar 28, 2014	1.10%	3.80%	6.84%	2.18%	9
HLRRX	LDR Real Estate Value Opportunity Fund	REIT	Dec 16, 2002	1.14%	3.42%	3.97%	7.76%	3
IARCX	Invesco Real Estate Fund	REIT	May 1, 1995	1.98%	3.63%	2.76%	4.96%	5
IGR	CBRE Global Real Estate Income Fund	REIT	Feb 24, 2004	0.04%	5.04%	5.55%	16.25%	4
IRFIX	Cohen & Steers International Realty Fund	REIT	Mar 30, 2005	1.00%	-1.31%	2.89%	6.25%	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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