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.
- 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
The Best REIT Mutual Funds
110 results
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Real Estate Fund | REIT | Oct 31, 1997 | 0.77% | 11.71% | 5.81% | 6.55% | 13 | ||||||||
| Virtus Duff & Phelps Global Real Estate Securities... | REIT | Mar 1, 2009 | 1.16% | 9.03% | 5.88% | 2.48% | 15 | ||||||||
| VALIC Company I Global Real Estate Fund | REIT | Mar 9, 2008 | 0.86% | 7.92% | 3.38% | 2.97% | 12 | ||||||||
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | REIT | Feb 10, 2011 | 0.12% | -2.44% | 2.25% | 4.81% | 6 | ||||||||
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | REIT | Apr 19, 2011 | 0.11% | -2.45% | 2.26% | 4.83% | 6 | ||||||||
| Virtus Duff & Phelps Global Real Estate Securities... | REIT | Mar 2, 2009 | 1.24% | 8.92% | 5.62% | 2.10% | 14 | ||||||||
| Vanguard Real Estate Index Fund | REIT | May 13, 1996 | 0.26% | 9.72% | 5.11% | 3.49% | 14 | ||||||||
| Vanguard Real Estate Index Fund Admiral Shares | REIT | Nov 12, 2001 | 0.12% | 9.81% | 5.45% | 3.63% | 14 | ||||||||
| Vanguard Real Estate Index Fund Institutional Shar... | REIT | Dec 2, 2003 | 0.10% | 9.82% | 5.47% | 3.64% | 14 | ||||||||
| Vanguard Real Estate II Index Fund | REIT | Sep 26, 2017 | 0.08% | 9.80% | — | 3.55% | 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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5 Years
Best REIT Mutual funds by Risk/Return Score
The top REIT 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 |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | |
| Fidelity Advisor Real Estate Income Fund Class Z | 52 | — | Oct 2018 | |
| Fidelity Advisor Real Estate Income Fund Class I | 52 | — | — |
Best-Performing REIT Mutual funds Over 5 Years
The top REIT Mutual funds is AIGYX (8.33%).
Across the lineup, REIT 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 |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 8.33% | — | Dec 1998 | |
| Delaware Ivy Securian Real Estate Securities Fund | 7.56% | — | Feb 1999 | |
| Cromwell CenterSquare Real Estate Fund | 6.22% | — | Dec 1997 | |
| PGIM US Real Estate Fund | 6.00% | — | Dec 2010 | |
| PGIM Real Estate Income Fund | 5.20% | — | Jun 2015 |
Lowest-Cost REIT Mutual funds
The top REIT Mutual funds is FSRNX (0.07%).
With an average expense ratio of 0.99%, REIT 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 |
|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 |
Highest-Yield REIT Mutual funds
The top REIT Mutual funds is GREIX (33.08%).
Across the lineup, REIT 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 |
|---|---|---|---|---|
| Goldman Sachs Real Estate Securities Fund | 33.08% | — | Jul 1998 | |
| Delaware Ivy Securian Real Estate Securities Fund | 21.85% | — | Feb 1999 | |
| abrdn Global Premier Properties Fund | 12.64% | — | Feb 2007 | |
| SEI Institutional Managed Trust Real Estate Fund | 10.57% | — | Nov 2003 | |
| LDR Real Estate Value Opportunity Fund | 9.58% | — | Dec 2002 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
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