Nuveen Real Estate Securities Fund (FARCX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FARCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FARCX
FARCX charges 0.97% annually. There are 55 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | FARCX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | FARCX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | FARCX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | FARCX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | FARCX vs VGRNX |
Best Risk-Adjusted Alternatives to FARCX
FARCX has a PortfoliosLab risk / return rank of 48. There are 10 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | FARCX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | FARCX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | FARCX vs FSREX | |
| Delaware Ivy Securian Real Estate Securities Fund | 71 | — | Feb 1999 | FARCX vs IRSAX | |
| abrdn Realty Income & Growth Fund | 69 | — | Dec 1998 | FARCX vs AIGYX |
Top Performing FARCX Alternatives (YTD)
FARCX is at 16.76% YTD. There are 9 mutual funds in the REIT category with higher YTD returns, going as high as 19.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 19.79% | — | Dec 2010 | FARCX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.79% | — | Dec 1998 | FARCX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.38% | — | Jan 1989 | FARCX vs IVRSX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.29% | — | Feb 1999 | FARCX vs IRSAX | |
| Columbia Real Estate Equity Fund | 18.23% | — | Apr 1994 | FARCX vs CREEX |
Lowest Volatility Alternatives to FARCX
FARCX has 13.61% 1-year volatility. There are 59 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | FARCX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | FARCX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | FARCX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.72% | — | Jun 2014 | FARCX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class C | 4.34% | — | Apr 2010 | FARCX vs FRIOX |
Lowest Drawdown Alternatives to FARCX
FARCX has a 1-year max drawdown of -7.83%. There are 28 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | FARCX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | FARCX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | FARCX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | FARCX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | FARCX vs FRIFX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, TILIX and span 11 categories.
Often Compared With FARCX
Investors most often compare FARCX with PURZX, PTRQX, FREL. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare FARCX with Any Fund or Stock
Compare FARCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FARCX with funds that move differently
Nuveen Real Estate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FARCX.
Explore FARCX Diversifiers