Franklin Real Estate Securities Fund (FREEX) 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 FREEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FREEX
FREEX charges 1.11% annually. There are 74 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 | FREEX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | FREEX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | FREEX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | FREEX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | FREEX vs VGRNX |
Best Risk-Adjusted Alternatives to FREEX
FREEX has a PortfoliosLab risk / return rank of 42. There are 58 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 | FREEX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | FREEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | FREEX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | FREEX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | FREEX vs IRSAX |
Top Performing FREEX Alternatives (YTD)
FREEX is at 17.03% YTD. There are 24 mutual funds in the REIT category with higher YTD returns, going as high as 22.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 22.21% | — | Dec 2010 | FREEX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 21.63% | — | Dec 1998 | FREEX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.91% | — | Jan 1989 | FREEX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.77% | — | Mar 1995 | FREEX vs PHRAX | |
| Columbia Real Estate Equity Fund | 20.76% | — | Apr 1994 | FREEX vs CREEX |
Lowest Volatility Alternatives to FREEX
FREEX has 13.68% 1-year volatility. There are 61 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | FREEX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | FREEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.48% | — | Oct 2011 | FREEX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.77% | — | Jun 2014 | FREEX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.21% | — | Feb 2003 | FREEX vs FRIFX |
Lowest Drawdown Alternatives to FREEX
FREEX has a 1-year max drawdown of -7.76%. There are 23 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 | FREEX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | FREEX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | FREEX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | FREEX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | FREEX vs FRIFX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 1.52% | — | Jan 1968 | FREEX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | FREEX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | FREEX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | FREEX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | FREEX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | FREEX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | FREEX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | FREEX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | FREEX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | FREEX vs SHRAX |
Often Compared With FREEX
Investors most often compare FREEX with TQQQ, TPINX, SOAAX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FREEX with Any Fund or Stock
Compare FREEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FREEX with funds that move differently
Franklin Real Estate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FREEX.
Explore FREEX Diversifiers