CBRE Global Real Estate Income Fund (IGR) Alternatives
CBRE Global Real Estate Income Fund (IGR) 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 IGR. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to IGR
IGR charges 0.04% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among IGR alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | IGR vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | IGR vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | IGR vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | IGR vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | IGR vs VGRNX |
Best Risk-Adjusted Alternatives to IGR
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | IGR vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | IGR vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | IGR vs FSREX | |
| American Funds Real Estate Index Fund Class R-6 | 53 | Mar 31, 2023 | IGR vs RERFX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | IGR vs FIKMX |
Top Performing IGR Alternatives (YTD)
IGR alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | IGR vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | IGR vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | IGR vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | IGR vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | IGR vs IVRSX |
Lowest Volatility Alternatives to IGR
IGR alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | IGR vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | IGR vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | IGR vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | IGR vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | IGR vs FRIRX |
Lowest Drawdown Alternatives to IGR
IGR alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | IGR vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | IGR vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | IGR vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | IGR vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | IGR vs FRINX |
Other Mutual Funds from CBRE
Most popular CBRE mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| NYLI CBRE Global Infrastructure Megatrends Term Fu... | Global Equities | 69 | 9.55% | Jan 1, 2021 | IGR vs MEGI |
Often Compared With IGR
What investors most often compare with IGR, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Residential REIT ETF | REIT | 4 | -3.10% | Feb 28, 2022 | IGR vs HAUS | |
| Vanguard Real Estate ETF | REIT | 16 | 1.31% | Sep 23, 2004 | IGR vs VNQ | |
| Realty Income Corporation | 65 | 9.95% | — | IGR vs O | ||
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | IGR vs FIKLX | |
| iShares Russell 1000 Growth ETF | Large Cap Growth Equities | 51 | -9.83% | May 22, 2000 | IGR vs IWF | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | IGR vs SOAAX | |
| Cohen & Steers Total Return Realty Fund | REIT | 6 | 2.96% | — | IGR vs RFI | |
| Cohen & Steers International Realty Fund | REIT | 42 | -4.81% | Mar 30, 2005 | IGR vs IRFIX |
Compare IGR with Any Fund or Stock
Compare IGR with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.