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 a closer substitute for your current allocation.
Cheapest Alternatives to IGR
IGR charges 0.04% annually. No mutual funds in the REIT category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | IGR vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | IGR vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | IGR vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | IGR vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | IGR vs VGRNX |
Best Risk-Adjusted Alternatives to IGR
IGR has a PortfoliosLab risk / return rank of 16. There are 93 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 | IGR vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | IGR vs QREARX | |
| T. Rowe Price Real Estate Fund Class I | 93 | — | Sep 2001 | IGR vs REIPX | |
| Fidelity Series Real Estate Income Fund | 85 | — | Oct 2011 | IGR vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | IGR vs AIGYX |
Top Performing IGR Alternatives (YTD)
IGR is at 16.58% YTD. There are 22 mutual funds in the REIT category with higher YTD returns, going as high as 21.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 21.10% | — | Dec 2010 | IGR vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.94% | — | Dec 1998 | IGR vs AIGYX | |
| Columbia Real Estate Equity Fund | 20.10% | — | Apr 1994 | IGR vs CREEX | |
| VY CBRE Real Estate Portfolio | 20.10% | — | Jan 1989 | IGR vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.09% | — | Mar 1995 | IGR vs PHRAX |
Lowest Volatility Alternatives to IGR
IGR has 18.41% 1-year volatility. There are 108 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.45% | — | Jun 2023 | IGR vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | IGR vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | IGR vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.75% | — | Jun 2014 | IGR vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.18% | — | Feb 2003 | IGR vs FRIFX |
Lowest Drawdown Alternatives to IGR
IGR has a 1-year max drawdown of -16.12%. There are 109 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 | IGR vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | IGR vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | IGR vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | IGR vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | IGR vs FRIFX |
Other Mutual Funds from CBRE
The 1 most viewed CBRE mutual funds shown here include MEGI and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| NYLI CBRE Global Infrastructure Megatrends Term Fu... | Infrastructure Equities, Global Equities | 38 | 17.37% | — | Jan 2021 | IGR vs MEGI |
Often Compared With IGR
Investors most often compare IGR with HAUS, FIKLX, RERFX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare IGR with Any Fund or Stock
Compare IGR with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IGR with funds that move differently
CBRE Global Real Estate Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IGR.
Explore IGR Diversifiers