Cromwell CenterSquare Real Estate Fund (MRESX) Alternatives
Cromwell CenterSquare Real Estate Fund (MRESX) 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 MRESX. 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 MRESX
MRESX charges 1.02% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among MRESX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | MRESX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | MRESX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | MRESX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | MRESX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | MRESX vs VGRNX |
Best Risk-Adjusted Alternatives to MRESX
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 | MRESX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | MRESX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | MRESX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | MRESX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | MRESX vs FRIFX |
Top Performing MRESX Alternatives (YTD)
MRESX 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 | MRESX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | MRESX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | MRESX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | MRESX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | MRESX vs IVRSX |
Lowest Volatility Alternatives to MRESX
MRESX 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 | MRESX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | MRESX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | MRESX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | MRESX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | MRESX vs FRIRX |
Lowest Drawdown Alternatives to MRESX
MRESX 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 | MRESX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | MRESX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | MRESX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | MRESX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | MRESX vs FRINX |
Other Mutual Funds from AMG
Most popular AMG mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 10 | 4.19% | Jul 6, 1992 | MRESX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 21 | 8.59% | May 1, 1997 | MRESX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 41 | -0.93% | Apr 30, 1993 | MRESX vs MBDFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -10.97% | Mar 4, 2005 | MRESX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -6.16% | Aug 14, 1992 | MRESX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -4.60% | Jun 28, 2005 | MRESX vs ARSVX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 3 | -4.28% | Sep 19, 1994 | MRESX vs CHTTX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 70 | -3.89% | Dec 30, 1985 | MRESX vs BRWIX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 43 | 2.36% | Oct 1, 2003 | MRESX vs SSSFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 11 | 1.27% | Apr 23, 1987 | MRESX vs SKSEX |
Often Compared With MRESX
What investors most often compare with MRESX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | MRESX vs SWPPX | |
| Fidelity Real Estate Investment Portfolio | REIT | 8 | 1.88% | Nov 17, 1986 | MRESX vs FRESX |
Compare MRESX with Any Fund or Stock
Compare MRESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.