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 a closer substitute for your current allocation.
Cheapest Alternatives to MRESX
MRESX charges 1.02% annually. There are 64 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | MRESX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | MRESX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | MRESX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | MRESX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | MRESX vs VGRNX |
Best Risk-Adjusted Alternatives to MRESX
MRESX has a PortfoliosLab risk / return rank of 13. There are 30 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 | MRESX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | MRESX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | MRESX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | MRESX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | MRESX vs FRIRX |
Top Performing MRESX Alternatives (YTD)
MRESX is at 11.76% YTD. There are 8 mutual funds in the REIT category with higher YTD returns, going as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | MRESX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | MRESX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | MRESX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | MRESX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | MRESX vs PRRSX |
Lowest Volatility Alternatives to MRESX
MRESX has 13.74% 1-year volatility. There are 96 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 | MRESX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | MRESX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | MRESX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | MRESX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | MRESX vs FRINX |
Lowest Drawdown Alternatives to MRESX
MRESX has a 1-year max drawdown of -7.92%. There are 34 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 | MRESX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | MRESX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | MRESX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | MRESX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | MRESX vs FRIFX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YACKX, YAFFX, MBDFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 13 | 19.98% | — | Jul 1992 | MRESX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 25 | 30.77% | — | May 1997 | MRESX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 19 | -0.05% | — | Apr 1993 | MRESX vs MBDFX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 3 | -0.63% | — | Mar 2007 | MRESX vs ARSMX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 32 | 27.94% | — | Jan 2017 | MRESX vs YFSIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -6.58% | — | Jan 1991 | MRESX vs BLUEX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 5.07% | — | Mar 2005 | MRESX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -4.53% | — | Aug 1992 | MRESX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -0.70% | — | Jun 2005 | MRESX vs ARSVX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 27 | 18.45% | — | Apr 1987 | MRESX vs SKSEX |
Often Compared With MRESX
Investors most often compare MRESX with FRESX, SWPPX, CHTTX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MRESX with Any Fund or Stock
Compare MRESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MRESX with funds that move differently
Cromwell CenterSquare Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MRESX.
Explore MRESX Diversifiers