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 Real Estate Index Fund | 0.07% | — | Aug 2011 | MRESX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | MRESX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | MRESX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | 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 36. There are 28 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 | 99 | — | Oct 1995 | MRESX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | — | Oct 2011 | MRESX vs FSREX | |
| Fidelity Real Estate Income Fund | 72 | — | Feb 2003 | MRESX vs FRIFX | |
| Delaware Ivy Securian Real Estate Securities Fund | 72 | — | Feb 1999 | MRESX vs IRSAX |
Top Performing MRESX Alternatives (YTD)
MRESX is at 16.92% YTD. There are 10 mutual funds in the REIT category with higher YTD returns, going as high as 20.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 20.24% | — | Dec 2010 | MRESX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 19.18% | — | Dec 1998 | MRESX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.89% | — | Jan 1989 | MRESX vs IVRSX | |
| Columbia Real Estate Equity Fund | 18.78% | — | Apr 1994 | MRESX vs CREEX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.60% | — | Feb 1999 | MRESX vs IRSAX |
Lowest Volatility Alternatives to MRESX
MRESX has 14.37% 1-year volatility. There are 96 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 | MRESX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | MRESX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | MRESX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | MRESX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.23% | — | Feb 2003 | MRESX vs FRIFX |
Lowest Drawdown Alternatives to MRESX
MRESX has a 1-year max drawdown of -7.92%. There are 33 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 | -0.29% | — | 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 | 88 | 15.26% | — | Jul 1992 | MRESX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 86 | 21.97% | — | May 1997 | MRESX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 20 | -0.29% | — | Apr 1993 | MRESX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 18 | 21.57% | — | Jan 2017 | MRESX vs YFSIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -4.09% | — | Jan 1991 | MRESX vs BLUEX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 7 | 7.66% | — | Mar 2007 | MRESX vs ARSMX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 6.67% | — | Mar 2005 | MRESX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 3 | 8.44% | — | Jun 2005 | MRESX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -1.63% | — | Aug 1992 | MRESX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 36 | 23.89% | — | 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