Natixis Funds Trust IV AEW Global Focused Real Estate Fund (NRFYX) 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 NRFYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NRFYX
NRFYX charges 0.90% annually. There are 40 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 | NRFYX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | NRFYX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | NRFYX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | NRFYX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | NRFYX vs VGRNX |
Best Risk-Adjusted Alternatives to NRFYX
NRFYX has a PortfoliosLab risk / return rank of 21. 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 | NRFYX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | NRFYX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | NRFYX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 51 | — | Oct 2018 | NRFYX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class M | 49 | — | Apr 2010 | NRFYX vs FRIQX |
Top Performing NRFYX Alternatives (YTD)
NRFYX is at 10.28% YTD. There are 58 mutual funds in the REIT category with higher YTD returns, going as high as 18.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 18.55% | — | Dec 2010 | NRFYX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.01% | — | Dec 1998 | NRFYX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 17.46% | — | Jan 1989 | NRFYX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 17.09% | — | Mar 1995 | NRFYX vs PHRAX | |
| Great-West Real Estate Index Fund | 17.02% | — | Nov 2012 | NRFYX vs MXREX |
Lowest Volatility Alternatives to NRFYX
NRFYX has 13.40% 1-year volatility. There are 54 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 | NRFYX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | NRFYX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | NRFYX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.73% | — | Jun 2014 | NRFYX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | NRFYX vs FRINX |
Lowest Drawdown Alternatives to NRFYX
NRFYX has a 1-year max drawdown of -10.10%. There are 71 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 | NRFYX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | NRFYX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | NRFYX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | NRFYX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | NRFYX vs FRIFX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LSIIX, LGRRX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 4 | -7.22% | — | May 1991 | NRFYX vs LSGRX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 12 | 0.25% | — | Dec 1996 | NRFYX vs LSIIX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 4 | -7.36% | — | Feb 2013 | NRFYX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 52 | 8.43% | — | Sep 2008 | NRFYX vs GAFYX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 20 | 0.14% | — | Nov 1973 | NRFYX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 8 | -1.87% | — | Mar 2016 | NRFYX vs ESGYX | |
| Gateway Fund | Options Trading | 55 | 3.31% | — | Dec 1977 | NRFYX vs GATEX | |
| Gateway Equity Call Premium Fund | Options Trading | 76 | 4.26% | — | Sep 2014 | NRFYX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 9 | -3.30% | — | Jul 1994 | NRFYX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 15 | -1.60% | — | May 1931 | NRFYX vs NEFOX |
Often Compared With NRFYX
Investors most often compare NRFYX with FRESX, CRARX, GTEYX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare NRFYX with Any Fund or Stock
Compare NRFYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NRFYX with funds that move differently
Natixis Funds Trust IV AEW Global Focused Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NRFYX.
Explore NRFYX Diversifiers