West Loop Realty Fund (REIIX) 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 REIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to REIIX
REIIX charges 1.43% annually. There are 96 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 | REIIX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | REIIX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | REIIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | REIIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | REIIX vs VGRNX |
Best Risk-Adjusted Alternatives to REIIX
Among 108 mutual funds in the REIT category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | REIIX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | REIIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 88 | — | Oct 2011 | REIIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 47 | — | Oct 2018 | REIIX vs FIKMX | |
| Fidelity Real Estate Income Fund | 46 | — | Feb 2003 | REIIX vs FRIFX |
Top Performing REIIX Alternatives (YTD)
Among 108 mutual funds in the REIT category with YTD return data, the top-performing alternatives shown here go as high as 13.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 13.17% | — | Dec 2010 | REIIX vs PJEZX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.55% | — | Oct 2003 | REIIX vs PRRSX | |
| MainStay CBRE Real Estate Fund | 12.52% | — | Dec 1996 | REIIX vs CRARX | |
| VY CBRE Real Estate Portfolio | 12.36% | — | Jan 1989 | REIIX vs IVRSX | |
| LDR Real Estate Value Opportunity Fund | 12.31% | — | Dec 2002 | REIIX vs HLRRX |
Lowest Volatility Alternatives to REIIX
Among 108 mutual funds in the REIT category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | REIIX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | REIIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | REIIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | REIIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | REIIX vs FRINX |
Lowest Drawdown Alternatives to REIIX
Among 108 mutual funds in the REIT category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | REIIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | REIIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | REIIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | REIIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | REIIX vs FRIFX |
Other Mutual Funds from Liberty Street
The 2 most viewed Liberty Street mutual funds shown here include ROBNX, RBNNX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Robinson Tax Advantaged Income Fund | Municipal Bonds | 43 | 3.33% | — | Sep 2014 | REIIX vs ROBNX | |
| Robinson Opportunistic Income Fund | High Yield Bonds | 10 | -0.99% | — | Dec 2015 | REIIX vs RBNNX |
Often Compared With REIIX
Investors most often compare REIIX with SPY, VOO, SOAAX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare REIIX with Any Fund or Stock
Compare REIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair REIIX with funds that move differently
West Loop Realty Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to REIIX.
Explore REIIX Diversifiers