PGIM Select Real Estate Fund (SREZX) 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 SREZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SREZX
SREZX charges 1.01% annually. There are 61 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 | SREZX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | SREZX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | SREZX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | SREZX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | SREZX vs VGRNX |
Best Risk-Adjusted Alternatives to SREZX
SREZX has a PortfoliosLab risk / return rank of 34. There are 32 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 | SREZX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | SREZX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | — | Oct 2011 | SREZX vs FSREX | |
| Fidelity Real Estate Income Fund | 72 | — | Feb 2003 | SREZX vs FRIFX | |
| Delaware Ivy Securian Real Estate Securities Fund | 72 | — | Feb 1999 | SREZX vs IRSAX |
Top Performing SREZX Alternatives (YTD)
SREZX is at 13.53% YTD. There are 42 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 | SREZX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 19.18% | — | Dec 1998 | SREZX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.89% | — | Jan 1989 | SREZX vs IVRSX | |
| Columbia Real Estate Equity Fund | 18.78% | — | Apr 1994 | SREZX vs CREEX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.60% | — | Feb 1999 | SREZX vs IRSAX |
Lowest Volatility Alternatives to SREZX
SREZX has 12.49% 1-year volatility. There are 43 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 | SREZX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | SREZX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | SREZX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | SREZX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.23% | — | Feb 2003 | SREZX vs FRIFX |
Lowest Drawdown Alternatives to SREZX
SREZX has a 1-year max drawdown of -9.60%. There are 61 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 | SREZX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | SREZX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | SREZX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | SREZX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | SREZX vs FRIFX |
Other Mutual Funds from PGIM
The 10 most viewed PGIM mutual funds shown here include PJFAX, PHYQX, PTRQX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PGIM Jennison Growth Fund | Large Cap Growth Equities | 13 | 7.19% | — | Nov 1995 | SREZX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 74 | 2.01% | — | Oct 2011 | SREZX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 32 | 0.39% | — | Dec 2010 | SREZX vs PTRQX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 30 | 0.34% | — | Jan 1997 | SREZX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 61 | 1.30% | — | Dec 2013 | SREZX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 96 | 2.82% | — | Mar 2011 | SREZX vs FRFZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 82 | 7.75% | — | Sep 2017 | SREZX vs PALDX | |
| PGIM High Yield Fund | High Yield Bonds | 73 | 1.83% | — | Jan 1990 | SREZX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 75 | 1.66% | — | Oct 2012 | SREZX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 7 | 7.10% | — | Jun 2012 | SREZX vs PWJZX |
Often Compared With SREZX
Investors most often compare SREZX with FSHOX, XHB, BND. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SREZX with Any Fund or Stock
Compare SREZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SREZX with funds that move differently
PGIM Select Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SREZX.
Explore SREZX Diversifiers