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Real Estate

Real estate mutual funds and ETFs invest primarily in securities offered by... Real estate mutual funds and ETFs invest primarily in securities offered by public real estate companies, including commercial and corporate properties. Many of these funds have indirect exposure to Real Estate Investment Trusts (REITs). REITs may own both commercial and residential properties. These funds are popular with investors because they offer the potential for both capital appreciation and ongoing income generation. Capital appreciation can occur when a fund’s property rises in value, either due to improvements (i.e. renovations or rezoning) or broader real estate market trends. Income is generated via rents, either from commercial or residential tenants. Real estate mutual funds and ETFs are considered to be an alternative asset class because their returns are usually not directly correlated with the overall stock market. This can be attractive for investors as it may provide an uncorrelated stream of returns for their portfolio. However, the real estate market and broader economy often move roughly together with each other, meaning that these funds may not be a safe haven in times of recession or crisis. Last Updated: 12/24/2024 View more View less

Real estate mutual funds and ETFs invest primarily in securities offered by public real estate companies, including commercial and corporate properties. Many of these funds have indirect exposure to Real Estate Investment Trusts... Real estate mutual funds and ETFs invest primarily in securities offered by public real estate companies, including commercial and corporate properties. Many of these funds have indirect exposure to Real Estate Investment Trusts (REITs). REITs may own both commercial and residential properties. These funds are popular with investors because they offer the potential for both capital appreciation and ongoing income generation. Capital appreciation can occur when a fund’s property rises in value, either due to improvements (i.e. renovations or rezoning) or broader real estate market trends. Income is generated via rents, either from commercial or residential tenants. Real estate mutual funds and ETFs are considered to be an alternative asset class because their returns are usually not directly correlated with the overall stock market. This can be attractive for investors as it may provide an uncorrelated stream of returns for their portfolio. However, the real estate market and broader economy often move roughly together with each other, meaning that these funds may not be a safe haven in times of recession or crisis. Last Updated: 12/24/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 12/20/24
Vanguard Real Estate Index Fund

VNQ | ETF |

$89.33

+1.68%

$70.79 B

3.83%

$3.42

4.87%

-3.91%

3.10%

4.95%

0.13%

Strategic Advisers Fidelity Core Income Fund

FIWGX | Fund | Other

$9.02

+0.22%

$69.01 B

3.91%

$0.35

2.45%

-1.87%

0.76%

-

0.42%

Vanguard Mortgage-Backed Securities Index Fund

VMBS | ETF |

$45.54

+0.53%

$20.11 B

3.96%

$1.80

2.49%

-1.82%

-0.56%

0.97%

0.04%

Schwab U.S. REIT ETF

SCHH | ETF |

$20.87

+1.56%

$8.14 B

4.64%

$0.97

4.80%

-3.52%

1.24%

3.38%

0.07%

The Real Estate Select Sector SPDR Fund

XLRE | ETF |

$40.79

+1.82%

$7.93 B

3.05%

$1.25

5.13%

-3.56%

4.68%

-

0.09%

DFA Global Real Estate Securities Portfolio

DFGEX | Fund | Other

$10.05

+1.62%

$7.48 B

3.86%

$0.38

2.32%

-4.52%

1.06%

3.80%

0.31%

SPDR® Portfolio Mortgage Backed Bond ETF

SPMB | ETF |

$21.53

+0.47%

$5.72 B

5.71%

$1.23

1.81%

-2.13%

-0.77%

0.82%

0.05%

iShares U.S. Real Estate ETF

IYR | ETF |

$92.39

+1.82%

$4.99 B

3.46%

$3.19

4.39%

-3.70%

2.94%

5.05%

0.39%

Janus Henderson Mortgage-Backed Securities ETF

JMBS | Active ETF

$44.43

+0.57%

$4.80 B

8.37%

$3.72

2.50%

-1.66%

0.11%

-

0.26%

Bluerock Total Income (plus) Real Estate Fund

TIPLX | Fund | Other

$25.65

+0.04%

$4.56 B

5.33%

$1.37

-7.29%

-2.81%

2.08%

-

2.35%

Apollo Diversified Real Estate Fund

GCREX | Fund | Other

$23.40

+0.52%

$4.49 B

5.36%

$1.25

2.20%

-0.36%

3.20%

-

2.73%

iShares Global REIT ETF

REET | ETF |

$23.82

+1.66%

$4.01 B

6.93%

$1.65

2.82%

-4.16%

0.65%

3.06%

0.14%

Vanguard Global ex-U.S. Real Estate Index Fund

VNQI | ETF |

$39.22

-3.75%

$3.65 B

5.20%

$2.04

-1.83%

-6.51%

-4.38%

1.13%

0.12%

iShares Core U.S. REIT ETF

USRT | ETF |

$56.88

+1.63%

$2.98 B

3.57%

$2.03

8.55%

-1.47%

4.46%

5.49%

0.08%

Fidelity Real Estate Index Fund

FSRNX | Fund | Other

$16.00

+0.25%

$2.79 B

3.38%

$0.54

3.52%

-4.26%

1.76%

3.66%

0.07%

Fidelity Real Estate Investment Portfolio

FRESX | Fund | Other

$38.30

-1.69%

$2.60 B

2.63%

$1.01

2.06%

-4.10%

2.61%

4.65%

0.65%

iShares Cohen & Steers REIT ETF

ICF | ETF |

$59.84

+1.77%

$2.18 B

3.39%

$2.03

5.47%

-4.01%

3.47%

5.00%

0.33%

Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund

XRQIX | Fund | Other

$12.75

+1.84%

$2.05 B

0.00%

-

-1.47%

-10.21%

-2.74%

2.52%

1.91%

Versus Capital Real Estate Fund LLC

VCMIX | Fund | Other

$24.57

+0.20%

$2.00 B

4.08%

$1.00

-1.96%

-4.03%

0.81%

3.33%

1.24%

SPDR® Dow Jones REIT ETF

RWR | ETF |

$99.49

+1.69%

$1.99 B

3.39%

$3.37

7.67%

-2.48%

3.63%

4.40%

0.25%

Real Estate Securities Fund

TLRSX | Fund | Other

$13.82

+1.77%

$1.58 B

2.93%

$0.40

4.64%

-5.00%

3.56%

-

0.65%

SPDR® Dow Jones Global Real Estate ETF

RWO | ETF |

$43.06

+1.53%

$1.21 B

3.71%

$1.60

1.75%

-4.81%

0.41%

2.30%

0.50%

iShares Residential and Multisector Real Estate ETF

REZ | ETF |

$80.57

+1.94%

$1.20 B

3.18%

$2.56

13.40%

-2.66%

4.66%

6.51%

0.48%

Cohen & Steers REIT and Preferred and Income Fund Inc

XRNPX | Fund | Other

$20.99

+1.16%

$1.18 B

0.00%

-

1.50%

-9.68%

-3.04%

2.70%

1.78%

GLOBAL REAL ESTATE INDEX FUND

NGREX | Fund | Other

$9.48

+1.39%

$1.17 B

3.19%

$0.30

3.21%

-4.40%

-0.56%

2.54%

0.48%

Fidelity MSCI Real Estate Index ETF

FREL | ETF |

$26.87

+0.98%

$1.10 B

3.33%

$0.90

5.28%

-3.76%

3.24%

-

0.08%

JPMorgan BetaBuilders MSCI US REIT ETF

BBRE | ETF |

$93.88

+1.76%

$1.01 B

3.08%

$2.89

8.34%

-1.63%

4.60%

-

0.11%

CBRE Global Real Estate Income Fund

XIGRX | Fund | Other

$5.04

+0.60%

$979.36 M

0.00%

-

-17.38%

-20.60%

-10.41%

-3.99%

1.46%

Xtrackers International Real Estate ETF

HAUZ | ETF |

$19.73

-0.50%

$736.37 M

4.68%

$0.92

-4.04%

-7.38%

-4.03%

1.09%

0.10%

iShares Mortgage Real Estate ETF

REM | ETF |

$21.44

+1.90%

$645.93 M

16.26%

$3.49

-1.95%

-6.27%

-5.17%

1.57%

0.48%

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