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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: 11/22/2024 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: 11/22/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 11/21/24
Strategic Advisers Fidelity Core Income Fund

FIWGX | Fund | Other

$9.08

0.00%

$69.01 B

4.35%

$0.39

7.42%

-1.65%

0.85%

-

0.42%

Vanguard Real Estate Index Fund

VNQ | ETF |

$94.82

-0.13%

$61.42 B

3.44%

$3.25

24.88%

-0.84%

4.49%

5.98%

0.13%

Vanguard Mortgage-Backed Securities Index Fund

VMBS | ETF |

$45.66

+0.02%

$18.69 B

4.02%

$1.83

6.72%

-1.95%

-0.62%

0.93%

0.04%

DFA Global Real Estate Securities Portfolio

DFGEX | Fund | Other

$11.03

-0.45%

$7.48 B

3.11%

$0.34

19.86%

-1.76%

2.23%

4.72%

0.31%

Schwab U.S. REIT ETF

SCHH | ETF |

$22.45

-0.31%

$6.36 B

2.48%

$0.56

24.55%

-0.40%

2.25%

4.53%

0.07%

The Real Estate Select Sector SPDR Fund

XLRE | ETF |

$43.76

+0.67%

$5.92 B

2.87%

$1.25

24.73%

-0.06%

6.07%

-

0.09%

SPDR® Portfolio Mortgage Backed Bond ETF

SPMB | ETF |

$21.72

-0.05%

$5.02 B

3.64%

$0.79

6.42%

-2.16%

-0.77%

0.81%

0.05%

Bluerock Total Income+ Real Estate Fund

TIPLX | Fund | Other

$26.12

-0.08%

$4.72 B

5.38%

$1.41

-8.45%

-2.56%

2.25%

-

2.35%

Apollo Diversified Real Estate Fund

GCREX | Fund | Other

$24.13

+0.25%

$4.41 B

5.30%

$1.28

5.97%

1.19%

3.37%

-

2.73%

Janus Henderson Mortgage-Backed Securities ETF

JMBS | Active ETF

$44.76

+0.11%

$3.91 B

5.15%

$2.30

6.85%

-1.75%

0.13%

-

0.26%

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

VNQI | ETF |

$42.35

-0.54%

$3.74 B

0.00%

-

8.40%

-6.67%

-3.37%

0.97%

0.12%

iShares U.S. Real Estate ETF

IYR | ETF |

$99.62

+0.72%

$3.47 B

2.88%

$2.85

23.84%

-0.67%

4.27%

6.07%

0.39%

iShares Global REIT ETF

REET | ETF |

$25.72

+0.43%

$3.45 B

3.93%

$1.01

20.74%

-1.78%

1.55%

3.92%

0.14%

Fidelity Real Estate Index Fund

FSRNX | Fund | Other

$17.22

-0.12%

$2.79 B

3.17%

$0.54

24.35%

-0.56%

2.84%

4.85%

0.07%

Fidelity Real Estate Investment Portfolio

FRESX | Fund | Other

$42.19

+0.50%

$2.60 B

2.41%

$1.01

23.52%

0.53%

4.37%

6.11%

0.65%

iShares Core U.S. REIT ETF

USRT | ETF |

$61.01

+0.69%

$2.34 B

3.68%

$2.23

28.58%

1.18%

5.38%

6.46%

0.08%

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

XRQIX | Fund | Other

$13.85

-0.43%

$2.05 B

0.00%

-

19.19%

-6.71%

-1.12%

3.94%

1.91%

Versus Capital Multi-Manager Real Estate Income Fund LLC

VCMIX | Fund | Other

$24.75

-0.08%

$2.03 B

4.05%

$1.00

-3.42%

-3.19%

0.82%

3.40%

1.24%

iShares Cohen & Steers REIT ETF

ICF | ETF |

$64.53

+0.70%

$2.03 B

3.62%

$2.33

24.19%

-0.74%

4.58%

6.17%

0.33%

Real Estate Securities Fund

TLRSX | Fund | Other

$14.67

-0.34%

$1.58 B

2.74%

$0.40

23.66%

-2.24%

4.83%

-

0.65%

SPDR® Dow Jones REIT ETF

RWR | ETF |

$104.80

-0.43%

$1.35 B

3.23%

$3.37

27.25%

-0.02%

4.21%

5.46%

0.25%

SPDR® Dow Jones Global Real Estate ETF

RWO | ETF |

$45.47

+0.38%

$1.19 B

3.53%

$1.60

18.96%

-2.88%

0.96%

3.06%

0.50%

Cohen & Steers REIT and Preferred and Income Fund Inc

XRNPX | Fund | Other

$22.12

-0.32%

$1.18 B

0.00%

-

16.42%

-7.49%

-1.93%

3.61%

1.78%

GLOBAL REAL ESTATE INDEX FUND

NGREX | Fund | Other

$10.04

-0.50%

$1.14 B

2.98%

$0.30

18.25%

-2.84%

0.61%

3.17%

0.48%

CBRE Global Real Estate Income Fund

XIGRX | Fund | Other

$5.49

-1.96%

$979.36 M

0.00%

-

5.37%

-18.20%

-8.90%

-2.92%

1.46%

Fidelity MSCI Real Estate Index ETF

FREL | ETF |

$28.71

-0.23%

$962.41 M

3.07%

$0.88

24.95%

-0.77%

4.50%

-

0.08%

JPMorgan BetaBuilders MSCI US REIT ETF

BBRE | ETF |

$99.89

+0.68%

$798.81 M

2.89%

$2.89

28.35%

1.04%

5.35%

-

0.11%

Xtrackers International Real Estate ETF

HAUZ | ETF |

$20.91

-0.69%

$701.68 M

4.07%

$0.86

7.27%

-7.01%

-2.98%

1.31%

0.10%

iShares Residential and Multisector Real Estate ETF

REZ | ETF |

$87.52

+0.91%

$633.92 M

2.24%

$1.96

33.92%

0.68%

5.57%

7.68%

0.48%

iShares Mortgage Real Estate ETF

REM | ETF |

$22.88

+1.15%

$622.53 M

9.47%

$2.16

11.36%

-6.72%

-4.03%

1.66%

0.48%

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