Credio curated the 20 best real estate investment funds. Here’s what the company found:
20. CIRRX – Cohen and Steers Real Estate Securities
10-year annualized return: 7.62 percent | Yield: 2.04 percent | Expense ratio: 1.38 percent | Net assets: $1.34 billion
19. JRIRX – JPMorgan Realty Income 10-year annualized return: 7.66 percent | Yield: 1.58 percent | Expense ratio: 0.73 percent | Net assets: $2.38 billion
18. JIREX – JHFunds2 Real Estate Securities
10-year annualized return: 7.70 percent | Yield: 1.58 percent | Expense ratio: 0.78 percent | Net assets: $568 million
17. VGSIX – Vanguard REIT Index 10-year annualized return: 7.75 percent | Yield: 3.77 percent | Expense ratio: 0.26 percent | Net assets: $51.5 billion
16. ICRPX – VY Clarion Real Estate 10-year annualized return: 7.79 percent | Yield: 1.15 percent | Expense ratio: 1.28 percent | Net assets: $696 million
15. NRFNX – Natixis AEW Real Estate 10-year annualized return: 7.85 percent | Yield: 1.80 percent | Expense ratio: 9.79 percent | Net assets: $229 million
14. STMDX – Stratton Real Estate
10-year annualized return: 7.85 percent | Yield: 1.55 percent | Expense ratio: 0.96 percent | Net assets: $96.9 million
13. TRREX – T. Rowe Price Real Estate 10-year annualized return: 7.86 percent | Yield: 2.25 percent | Expense ratio: 0.76 percent | Net assets: $5.3 billion
12. EIIIX – E.I.I. Realty Securities
10-year annualized return: 7.86 percent | Yield: N/A | Expense ratio: 1.05 percent | Net assets: $19.8 million
11. RRRZX – Deutsche Real Estate Securities 10-year annualized return: 7.87 percent | Yield: 1.98 percent | Expense ratio: 0.55 percent | Net assets: $1.47 billion
10. VRREX – Virtus Real Estate Securities
10-year annualized return: 7.94 percent | Yield: N/A | Expense ratio: 0.00 percent | Net assets: $1.4 billion
9. IARIX – Invesco Real Estate 10-year annualized return: 7.99 percent | Yield: 1.08 percent | Expense ratio: 0.87 percent | Net assets: $2.2 billion
8. CSRSX – Cohen and Steers Realty Shares
10-year annualized return: 8.18 percent | Yield: 2.33 percent | Expense ratio: 0.97 percent | Net assets: $5.8 billion
7. VREQX – Voya Real Estate 10-year annualized return: 8.30 percent | Yield: 2.48 percent | Expense ratio: 0.86 percent | Net assets: $1.37 billion
6. NRREX – Neuberger Berman Real Estate
10-year annualized return: 8.63 percent | Yield: 2.49 percent | Expense ratio: 0.78 percent | Net assets: $829 million
5. PREPX – Principal Real Estate Securities 10-year annualized return: 8.63 percent | Yield: 1.29 percent | Expense ratio: 1.09 percent | Net assets: $2.37 billion
4. MRESX – AMG Managers Real Estate Securities
10-year annualized return: 8.90 percent | Yield: 1.66 percent | Expense ratio: 1.19 percent | Net assets: $350 million
3. HLPPX – REMS Real Estate Value Opportunity 10-year annualized return: 9.23 percent | Yield: 1.64 percent | Expense ratio: 1.61 percent | Net assets: $414 million
2. CGMRX – CGM Realty
10-year annualized return: 9.86 percent | Yield: 0.27 percent | Expense ratio: 0.92 percent | Net assets: $1.14 billion
1. PETPX – PIMCO Real Estate Real Return Strategy 10-year annualized return: 10.33 percent | Yield: 36.35 percent | Expense ratio: 0.84 percent | Net assets: $1.98 billion