Real Estate Medalist Funds
Real estate sector funds help you gain exposure to mortgage companies, property management companies, and REITs.
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|
Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
|
|---|---|---|---|---|---|---|---|
| Virtus Duff & Phelps Real Estate Secs R6
VRREX
| 0.790% | 6.48% | −0.71% | 4.81% | 352.64 Mil | ||
| Virtus Duff & Phelps Real Estate Secs I
PHRIX
| 1.120% | 6.21% | −1.02% | 4.49% | 352.64 Mil | ||
| Third Avenue Real Estate Value Z
TARZX
| 1.050% | 14.77% | −0.20% | 2.86% | 287.69 Mil | ||
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WZXTXL
| 1.150% | 14.61% | −0.31% | 2.77% | 287.69 Mil | ||
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BSBZN
| 1.000% | 5.83% | −1.08% | 4.33% | 63.87 Mil | ||
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QCPZZ
| 1.000% | 5.75% | −1.07% | 4.31% | 63.87 Mil | ||
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LRRHP
| 1.000% | 10.76% | −2.48% | 5.66% | 29.90 Mil | ||
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JFQHW
| 0.900% | 10.87% | −2.37% | 5.79% | 29.90 Mil | ||
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FZNV
| 0.600% | 2.65% | −1.75% | 6.23% | 205.14 Mil | ||
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QVW
| 0.400% | 6.70% | −1.17% | 4.62% | 111.70 Mil | ||
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DHYXR
| 0.800% | 6.69% | −0.64% | 4.64% | 5.40 Bil | ||
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BQYVL
| 0.880% | 6.60% | −0.73% | 4.55% | 5.40 Bil | ||
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WTPMB
| 0.880% | 6.60% | −0.72% | 4.56% | 5.40 Bil | ||
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ZCFPT
| 0.750% | 7.71% | −0.85% | 4.67% | 7.21 Bil | ||
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SPVVHP
| 0.840% | 7.63% | −0.93% | 4.58% | 7.21 Bil | ||
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VCYZNQ
| 0.750% | 7.71% | −0.85% | 4.67% | 7.21 Bil | ||
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SKVLT
| 0.750% | 6.62% | −0.62% | 4.71% | 6.62 Bil | ||
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BWCPBL
| 1.060% | 7.65% | −1.58% | 12.52% | 1.75 Bil | ||
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GLTSWG
| 1.060% | 7.68% | −1.57% | 12.52% | 1.75 Bil | ||
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HYSWX
| 1.050% | 7.21% | −2.39% | 7.78% | 145.77 Mil | ||
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TQWMFP
| 0.800% | 7.48% | −2.16% | 7.95% | 145.77 Mil | ||
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YBHWW
| 0.800% | 7.47% | −2.14% | 7.99% | 145.77 Mil | ||
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MZXRZT
| 0.770% | 11.86% | −1.25% | 3.91% | 803.46 Mil | ||
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SQBTYW
| 0.770% | 11.87% | −1.23% | 3.91% | 803.46 Mil | ||
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KBDSG
| 0.920% | 11.70% | −1.39% | 3.75% | 803.46 Mil |