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% | 8.19% | −0.39% | 5.40% | 353.06 Mil | ||
| Third Avenue Real Estate Value Z
TARZX
| 1.050% | 13.56% | −0.44% | 2.90% | 285.38 Mil | ||
| Third Avenue Real Estate Value Instl
TAREX
| 1.150% | 13.47% | −0.54% | 2.81% | 285.38 Mil | ||
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MFJZY
| 1.000% | 3.45% | −1.20% | 4.09% | 62.41 Mil | ||
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ZKPT
| 1.000% | 3.38% | −1.19% | 4.08% | 62.41 Mil | ||
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NWWBJ
| 1.000% | 10.98% | −2.94% | 5.99% | 29.73 Mil | ||
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RSCTHK
| 0.900% | 11.20% | −2.83% | 6.14% | 29.73 Mil | ||
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PXW
| 0.600% | 1.94% | −1.94% | 6.52% | 202.35 Mil | ||
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YFX
| 0.400% | 9.67% | −0.75% | 5.25% | 118.20 Mil | ||
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SVLGY
| 0.750% | 9.64% | −0.67% | 5.23% | 7.21 Bil | ||
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KNGW
| 0.750% | 9.64% | −0.66% | 5.23% | 7.21 Bil | ||
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ZGKZZS
| 0.750% | 8.65% | −0.37% | 5.30% | 6.62 Bil | ||
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JMWVD
| 1.060% | 8.58% | −2.08% | 12.93% | 1.77 Bil | ||
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SQZNY
| 1.060% | 8.55% | −2.08% | 12.93% | 1.77 Bil | ||
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SNFT
| 1.050% | 8.19% | −2.68% | 8.27% | 143.37 Mil | ||
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WTQDNP
| 0.800% | 8.44% | −2.44% | 8.45% | 143.37 Mil | ||
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BWWCQ
| 0.800% | 8.43% | −2.44% | 8.48% | 143.37 Mil | ||
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YYLD
| 0.770% | 12.25% | −1.44% | 4.22% | 798.45 Mil | ||
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PYWRQ
| 0.770% | 12.26% | −1.44% | 4.21% | 798.45 Mil | ||
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YPBWS
| 0.920% | 12.09% | −1.58% | 4.06% | 798.45 Mil | ||
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CCSX
| 1.620% | 11.30% | −2.28% | 3.33% | 798.45 Mil | ||
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BHPTPG
| 1.120% | 11.80% | −1.79% | 3.85% | 798.45 Mil | ||
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MVHR
| 0.920% | 12.09% | −1.58% | 4.06% | 798.45 Mil | ||
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ZZMSQ
| 1.370% | 11.55% | −2.04% | 3.58% | 798.45 Mil |