Real Estate Medalist Funds
ETFs and mutual funds in this sector focus on mortgage companies, property management companies, and REITs (Real Estate Investment Trusts). REITs typically own multiple properties of one or more real estate type such as apartments, shopping malls, data storage centers, and office buildings. Here we narrow the list to those that also received a Gold, Silver, or Bronze Medalist Rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
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
| |
|---|---|---|---|---|---|---|---|---|
| AB Global Real Estate Investment Fund II Class I
ARIIX
| 0.790% | 1.38% | 13.21% | 0.60% | $175.15M | |||
| abrdn Real Estate Fund Institutional Class
AIGYX
| 0.990% | 9.63% | 15.71% | 3.38% | $37.56M | |||
| ALPS Active REIT ETF
REIT
| 0.680% | 7.82% | 14.11% | 2.81% | $54.88M | |||
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VDVKSL
| 1.360% | 1.33% | 12.95% | 0.95% | $723.33M | |||
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RDRWX
| 0.910% | 1.72% | 13.44% | 1.40% | $723.33M | |||
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MRZZYT
| 1.110% | 1.52% | 13.22% | 1.19% | $723.33M | |||
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BTQDSZ
| 0.910% | 1.72% | 13.44% | 1.40% | $723.33M | |||
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SKVKT
| 0.760% | 1.95% | 13.64% | 1.56% | $723.33M | |||
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BHSSZ
| 0.760% | 1.88% | 13.63% | 1.55% | $723.33M | |||
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GZLCJY
| 0.800% | 3.65% | 16.33% | 2.99% | $286.57M | |||
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BSCWV
| 0.800% | 3.66% | 16.32% | 2.98% | $286.57M | |||
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RPPPQH
| 1.050% | 3.40% | 16.02% | 2.73% | $286.57M | |||
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ZPNBK
| 0.750% | 6.10% | 13.60% | 0.98% | $426.86M | |||
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TNWTM
| 1.300% | 2.52% | 13.87% | 1.08% | $339.32M | |||
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MLZJNP
| 1.050% | 2.63% | 14.12% | 1.34% | $339.32M | |||
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NLSDWH
| 1.050% | 2.75% | 14.10% | 1.35% | $339.32M | |||
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XPNGF
| 0.900% | 1.64% | 12.38% | 0.11% | $2.17B | |||
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DFYDC
| 0.840% | 1.69% | 12.43% | 0.16% | $2.17B | |||
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WKRRL
| 0.750% | 7.60% | 14.72% | 2.44% | $8.70B | |||
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VGGMM
| — | 0.700% | 7.26% | — | — | $657.12M | ||
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LJJFD
| 1.100% | 7.50% | 14.62% | 1.84% | $9.07B | |||
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FJZFN
| 0.750% | 7.87% | 15.02% | 2.20% | $9.07B | |||
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NYXBF
| 0.850% | 7.72% | 14.90% | 2.10% | $9.07B | |||
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HXYXJ
| 1.250% | 7.30% | 14.44% | 1.69% | $9.07B | |||
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WZBVX
| 0.750% | 7.81% | 15.02% | 2.20% | $9.07B |
United States