| Fund | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Baron Real Estate Institutional (BREIX) | $1,569.3 | 17.49% | 29.53% | N/A | 1.090 |
| REMS Real Estate Value Opportunity Institutional (HLRRX) | $451.7 | 16.26% | 22.01% | 19.11% | 1.440 |
| Third Avenue Real Estate Value Institutional (TAREX) | $3,263.6 | 12.26% | 21.03% | 12.95% | 1.080 |
| Fidelity International Real Estate (FIREX) | $364.4 | 2.91% | 18.56% | 8.29% | 1.130 |
| Phocas Real Estate (PHREX) | $10.3 | 25.93% | 18.56% | 17.10% | 1.500 |
| Manning & Napier Real Estate S (MNREX) | $268.3 | 22.76% | 17.85% | 16.48% | 1.120 |
| Cohen & Steers Real Estate Securities A (CSEIX) | $1,853.0 | 23.28% | 17.76% | 17.32% | 1.230 |
| Fidelity Series Real Estate Equity (FREDX) | $1,329.8 | 22.21% | 17.50% | N/A | 0.760 |
| Alpine Realty Income & Growth Institutional (AIGYX) | $115.1 | 23.58% | 17.36% | 17.88% | 1.430 |
| Stratton Real Estate (STMDX) | $91.0 | 22.35% | 17.30% | 16.19% | 0.970 |
| Nuveen Real Estate Securities I (FARCX) | $5,069.1 | 23.18% | 17.21% | 17.94% | 1.000 |
| Fidelity Real Estate Investment Port (FRESX) | $4,348.4 | 22.90% | 17.19% | 17.75% | 0.800 |
| Forward Real Estate Long/Short A (KSRAX) | $72.3 | 19.46% | 17.19% | 17.00% | 1.820 |
| Fidelity Advisor Real Estate A (FHEAX) | $848.5 | 21.81% | 17.10% | 17.31% | 1.150 |
| Principal Real Estate Securities R2 (PRENX) | $2,053.9 | 22.70% | 17.08% | 16.75% | 1.580 |
| Forward Real Estate Inv (FFREX) | $76.4 | 22.00% | 16.98% | 15.51% | 1.630 |
| Lazard U.S. Realty Equity Open (LREOX) | $105.0 | 20.53% | 16.97% | 19.27% | 1.360 |
| E.I.I. Realty Securities Institutional (EIIRX) | $19.1 | 22.47% | 16.97% | 17.90% | 0.800 |
| Vanguard REIT Index Inv (VGSIX) | $48,212.2 | 21.22% | 16.96% | 17.42% | 0.240 |
| DFA Real Estate Securities I (DFREX) | $6,614.5 | 22.27% | 16.90% | 17.52% | 0.180 |
| Fidelity Spartan Real Estate Idx Institutional (FSRNX) | $373.6 | 23.03% | 16.86% | N/A | 0.070 |
| Oppenheimer Real Estate A (OREAX) | $1,371.6 | 22.73% | 16.84% | 16.94% | 1.390 |
| Pimco Real Estate Real Return Strategy A (PETAX) | $2,730.8 | 25.67% | 16.79% | 22.03% | 1.140 |
| Principal Global Real Estate Sec A (POSAX) | $2,337.1 | 11.23% | 16.78% | 12.56% | 1.370 |
| Janus Global Real Estate A (JERAX) | $221.3 | 13.82% | 16.77% | 11.25% | 1.260 |
As of Nov. 17. Distinct classes only. Three-year and five-year returns are annualized. N/A = not available (fund has been in operation less than five years) *Annual Source: Morningstar Inc.
| Fund | Net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Vanguard REIT Index Inv (VGSIX) | $48,212.2 | 21.22% | 16.96% | 17.42% | 0.24% |
| DFA Real Estate Securities I (DFREX) | $6,614.5 | 22.27% | 16.90% | 17.52% | 0.18% |
| Cohen & Steers Realty Shares (CSRSX) | $6,147.3 | 21.82% | 16.43% | 16.47% | 0.97% |
| Voya Global Real Estate A (IGLAX) | $5,164.0 | 9.73% | 14.07% | 9.77% | 1.24% |
| Nuveen Real Estate Securities I (FARCX) | $5,069.1 | 23.18% | 17.21% | 17.94% | 1.00% |
| T. Rowe Price Real Estate (TRREX) | $4,931.0 | 21.78% | 16.57% | 17.48% | 0.79% |
| Fidelity Real Estate Investment Port (FRESX) | $4,348.4 | 22.90% | 17.19% | 17.75% | 0.80% |
| Fidelity Real Estate Income (FRIFX) | $4,326.1 | 11.34% | 12.32% | 12.13% | 0.83% |
| Prudential Global Real Estate A (PURAX) | $3,758.6 | 10.58% | 15.06% | 11.32% | 1.26% |
| DFA Global Real Estate Securities I (DFGEX) | $3,310.1 | 16.14% | 16.12% | 14.03% | 0.32% |
| Third Avenue Real Estate Value Institutional (TAREX) | $3,263.6 | 12.26% | 21.03% | 12.95% | 1.08% |
| DFA International Real Estate Sec I (DFITX) | $3,073.2 | 7.65% | 15.25% | 9.90% | 0.39% |
| Cohen & Steers Institutional Realty Shares (CSRIX) | $3,063.7 | 21.92% | 16.66% | 16.69% | 0.75% |
| Pimco Real Estate Real Return Strategy A (PETAX) | $2,730.8 | 25.67% | 16.79% | 22.03% | 1.14% |
| Vanguard Global ex-U.S. Rel Est Idx Inv (VGXRX) | $2,726.5 | 1.45% | 14.71% | N/A | 0.40% |
| Morgan Stanley Inst Global Rel Est A (MRLBX) | $2,494.4 | 10.05% | 15.24% | 10.32% | 1.30% |
| Invesco Real Estate C (IARCX) | $2,390.4 | 19.68% | 15.26% | 14.57% | 2.00% |
| Principal Global Real Estate Sec A (POSAX) | $2,337.1 | 11.23% | 16.78% | 12.56% | 1.37% |
| Principal Real Estate Securities R2 (PRENX) | $2,053.9 | 22.70% | 17.08% | 16.75% | 1.58% |
| JPMorgan Realty Income Institutional (URTLX) | $1,882.7 | 22.27% | 16.34% | 17.57% | 0.73% |
| Cohen & Steers Real Estate Securities A (CSEIX) | $1,853.0 | 23.28% | 17.76% | 17.32% | 1.23% |
| Russell Global Real Estate Secs S (RRESX) | $1,819.9 | 10.44% | 15.16% | 12.50% | 1.10% |
| TIAA-CREF Real Estate Sec Institutional (TIREX) | $1,752.3 | 21.22% | 16.56% | 17.50% | 0.52% |
| Deutsche Real Estate Securities Instl (RRRRX) | $1,701.0 | 22.41% | 16.61% | 17.48% | 0.62% |
| American Century Real Estate Inv (REACX) | $1,646.3 | 21.48% | 16.36% | 17.84% | 1.14% |
As of Nov. 17. Distinct classes only. Three-year and five-year returns are annualized. N/A = not available (fund has been in operation less than five years) *Annual Source: Morningstar, Inc.
While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.
New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.
With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.
A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.
"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
