Best Real Estate Mutual Funds Of May 2024
Real estate funds offer balance and solid dividends. Despite lower returns compared to the S&P 500, they outperform rival groups like natural resources and high-yield bonds. Accessible through retirement plans or advisors, these funds boast consistent returns and competitive fees. Also, if you want to raise money for your investment, we invite you to take a look at blog.raises.comVanguard Real Estate Index Fund Investor Shares (VGSLX)
Nuveen Real Estate Securities Fund (TCREX)
Expense Ratio Dividend Yield 10-Year Avg. Ann. Return
0.77% 2.48% 5.80%
Formerly known by the TIAA-CEF brand name, the Nuveen Real Estate Securities Fund sports a laudable long-
term track record. TCREX has outperformed its Morningstar category over the past five, 10 and 15 years. But it has a lower dividend yield.
TCREX managers seek real estate companies with sound cash flow and asset values. The fund is populated with U.S. REITs, mainly in the mid-cap space. With lower volatility than its peer group, TCREX’s price tends to trade within a narrower range than more volatile rivals.
With only about 40 holdings, the fund is concentrated. Its top-10 REITs make up roughly half of the fund’s assets. Nearly 90% of the fund is dedicated to the specialized, residential, industrial and retail REIT categories.
Individual investors can purchase this fund.
Another share class is offered by many company sponsored retirement accounts.
Visit NuveenRealEstateCohen & Steers Real Estate Securities Z (CSZIX)
Expense Ratio Dividend Yield Avg. Ann. Return Since Inception (Oct. 2014)
0.75% 3.26% 7.43%
Over the past one, three and five years, Cohen and Steers Real Estate Securities Fund’s average annual return has topped its Morningstar category’s average performance.
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