Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Real Estate Securities Fund · PRERX, PREPX, PIREX, PREJX, PRRAX, PRCEX, PFRSX | 66% | 0.81% | Principal Global Investors, LLC |
| 2 | Real Estate Securities Account | 65% | 0.79% | Principal Global Investors, LLC |
| 3 | Real Estate Portfolio diff. adviser | 58% | 0.79% | Pacific Life Fund Advisors LLC |
| 4 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX cheaper diff. adviser | 56% | 0.54% | DWS Investment Management Americas, Inc. |
| 5 | JPMorgan Realty Income ETF · JPRE cheaper diff. adviser | 54% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 6 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 54% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 7 | iShares Select U.S. REIT ETF · ICF cheaper diff. adviser | 52% | 0.32% | BlackRock Fund Advisors |
| 8 | Venerable Real Estate Fund | 51% | 0.95% | — |
| 9 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX diff. adviser | 51% | 0.66% | Franklin Advisers, Inc. |
| 10 | Global Real Estate Securities Fund · POSAX, POSIX, PGRSX, PGRKX, PGRUX | 51% | 0.90% | Principal Global Investors, LLC |
| 11 | State Street(R) Real Estate Select Sector SPDR(R) ETF · XLRE cheaper diff. adviser | 50% | 0.08% | SSGA Funds Management, Inc. |
| 12 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX diff. adviser | 50% | 0.77% | Cromwell Investment Advisors, LLC |
| 13 | PROFUND VP REAL ESTATE diff. adviser | 49% | 1.68% | ProFund Advisors LLC |
| 14 | T. Rowe Price Real Estate Fund, Inc. · TRREX, PAREX, TIRRX diff. adviser | 49% | 0.63% | T. Rowe Price Associates, Inc. |
| 15 | Invesco Real Estate Fund · IARAX, IARCX, IARRX, REINX, IARIX, IARYX, IARFX diff. adviser | 49% | 0.95% | Invesco Advisers, Inc. |
| 16 | Nuveen Real Estate Securities Select Fund · TIREX, TCREX, TRRSX, TRRPX, TIRHX cheaper diff. adviser | 48% | 0.50% | Teachers Advisors, LLC |
| 17 | Nuveen Life Real Estate Securities Select Fund · TLRSX cheaper diff. adviser | 48% | 0.57% | Teachers Advisors, LLC |
| 18 | Sterling Capital Real Estate Fund · STMMX, STMOX, STMDX, SCREX diff. adviser | 47% | 0.79% | Sterling Capital Management LLC |
| 19 | BlackRock Real Estate Securities Fund diff. adviser | 47% | 0.75% | BlackRock Advisors, LLC |
| 20 | SIMT Real Estate Fund · SETAX, SEIRX, SREYX | 47% | 0.99% | — |
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