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 | Dunham Real Estate Stock Fund · DAREX, DCREX, DNREX diff. adviser | 66% | 1.48% | Dunham & Associates Investment Counsel, Inc. |
| 2 | VY(R) CBRE Real Estate Portfolio · ICRPX, IVRIX, IVRSX, IVRTX cheaper diff. adviser | 58% | 0.75% | Voya Investments, LLC |
| 3 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX cheaper diff. adviser | 56% | 0.54% | DWS Investment Management Americas, Inc. |
| 4 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX cheaper | 56% | 0.79% | — |
| 5 | Virtus Duff & Phelps Real Estate Securities Series cheaper diff. adviser | 56% | 0.85% | Virtus Investment Advisers, LLC |
| 6 | abrdn Real Estate Fund · AIGYX, AIAGX cheaper diff. adviser | 56% | 0.99% | abrdn Inc. |
| 7 | Empower Real Estate Index Fund · MXREX, MXSFX cheaper diff. adviser | 56% | 0.30% | Empower Capital Management, LLC |
| 8 | State Street Real Estate Securities V.I.S. Fund · SSRSX diff. adviser | 56% | 1.01% | SSGA Funds Management, Inc. |
| 9 | Real Estate Fund · REACX, AREEX, REAIX, ARYCX, AREWX, AREDX, ARYEX, ARREX cheaper diff. adviser | 55% | 0.81% | American Century Investment Management, Inc. |
| 10 | Columbia Real Estate Equity Fund · CREAX, CREEX, CRRVX, CREYX, CREHX cheaper diff. adviser | 55% | 0.86% | Columbia Management Investment Advisers, LLC |
| 11 | PGIM Select Real Estate Fund · SREAX, SRECX, SREQX, SREZX | 55% | 1.01% | PGIM INVESTMENTS LLC |
| 12 | BlackRock Real Estate Securities Fund cheaper diff. adviser | 55% | 0.75% | BlackRock Advisors, LLC |
| 13 | CTIVP - CenterSquare Real Estate Fund cheaper diff. adviser | 55% | 0.82% | Columbia Management Investment Advisers, LLC |
| 14 | First Trust S&P REIT Index Fund · FRI cheaper diff. adviser | 53% | 0.49% | First Trust Advisors L.P. |
| 15 | PGIM Global Real Estate Fund · PURCX, PURZX, PURAX, PURRX, PGRQX, PUREX, PURGX cheaper | 53% | 0.81% | PGIM INVESTMENTS LLC |
| 16 | Real Estate Securities Fund · JIREX, JABIX, JYEBX, JABFX, JABGX cheaper | 53% | 0.80% | — |
| 17 | NVIT Real Estate Fund cheaper diff. adviser | 53% | 0.92% | Nationwide Fund Advisors |
| 18 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF · RWR cheaper diff. adviser | 53% | 0.25% | SSGA Funds Management, Inc. |
| 19 | Real Estate Securities Trust · JAJMX, JADBX, JAJLX cheaper diff. adviser | 52% | 0.76% | John Hancock Variable Trust Advisers LLC |
| 20 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 52% | 0.08% | Neuberger Berman Investment Advisers LLC |
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