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 | PGIM Global Real Estate Fund · PURCX, PURZX, PURAX, PURRX, PGRQX, PUREX, PURGX cheaper | 31% | 0.81% | PGIM INVESTMENTS LLC |
| 2 | PGIM Select Real Estate Fund · SREAX, SRECX, SREQX, SREZX cheaper | 27% | 1.01% | PGIM INVESTMENTS LLC |
| 3 | PGIM US Real Estate Fund · PJEAX, PJECX, PJEZX, PJEQX cheaper | 27% | 1.01% | PGIM INVESTMENTS LLC |
| 4 | Dunham Real Estate Stock Fund · DAREX, DCREX, DNREX diff. adviser | 25% | 1.48% | Dunham & Associates Investment Counsel, Inc. |
| 5 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX cheaper diff. adviser | 22% | 0.54% | DWS Investment Management Americas, Inc. |
| 6 | VY(R) CBRE Global Real Estate Portfolio · ICRNX, IRGIX, IRGTX, IRGSX cheaper diff. adviser | 21% | 0.90% | Voya Investments, LLC |
| 7 | SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND · SOAAX, SACRX, SOIAX diff. adviser | 21% | 1.30% | Spirit of America Management Corp. |
| 8 | CBRE Global Real Estate Portfolio cheaper diff. adviser | 21% | 0.65% | Brighthouse Investment Advisers, LLC |
| 9 | LVIP Nomura U.S. REIT Fund cheaper diff. adviser | 21% | 0.83% | Lincoln Financial Investments Corporation |
| 10 | JPMorgan BetaBuilders MSCI US REIT ETF · BBRE cheaper diff. adviser | 20% | 0.11% | J.P. Morgan Investment Management, Inc. |
| 11 | VY(R) CBRE Real Estate Portfolio · ICRPX, IVRIX, IVRSX, IVRTX cheaper diff. adviser | 20% | 0.75% | Voya Investments, LLC |
| 12 | iShares Core U.S. REIT ETF · USRT cheaper diff. adviser | 19% | 0.08% | BlackRock Fund Advisors |
| 13 | AB Global Real Estate Investment Fund II · ARIIX cheaper diff. adviser | 19% | 0.79% | AllianceBernstein L.P. |
| 14 | NYLI CBRE Real Estate Fund · CRCRX, CRVRX, CRARX, VREQX, CLARX cheaper diff. adviser | 19% | 0.74% | New York Life Investment Management LLC |
| 15 | First Trust S&P REIT Index Fund · FRI cheaper diff. adviser | 19% | 0.49% | First Trust Advisors L.P. |
| 16 | Real Estate Fund · RYHRX, RYREX, RYCRX diff. adviser | 19% | 1.66% | Security Investors, LLC |
| 17 | Real Estate Fund diff. adviser | 19% | 1.74% | Security Investors, LLC |
| 18 | SA Real Estate Securities Fund cheaper diff. adviser | 19% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 19 | Dimensional US Real Estate ETF · DFAR cheaper diff. adviser | 18% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Columbia Real Estate Equity Fund · CREAX, CREEX, CRRVX, CREYX, CREHX cheaper diff. adviser | 18% | 0.86% | Columbia Management Investment Advisers, LLC |
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