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 | Invesco Real Estate Fund · IARAX, IARCX, IARRX, REINX, IARIX, IARYX, IARFX diff. adviser | 77% | 0.95% | Invesco Advisers, Inc. |
| 2 | Real Estate Fund · REACX, AREEX, REAIX, ARYCX, AREWX, AREDX, ARYEX, ARREX diff. adviser | 66% | 0.81% | American Century Investment Management, Inc. |
| 3 | Venerable Real Estate Fund | 61% | 0.95% | — |
| 4 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX diff. adviser | 60% | 0.66% | Franklin Advisers, Inc. |
| 5 | NYLI CBRE Real Estate Fund · CRCRX, CRVRX, CRARX, VREQX, CLARX diff. adviser | 58% | 0.74% | New York Life Investment Management LLC |
| 6 | Nuveen Real Estate Securities Select Fund · TIREX, TCREX, TRRSX, TRRPX, TIRHX diff. adviser | 58% | 0.50% | Teachers Advisors, LLC |
| 7 | Nuveen Life Real Estate Securities Select Fund · TLRSX diff. adviser | 58% | 0.57% | Teachers Advisors, LLC |
| 8 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 58% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 9 | Nuveen Real Estate Securities Fund · FREAX, FRLCX, FARCX, FREGX diff. adviser | 58% | 0.78% | Nuveen Fund Advisors, LLC |
| 10 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX diff. adviser | 57% | 0.77% | Cromwell Investment Advisors, LLC |
| 11 | DWS RREEF Real Estate Securities Fund · RRRAX, RRRCX, RRRSX, RRREX, RRRRX, RRRZX diff. adviser | 56% | 0.54% | DWS Investment Management Americas, Inc. |
| 12 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO diff. adviser | 56% | 0.89% | Thrivent Financial for Lutherans |
| 13 | SIMT Real Estate Fund · SETAX, SEIRX, SREYX | 55% | 0.99% | — |
| 14 | iShares FTSE NAREIT All Equity REIT Index Fund cheaper diff. adviser | 55% | 0.00% | BlackRock Fund Advisors |
| 15 | Schwab U.S. REIT ETF · SCHH cheaper diff. adviser | 55% | 0.07% | Charles Schwab Investment Management, Inc. |
| 16 | Real Estate Securities Account diff. adviser | 55% | 0.79% | Principal Global Investors, LLC |
| 17 | SA Real Estate Securities Fund diff. adviser | 55% | 0.77% | Focus Partners Advisor Solutions, LLC |
| 18 | Real Estate Securities Fund · PRERX, PREPX, PIREX, PREJX, PRRAX, PRCEX, PFRSX diff. adviser | 55% | 0.81% | Principal Global Investors, LLC |
| 19 | Fidelity MSCI Real Estate Index ETF · FREL cheaper diff. adviser | 54% | 0.08% | Fidelity Management & Research Company LLC |
| 20 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX | 54% | 0.79% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.