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 | Cromwell CenterSquare Real Estate Fund · MRESX, MRASX cheaper diff. adviser | 59% | 0.77% | Cromwell Investment Advisors, LLC |
| 2 | JPMorgan Realty Income ETF · JPRE cheaper diff. adviser | 58% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 3 | CTIVP - CenterSquare Real Estate Fund diff. adviser | 57% | 0.82% | Columbia Management Investment Advisers, LLC |
| 4 | State Street Real Estate Securities V.I.S. Fund · SSRSX diff. adviser | 57% | 1.01% | SSGA Funds Management, Inc. |
| 5 | ALPS Active REIT ETF · REIT cheaper diff. adviser | 57% | 0.68% | ALPS Advisors, Inc. |
| 6 | Real Estate Securities Account diff. adviser | 56% | 0.79% | Principal Global Investors, LLC |
| 7 | Real Estate Securities Fund · PRERX, PREPX, PIREX, PREJX, PRRAX, PRCEX, PFRSX diff. adviser | 56% | 0.81% | Principal Global Investors, LLC |
| 8 | SIMT Real Estate Fund · SETAX, SEIRX, SREYX | 56% | 0.99% | — |
| 9 | Invesco Real Estate Fund · IARAX, IARCX, IARRX, REINX, IARIX, IARYX, IARFX diff. adviser | 55% | 0.95% | Invesco Advisers, Inc. |
| 10 | Virtus Duff & Phelps Real Estate Securities Fund · PHRAX, PHRCX, PHRIX, VRREX | 54% | 0.79% | — |
| 11 | Virtus Duff & Phelps Real Estate Securities Series diff. adviser | 54% | 0.85% | Virtus Investment Advisers, LLC |
| 12 | Franklin Real Estate Securities Fund · FREEX, FRRSX, FRLAX, FSERX cheaper diff. adviser | 54% | 0.66% | Franklin Advisers, Inc. |
| 13 | Goldman Sachs Real Estate Securities Fund · GREIX, GRESX, GREAX, GRECX, GRERX, GRETX, GREUX, GMJPX diff. adviser | 54% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 14 | Venerable Real Estate Fund | 53% | 0.95% | — |
| 15 | Invesco Active U.S. Real Estate ETF · PSR cheaper diff. adviser | 53% | 0.35% | Invesco Capital Management LLC |
| 16 | Real Estate Fund · REACX, AREEX, REAIX, ARYCX, AREWX, AREDX, ARYEX, ARREX diff. adviser | 53% | 0.81% | American Century Investment Management, Inc. |
| 17 | Neuberger Berman Real Estate Fund · NBRIX, NBRFX, NREAX, NRECX, NRERX, NRREX, NREEX cheaper diff. adviser | 52% | 0.08% | Neuberger Berman Investment Advisers LLC |
| 18 | Real Estate Portfolio diff. adviser | 52% | 0.79% | Pacific Life Fund Advisors LLC |
| 19 | iShares Select U.S. REIT ETF · ICF cheaper diff. adviser | 52% | 0.32% | BlackRock Fund Advisors |
| 20 | NYLI CBRE Real Estate Fund · CRCRX, CRVRX, CRARX, VREQX, CLARX cheaper diff. adviser | 52% | 0.74% | New York Life Investment Management LLC |
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