Consider These 3 Real Estate Mutual Funds For A Stable Portfolio

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For investors looking to invest their money in the real estate sector, mutual funds are the cheapest and most convenient option. This category of funds offers reliable inflation protection.

The real estate sector has recently had a rough time, but the presence of this investment vehicle usually adds stability to the portfolio. This is due to the fact that the volatility of property prices is much less than that of stocks. Adding such funds to a broadly diversified portfolio will increase returns while significantly reducing the associated risk.

Below we will share with you three of the best real estate investment funds. Everyone earned Zacks # 1 mutual fund (strong buy) and it is expected to surpass its competitors in the future. Investors can click here to see the full list of funds

Fidelity Real Estate Income Fund FRIFX aims for above-average income, while capital growth is a secondary concern. The fund invests most of its assets in REIT preferred and common shares, real estate debt securities, and commercial and other mortgage-backed securities. FRIFX has a 3-year annualized return of 9.1%.

William McLay is one of the FRIFX Fund Managers since 2019.

Pension class TIAA-CREF Real Estate Securities Fund TRRSX seeks to maximize overall profit in the long term through capital growth and current income. TRRSX invests a significant portion of its assets in companies that are primarily engaged in real estate related activities. The fund can invest no more than 15% of its assets in securities issued by foreign organizations. TRRSX has a three-year annualized return of 14.7%.

As of the end of May 2021, TRRSX had 73 issues, with 6.24% of its assets invested in American Tower Corp.

Investment portfolio Fidelity Real Estate FRESX The fund seeks above average income and long-term capital growth, which is consistent with reasonable investment risk. This undiversified fund invests primarily in common stock. Most of FRESX’s assets are invested in the securities of companies that are primarily engaged in real estate and other real estate-related investments. FRESX’s three-year annualized return is 9.8%.

The FRESX expense ratio is 0.74% compared to the 1.08% category average.

To view the Zacks ranking and past performance of all real estate funds, investors can click here to see the full list of funds

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The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Nasdaq, Inc.



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