How Advisors Are Unwinding Concentrated Stock Positions Before Year-End (Prompt Included)
It’s Time to Trade Passive Bond ETFs For Active Ones
How Advisors Are Prepping Clients for a December Rate Hike (Prompt Included)
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
11/13/26
Strategic Advisers Fidelity Core Income Fund
FIWGX | Fund | Other
$8.83
-0.11%
$92.14 B
4.75%
$0.43
2.43%
4.79%
0.20%
-
0.42%
Vanguard Real Estate Index Fund
VNQ | ETF |
$96.44
-0.60%
$69.46 B
3.34%
$3.22
11.97%
13.12%
1.32%
6.21%
0.13%
Vanguard Mortgage-Backed Securities Index Fund
VMBS | ETF |
$44.84
-0.82%
$17.73 B
4.55%
$2.04
-0.50%
5.18%
0.16%
1.16%
0.03%
$44.36
-0.52%
$8.21 B
3.20%
$1.42
12.44%
12.94%
1.75%
7.79%
0.08%
DFA Global Real Estate Securities Portfolio
DFGEX | Fund | Other
$11.58
-0.34%
$7.80 B
3.71%
$0.43
10.77%
10.88%
1.27%
5.51%
0.29%
$21.37
-0.14%
$7.03 B
4.17%
$0.89
-0.71%
5.01%
0.01%
1.10%
0.04%
JPMorgan Mortgage-Backed Securities ETF
JMTG | Active ETF
$48.68
-0.67%
$6.92 B
4.85%
$2.36
-0.40%
-
-
-
0.37%
Schwab Mortgage-Backed Securities ETF
SMBS | ETF |
$24.22
-0.19%
$6.46 B
5.41%
$1.31
-0.57%
-
-
-
0.03%
Janus Henderson Mortgage-Backed Securities ETF
JMBS | Active ETF
$42.78
-0.12%
$6.37 B
5.42%
$2.32
-1.13%
5.09%
0.21%
-
0.21%
iShares Core U.S. REIT ETF
USRT | ETF |
$65.54
-0.14%
$4.29 B
2.89%
$1.89
16.95%
15.71%
3.52%
7.16%
0.08%
iShares U.S. Real Estate ETF
IYR | ETF |
$102.22
+0.09%
$4.03 B
2.89%
$2.95
10.55%
12.33%
1.17%
6.44%
0.38%
Vanguard Global ex-U.S. Real Estate Index Fund
VNQI | ETF |
$43.59
+0.35%
$3.53 B
4.95%
$2.16
-4.02%
8.66%
-1.73%
2.49%
0.12%
Apollo Diversified Real Estate Fund
GCREX | Fund | Other
$21.48
0.00%
$3.26 B
0.00%
-
1.79%
2.41%
1.17%
3.33%
2.73%
Fidelity Real Estate Index Fund
FSRNX | Fund | Other
$17.77
-0.62%
$3.25 B
2.52%
$0.44
9.75%
9.40%
1.01%
3.65%
0.07%
iShares Select U.S. REIT ETF
ICF | ETF |
$68.46
-0.03%
$1.98 B
2.80%
$1.92
16.33%
13.85%
2.02%
6.65%
0.32%
State Street® SPDR® Dow Jones® REIT ETF
RWR | ETF |
$111.59
-0.07%
$1.82 B
3.52%
$3.92
16.70%
15.46%
2.85%
6.18%
0.25%
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
XRQIX | Fund | Other
$13.00
-0.61%
$1.77 B
8.33%
$1.08
14.25%
15.14%
2.72%
8.24%
1.91%
Nuveen Life Real Estate Securities Select Fund
TLRSX | Fund | Other
$14.53
-0.41%
$1.58 B
2.72%
$0.39
14.45%
13.03%
0.74%
-
0.68%
Clarion Partners Real Estate Income Fund Inc.
CPRDX | Fund | Other
$11.28
+0.09%
$1.46 B
6.86%
$0.77
5.61%
4.71%
5.10%
-
8.91%
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS | Active ETF
$46.72
-0.16%
$1.45 B
4.75%
$2.22
-1.14%
-
-
-
0.83%
Harrison Street Real Estate Fund LLC
VCMIX | Fund | Other
$22.80
-0.18%
$1.45 B
4.04%
$0.92
0.11%
-0.71%
-1.75%
2.07%
1.24%
Fidelity MSCI Real Estate Index ETF
FREL | ETF |
$29.29
+0.09%
$1.40 B
3.18%
$0.93
11.65%
13.02%
1.28%
6.72%
0.08%
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE | ETF |
$105.89
-0.64%
$1.29 B
3.08%
$3.26
16.49%
15.20%
3.23%
-
0.11%
The Fairholme Fund
FAIRX | Fund | Other
$44.27
-0.61%
$1.27 B
0.51%
$0.22
28.01%
5.29%
8.61%
9.69%
1.00%
$48.94
-0.39%
$1.25 B
3.50%
$1.71
11.42%
13.21%
1.23%
4.51%
0.50%
Xtrackers International Real Estate ETF
HAUZ | ETF |
$21.83
+0.28%
$1.05 B
2.23%
$0.49
-3.15%
8.24%
-2.05%
2.95%
0.10%
Cohen & Steers REIT and Preferred and Income Fund Inc
XRNPX | Fund | Other
$21.17
-0.61%
$970.00 M
7.69%
$1.63
9.62%
13.84%
3.11%
7.88%
1.78%
GLOBAL REAL ESTATE INDEX FUND
NGREX | Fund | Other
$10.80
-0.37%
$813.90 M
2.70%
$0.29
8.69%
12.71%
0.87%
4.61%
0.54%
Get the lastest fund and ETF news in your inbox each week.
Receive latest news, trending tickers, top stocks increasing dividend this week and more.
