Real Assets Adviser’s Top Ranks Guides are produced monthly and feature a different fund category that is relevant to the alternatives marketplace. These guides are available at no charge through Real Assets Adviser’s Resource Center.
As a group, the best performing alternative mutual funds for the 12 months ending June 7, show that year-to-date, the groups aggregate return has been 20.58 percent. Source: Morningstar
As a group, the best-performing real estate mutual funds returned 46.39 percent to shareholders during the 12-month period ending April 30 — and accomplished that performance in the teeth of a global pandemic that hit certain real estate asset classes especially hard. Source: Morningstar
As a group, the top 25 funds returned a cumulative average of 75.54 percent shareholders. Source: Morningstar
The top 25 of publicly traded REITs cumulatively earned an average 31 percent return to their shareholders, for the 12 months ending March 1, while the top 50 have averaged a 22 percent return. Source: Morningstar
The top 25 listed infrastructure funds are featured in this guide. (Trailing total returns as of 1/31/21) Source: Morningstar
This guide lists the top 25 energy ETFs and ETN funds. Source: Morningstar
This guide lists the top 25 real estate mutual funds ranked by net assets. Source: Morningstar
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