Real Estate
For donors with a long-term granting horizon, Real Estate provides an additional level of diversification for a traditional stock and bond based portfolio.
Expense Ratio
Last updated 09/30/2025
0.11%
Risk/granting time horizon
Returns
Last updated 09/30/2025
Qtr
3.79%
1 Yr
-2.34%
5 Yrs
—
10 Yrs
—
Underlying funds
Benchmark
MSCI U.S. IM Real Estate 25/50 Index
Management
Active funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index
passive
Goal
Seeks to provide a high level of income and moderate long-term capital appreciation by tracking a benchmark index that measures the performance of publicly traded REITs and other real estate-related investments.