| 13.20 Net Asset Value | -1.79% 1 Day | +10.00% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | No Load Sales Expenses | 2.65% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +2.17% | 3 years | -- | |
| 3 months | +7.42% | 5 years | -- | |
| 1 year | +35.25% | Since inception | +31.81% |
| BLRIX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +2.33% |
| Expense ratio | 2.65% | 1.49% |
| Risk 5 year sharpe ratio | -- | 0.22 |
| Net assets | $78.4M | $720.0M |
| Average market cap | $7.5B | $9.0B |
| Average P/E | 21.3 | 16.8 |
| Portfolio turnover | -- | -- |
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| Fund family | Brookfield Investment Management Inc. |
| Fund manager & tenure | Jason Baine / 1 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | $1,000,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| EQR Equity Residential | 5.07% |
| PSA Public Storage | 4.95% |
| SPG Simon Property Group Inc | 4.92% |
| -- Westfield Group | 4.17% |
| BXP Boston Properties Inc | 4.10% |
| -- Westfield Retail Trust | 4.08% |
| IRM Iron Mountain Inc | 3.16% |
| -- Unibail-Rodamco SE | 2.92% |
| SLG SL Green Realty Corporation | 2.69% |
| HST Host Hotels & Resorts Inc | 2.63% |
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