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BRUIX Brookfield US Listed Real Estate I

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Fund BRUIX Brookfield US Listed Real Estate I FREL Fidelity® MSCI Real Estate ETF VNQ Vanguard REIT ETF  
100% 92% 92%
Annual Fees
(0.95% Exp. Ratio)
(0.08% Exp. Ratio)
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$38,458.89 $49,935.97 $49,399.02
Est. savings over 30 yrs +$11,477.08 +$10,940.13
As of 9/30/16
1 YR RETURN 17.81%
3 YR --
5 YR --
10 YR --
1 YR RETURN 19.13%
3 YR --
5 YR --
10 YR --
1 YR RETURN 19.71%
3 YR 13.99%
5 YR 15.69%
10 YR 6.47%
The investment seeks total return through growth of capital and current income. The fund seeks to achieve its investment objective by investing primarily in real estate investment trusts and other securities in the real estate industry. Under normal market conditions, the advisor will attempt to achieve its investment objective by investing, as a principal strategy, at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in publicly traded equity securities of real estate companies listed on a domestic stock exchange. It is non-diversified.
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Real Estate Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Real Estate Index, which represents the performance of the real estate sector in the U.S. equity market. The fund may or may not hold all of the securities in the MSCI USA IMI Real Estate Index. The fund is non-diversified.
The investment seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of a benchmark index that measures the performance of publicly traded equity REITs. The fund employs an indexing investment approach designed to track the performance of the MSCI US REIT Index. The index is composed of stocks of publicly traded equity real estate investment trusts (known as REITs). The adviser attempts to replicate the index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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