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OREYX Oppenheimer Real Estate Y

1 lower fee alternative found

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Fund OREYX Oppenheimer Real Estate Y MRESX AMG Managers CenterSquare Real Estate S  
100% 95%
Annual Fees
(1.08% Exp. Ratio)
(1.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.59% annual return
$36,952.07 $37,064.30
Est. savings over 30 yrs +$112.23
As of 9/30/16
1 YR RETURN 17.88%
3 YR 14.62%
5 YR 15.58%
10 YR 6.38%
1 YR RETURN 18.14%
3 YR 14.81%
5 YR 15.67%
10 YR 7.41%
The investment seeks total return. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in common stocks and other equity securities of real estate companies. The advisor considers a real estate company to be one that derives at least 50% of its revenues from, or invests at least 50% of its assets in, the ownership, construction, financing, management or sale of commercial, industrial or residential real estate. It primarily invests in real estate investment trusts ("REITs") but may also invest in real estate operating companies ("REOCs") and other real estate related securities. The fund is non-diversified.
The investment seeks to achieve a combination of income and long-term capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in stocks of companies principally engaged in the real estate industry, including Real Estate Investment Trusts. For purposes of the fund's investment policies, the Subadvisor considers a company is in the real estate industry if it derives at least 50% of its revenues from, or if it has at least 50% of its assets in, companies principally engaged in the real estate industry, including REITs. The fund is non-diversified.

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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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