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REFCX Deutsche Real Estate Secs Inc C

2 lower fee alternatives found

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Fund REFCX Deutsche Real Estate Secs Inc C HLPPX REMS Real Estate Value Opportunity P FFSRX Salient Tactical Real Estate Inv  
100% 89% 86%
Annual Fees
(2.15% Exp. Ratio)
(1.50% Exp. Ratio)
(1.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$26,796.30 $32,684.13 $29,825.97
Est. savings over 30 yrs +$5,887.82 +$3,029.67
As of 12/31/16
1 YR RETURN 8.66%
3 YR 7.06%
5 YR --
10 YR --
1 YR RETURN 9.69%
3 YR 8.59%
5 YR 13.57%
10 YR 7.71%
1 YR RETURN 16.03%
3 YR 12.25%
5 YR 12.23%
10 YR 1.34%
The investment seeks current income with capital appreciation. The fund invests at least 80% of its net assets, plus the amount of any borrowing for investment purposes (calculated at the time of any investment) in securities of real estate investment trusts (REITs) and real estate companies. A company is considered to be a real estate company if, in the opinion of portfolio management, at least 50% of its revenues or 50% of the market value of its assets (in each case measured at the time of purchase) are attributed to the ownership, construction, management or sale of real estate or other activities primarily related to real estate. It is non-diversified.
The investment seeks long-term capital growth and current income. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry and other real estate related investments. A company principally engaged in the real estate industry is one that derives at least 50% of its revenues from the ownership, construction, financing, management or sale of commercial or residential real estate or has at least 50% of its assets in such real estate businesses. It is non-diversified.
The investment seeks total return through a combination of high current income relative to equity investment alternatives, plus long-term growth of capital. Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in securities of issuers engaged primarily in the real estate industry such as real estate investment trusts ("REITs"), master limited partnerships and other real estate firms.

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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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