Which Funds Can FRI Replace?

First Trust S&P REIT Index Fund Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds FRI Can Replace

72 funds

FSI > 80 out of 112 similar funds

Competing Fund AUM

$187.50B

Assets in funds FRI can compete with and replace

Outperformance Rank

#8

Rank among 112 similar funds

Who Holds Credible Replacements?

2,468 firms

154,606 connected advisors

Opportunity analysis

FRI can replace 72 funds with FSI above 80 out of 112 similar funds, representing $187.50B in competing fund AUM. Its outperformance rank is #8 among those similar funds. 2,468 13F firms and 154,606 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 89.8%.

Fund details

Vehicle
ETF
Issuer
AJM Ventures LLC
Focus
Real estate
Net expense ratio
0.50%
Assets under management
$183.2M

Related fund research