List of REIT and Real Estate Funds

Fund Name Share Class Type Morningstar Ratingsort ascending Performance Overall YTD (%) Performance Overall 3 Year (%) Performance Overall 5 Year (%) Expense Ratio (%) Net Assets ($mil) Minimum Investments
BAREX Real Estate 5.41%12/31/2018 2.09% 7.61% 1.30% 27 $1,000
FRIOX Real Estate 3.94%12/31/2018 3.34% 4.34% 1.76% 5,076 $0
REZ Real Estate 9.85%12/31/2018 2.60% 10.16% 0.48% 328 N/A
FRIRX Real Estate 5.00%12/31/2018 4.38% 5.41% 0.75% 5,076 $0
RRGIX Global Real Estate 6.50%12/31/2018 2.23% 4.45% 0.95% 697 $1,000,000
FRESX Real Estate 8.73%12/31/2018 1.45% 7.54% 0.76% 3,557 $0
NGRAX Global Real Estate 2.56%12/31/2018 2.56% N/A 1.37% 3 $1,000
PETPX Real Estate 10.71%12/31/2018 0.97% 8.16% 1.36% 1,488 $1,000,000
AIGYX Real Estate 9.39%12/31/2018 1.78% 7.52% 1.10% 74 $1,000,000
TRRSX Real Estate 8.60%12/31/2018 2.59% 7.56% 0.76% 2,108 $0
JDD World Allocation 6.86%12/31/2018 1.55% 3.68% 0.00% 218 N/A
GFMRX Global Real Estate 4.12%12/31/2018 2.35% 5.29% 1.00% 144 $250
SWASX Global Real Estate 6.41%12/31/2018 2.21% 4.53% 1.05% 289 $0
KIFAX Preferred Stock 7.43%12/31/2018 0.56% 3.23% 1.91% 469 $2,500
PRERX Real Estate 8.37%12/31/2018 1.75% 7.54% 1.38% 3,674 $0
AEEIX Global Real Estate 6.63%12/31/2018 2.64% 4.29% 0.98% 131 $2,000,000
AIAGX Real Estate 4.96%12/31/2018 1.52% 7.25% 1.35% 74 $1,000
FRIQX Real Estate 4.70%12/31/2018 4.10% 5.10% 1.04% 5,076 $0
REZ Real Estate 9.85%12/31/2018 2.60% 10.16% 0.48% 328 N/A
RPFRX Real Estate 8.30%12/31/2018 3.15% 7.32% 0.97% 206 $1,000

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