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
REZ Real Estate 9.85%12/31/2018 2.60% 10.16% 0.48% 328 N/A
LREOX Real Estate 8.87%12/31/2018 0.19% 5.61% 1.28% 63 $2,500
DRLAX Global Real Estate 6.13%12/31/2018 2.11% 4.02% 1.30% 632 $1,000
PRETX Real Estate 8.57%12/31/2018 1.95% 7.73% 1.19% 3,674 $0
IYR Real Estate 8.18%12/31/2018 2.71% 6.86% 0.43% 3,388 N/A
DFREX Real Estate 8.81%12/31/2018 2.45% 7.78% 0.18% 8,646 $0
VGSCX Global Real Estate 3.88%12/31/2018 1.79% 5.28% 2.15% 180 $2,500
PREPX Real Estate 8.70%12/31/2018 2.06% 7.86% 1.07% 3,674 $0
RRRAX Real Estate 8.40%12/31/2018 1.89% 7.32% 0.99% 1,244 $1,000
JARIX Global Real Estate 4.32%12/31/2018 3.77% 4.69% 1.19% 715 $1,000,000
IARFX Real Estate 4.94%12/31/2018 2.03% 6.88% 0.80% 1,344 $10,000,000
NRREX Real Estate 4.94%12/31/2018 2.41% 6.63% 0.76% 420 $0
PETAX Real Estate 10.36%12/31/2018 0.67% 7.85% 1.66% 1,488 $1,000
IYR Real Estate 8.18%12/31/2018 2.71% 6.86% 0.43% 3,388 N/A
DFITX Global Real Estate 5.69%12/31/2018 2.32% 2.77% 0.28% 5,242 $0
FARCX Real Estate 8.23%12/31/2018 1.02% 6.95% 1.04% 3,165 $100,000
PURZX Global Real Estate 5.99%12/31/2018 1.19% 3.46% 0.93% 2,051 $5,000,000
PYREX Real Estate 7.49%12/31/2018 -0.31% 6.17% 1.12% 84 $5,000,000
RREAX Global Real Estate 5.47%12/31/2018 1.15% 3.33% 1.37% 999 $0
VGXRX Global Real Estate 3.04%12/31/2018 3.87% 2.49% 0.34% 6,112 $3,000

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