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
RREYX Global Real Estate 5.43%6/30/2018 4.88% 5.79% 0.94% 1,156 $10,000,000
FREGX Real Estate 7.59%6/30/2018 7.10% 7.91% 0.87% 3,626 $100,000
PRENX Real Estate 7.99%6/30/2018 7.26% 8.38% 1.56% 3,842 $0
DFGEX Global Real Estate 6.44%6/30/2018 6.18% 6.93% 0.24% 7,622 $0
DNREX Real Estate 6.85%6/30/2018 5.27% 7.17% 1.17% 57 $100,000
RNP Allocation--50% to 70% Equity 9.07%6/30/2018 8.33% 9.66% 0.00% 1,046 N/A
AIGYX Real Estate 7.59%6/30/2018 7.21% 8.35% 1.00% 93 $1,000,000
PURCX Global Real Estate 3.83%6/30/2018 2.87% 4.15% 1.95% 2,347 $2,500
FRXIX Real Estate 7.19%6/30/2018 6.65% 7.56% 0.23% 1,277 $2,500
PWREX Real Estate 6.58%6/30/2018 5.71% 6.73% 1.48% 103 $1,000
SREAX Global Real Estate 5.07%6/30/2018 5.07% N/A 1.30% 9 $2,500
RWO Global Real Estate 5.10%6/30/2018 4.48% 5.74% 0.50% 2,361 N/A
IVRAX Global Real Estate 5.13%6/30/2018 4.83% 5.33% 1.51% 82 $750
SEIRX Real Estate 6.52%6/30/2018 6.59% 7.36% 1.36% 135 $100,000
ARYDX Global Real Estate 4.56%6/30/2018 4.56% N/A 0.77% 74 $0
SCHH Real Estate 7.32%6/30/2018 6.78% 7.68% 0.07% 4,541 N/A
KIFAX Preferred Stock 5.76%6/30/2018 2.67% 4.61% 1.52% 600 $2,500
FSRVX Real Estate 7.35%6/30/2018 6.80% 7.71% 0.09% 1,277 $10,000
IRFAX Global Real Estate 4.07%6/30/2018 4.97% 5.26% 1.35% 666 $0
ICF Real Estate 6.83%6/30/2018 6.69% 7.59% 0.34% 2,548 N/A

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