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
MSUSX Real Estate 4.05%3/31/2018 -0.74% 5.27% 1.00% 379 $5,000,000
CRECX Real Estate 3.69%3/31/2018 -0.19% 4.18% 2.01% 306 $2,000
CRERX Real Estate 3.44%3/31/2018 0.78% 5.21% 1.01% 306 $2,000
IYR Real Estate 4.73%3/31/2018 1.80% 5.34% 0.44% 3,331 N/A
DNREX Real Estate 4.57%3/31/2018 -0.35% 5.36% 1.17% 53 $100,000
IRSRX Real Estate 3.91%3/31/2018 -0.53% 4.93% 1.64% 476 $0
OREBX Real Estate 3.60%3/31/2018 -1.19% 4.69% 2.09% 956 $1,000
DRECX Real Estate 3.56%3/31/2018 1.15% 5.27% 1.82% 182 $1,000
ARYMX Global Real Estate 2.82%3/31/2018 1.29% 3.84% 1.37% 81 $2,500
NRFNX Real Estate -0.12%3/31/2018 -0.12% N/A 0.95% 127 $1,000,000
SREAX Global Real Estate 1.86%3/31/2018 1.86% N/A 1.30% 9 $2,500
KIFCX Preferred Stock 4.15%3/31/2018 0.03% 2.90% 2.30% 598 $2,500
LITIX Global Real Estate 3.39%3/31/2018 2.36% 4.07% 1.00% 5 $100,000
OREYX Real Estate 4.69%3/31/2018 -0.16% 5.75% 1.08% 956 $0
CSFCX Global Real Estate 3.17%3/31/2018 2.14% 4.17% 1.87% 1,156 $0
OGRYX Global Real Estate 3.24%3/31/2018 1.08% 4.68% 1.10% 50 $0
IIRWX Global Real Estate 2.70%3/31/2018 2.69% 3.35% 1.21% 126 $1,000
ICF Real Estate 4.29%3/31/2018 0.35% 5.72% 0.34% 2,404 N/A
REIAX Real Estate 1.16%3/31/2018 1.16% N/A 1.35% 83 $2,500
JIREX Real Estate 5.02%3/31/2018 1.08% 5.95% 0.79% 400 $0

Pages

The information on this Site is for informational purposes only and the Site is not intended to be a solicitation related to any particular company, nor does Nareit intend to provide investment, financial, legal or tax advice. More...