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
JDD World Allocation 7.19%12/31/2017 6.68% 9.08% 0.00% 254 N/A
FVGRX Global Real Estate 3.62%12/31/2017 3.54% 5.53% 1.15% 149 $100,000
FRLAX Real Estate 6.16%12/31/2017 3.97% 8.45% 0.75% 402 $100,000
VGSIX Real Estate 7.13%12/31/2017 4.62% 8.78% 0.26% 62,441 $3,000
FSRVX Real Estate 6.98%12/31/2017 4.41% 8.70% 0.09% 1,090 $10,000
PREQX Global Real Estate 3.70%12/31/2017 4.02% 6.34% 1.20% 142 $10,000
IYR Real Estate 6.69%12/31/2017 5.47% 8.44% 0.44% 3,482 N/A
DLPRX Global Real Estate 4.74%12/31/2017 3.26% 5.73% 1.65% 60 $0
ARRKX Global Real Estate 4.61%12/31/2017 4.69% 6.62% 1.30% 148 $0
OREYX Real Estate 6.78%12/31/2017 3.95% 8.79% 1.08% 1,067 $0
DREYX Real Estate 6.31%12/31/2017 6.26% 8.61% 0.73% 194 $5,000,000
IARCX Real Estate 5.92%12/31/2017 4.03% 7.64% 1.99% 1,521 $1,000
HLRRX Real Estate 6.96%12/31/2017 1.94% 7.54% 1.25% 136 $50,000
RRESX Global Real Estate 4.86%12/31/2017 4.16% 5.95% 1.13% 1,031 $0
PHRCX Real Estate 5.96%12/31/2017 3.60% 7.57% 2.13% 822 $2,500
FSRNX Real Estate 6.99%12/31/2017 4.43% 8.70% 0.07% 1,090 $5,000,000
IFEU Global Real Estate 5.33%12/31/2017 7.07% 9.13% 0.48% 44 N/A
ASRFX Global Real Estate 4.76%12/31/2017 3.95% 5.30% 0.85% 1,120 $10,000,000
RRREX Real Estate 7.04%12/31/2017 4.95% 8.68% 0.71% 1,286 $2,500
KIFYX Preferred Stock 7.16%12/31/2017 4.39% 6.88% 1.35% 763 $100,000

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