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
FSERX Real Estate 8.55%8/31/2018 7.30% 9.38% 0.61% 480 $1,000,000
REIAX Real Estate 7.49%8/31/2018 7.49% N/A 1.35% 67 $2,500
PHRAX Real Estate 7.81%8/31/2018 7.48% 9.47% 1.41% 722 $2,500
IRSYX Real Estate 7.42%8/31/2018 7.09% 9.13% 1.27% 482 $0
VNQ Real Estate 8.15%8/31/2018 8.11% 9.39% 0.12% 61,467 N/A
TRGRX Global Real Estate 5.52%8/31/2018 4.89% 5.95% 0.96% 152 $2,500
FRI Real Estate 7.76%8/31/2018 8.08% 9.15% 0.48% 127 N/A
CREEX Real Estate 7.67%8/31/2018 7.76% 9.37% 1.04% 328 $2,000
IREEX Real Estate 7.15%8/31/2018 6.92% 8.85% 1.42% 482 $250
MUSDX Real Estate 7.17%8/31/2018 6.77% 8.79% 1.25% 317 $1,000
RGREX Global Real Estate 4.83%8/31/2018 5.47% 5.57% 1.52% 909 $0
USRT Real Estate 7.99%8/31/2018 8.66% 9.47% 0.08% 811 N/A
IRFIX Global Real Estate 5.08%8/31/2018 6.88% 5.75% 1.00% 662 $100,000
IRSRX Real Estate 7.02%8/31/2018 6.68% 8.71% 1.66% 482 $0
ARYVX Global Real Estate 6.50%8/31/2018 6.17% 6.73% 1.12% 74 $2,500
CREAX Real Estate 7.40%8/31/2018 7.49% 9.08% 1.29% 328 $2,000
FGREX Global Real Estate 6.31%8/31/2018 6.22% 6.38% 0.85% 909 $10,000,000
OREAX Real Estate 7.58%8/31/2018 6.86% 9.44% 1.34% 1,005 $1,000
MGREX Global Real Estate 5.80%8/31/2018 5.80% N/A 0.92% 1,110 $10,000,000
VGSNX Real Estate 8.17%8/31/2018 8.12% 9.41% 0.10% 61,467 $5,000,000

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