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
PWREX Real Estate 6.58%6/30/2018 5.71% 6.73% 1.48% 103 $1,000
CSFCX Global Real Estate 4.73%6/30/2018 4.91% 5.63% 1.87% 1,207 $0
DLPRX Global Real Estate 4.65%6/30/2018 4.18% 4.96% 1.65% 45 $0
RREIX Real Estate 5.61%6/30/2018 5.05% 5.98% 0.70% 67 $50,000
RWO Global Real Estate 5.10%6/30/2018 4.48% 5.74% 0.50% 2,361 N/A
DNREX Real Estate 6.85%6/30/2018 5.27% 7.17% 1.17% 57 $100,000
RPFRX Real Estate 7.10%6/30/2018 8.51% 8.31% 0.97% 209 $1,000
VNQI Global Real Estate 5.27%6/30/2018 5.06% 5.42% 0.14% 6,759 N/A
PGRQX Global Real Estate 4.06%6/30/2018 4.06% N/A 0.80% 2,347 $5,000,000
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
RNP Allocation--50% to 70% Equity 9.07%6/30/2018 8.33% 9.66% 0.00% 1,046 N/A
VGSIX Real Estate 7.25%6/30/2018 6.58% 7.27% 0.26% 60,751 $3,000
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
WPS Global Real Estate 4.64%6/30/2018 4.65% 5.50% 0.48% 153 N/A
HLRRX Real Estate 6.38%6/30/2018 3.09% 5.13% 1.15% 116 $50,000
IRFAX Global Real Estate 4.07%6/30/2018 4.97% 5.26% 1.35% 666 $0
PHRCX Real Estate 6.29%6/30/2018 5.55% 6.67% 2.08% 755 $2,500

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