List of REIT and Real Estate Funds

358 Results
View as: GridTable
Fund Name Share Class Type Morningstar Ratingsort descending Performance Overall YTD (%) Performance Overall 3 Year (%) Performance Overall 5 Year (%) Expense Ratio (%) Net Assets ($mil) Minimum Investments
IARAX Real Estate 9.45%9/30/2019 6.25% 8.58% 1.27% 1,576 $1,000
REIAX Real Estate 7.06%9/30/2019 5.09% 8.36% 1.35% 60 $2,500
KIFCX Preferred Stock 5.24%9/30/2019 0.46% 3.32% 2.10% 466 $2,500
FSREX Real Estate 5.72%9/30/2019 5.24% 6.04% 0.00% 995 $0
FRIRX Real Estate 6.11%9/30/2019 5.38% 6.59% 0.75% 6,170 $0
FSERX Real Estate 6.83%9/30/2019 4.51% 8.38% 0.58% 486 $1,000,000
PURCX Global Real Estate 6.03%9/30/2019 4.43% 4.91% 1.92% 1,690 $2,500
URTAX Real Estate 8.96%9/30/2019 4.46% 7.72% 1.18% 2,019 $1,000
IRFAX Global Real Estate 5.46%9/30/2019 5.83% 5.05% 1.35% 629 $0
JDD World Allocation 6.73%9/30/2019 3.46% 5.29% 0.00% 227 N/A
VGSLX Real Estate 9.85%9/30/2019 5.36% 8.82% 0.12% 69,344 $3,000
OREIX Real Estate 6.93%9/30/2019 4.53% 8.53% 0.92% 1,024 $0
KIFAX Preferred Stock 5.90%9/30/2019 1.09% 3.95% 1.55% 466 $2,500
MORT Real Estate 7.34%9/30/2019 7.66% 7.13% 0.42% 195 N/A
ARGYX Global Real Estate 6.10%9/30/2019 4.12% 5.14% 1.01% 806 $1,000
PRCEX Real Estate 9.97%9/30/2019 6.52% 9.28% 2.03% 5,041 $1,000
FRIQX Real Estate 5.80%9/30/2019 5.08% 6.28% 1.04% 6,170 $0
AREWX Real Estate 9.47%9/30/2019 5.26% 8.31% 1.65% 1,016 $2,500
SAREX Real Estate 9.67%9/30/2019 5.58% 8.85% 0.95% 201 $0
PHRAX Real Estate 9.54%9/30/2019 5.39% 8.48% 1.38% 593 $2,500

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