List of REIT and Real Estate Funds

350 Results
View as: GridTable
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
REINX Real Estate 8.42%12/31/2019 7.53% 5.91% 1.23% 1,551 $1,000
APRIX Real Estate 8.74%12/31/2019 7.04% 5.90% 0.90% 26 $25,000
URTLX Real Estate 8.19%12/31/2019 6.17% 5.10% 0.78% 1,501 $3,000,000
OREAX Real Estate 7.78%12/31/2019 5.40% 4.84% 1.34% 968 $1,000
IRFAX Global Real Estate 7.22%12/31/2019 11.41% 6.20% 1.35% 646 $0
ASRYX Global Real Estate 6.11%12/31/2019 5.76% 4.15% 1.00% 753 $1,000
FRI Real Estate 7.88%12/31/2019 5.33% 5.09% 0.50% 164 N/A
RREIX Real Estate 4.65%12/31/2019 4.31% 4.88% 0.61% 43 $50,000
REIAX Real Estate 6.10%12/31/2019 6.18% 6.05% 1.35% 61 $2,500
PHRIX Real Estate 8.40%12/31/2019 6.28% 5.54% 1.08% 562 $100,000
PURCX Global Real Estate 6.02%12/31/2019 6.92% 3.80% 1.91% 1,652 $1,000
OREYX Real Estate 8.07%12/31/2019 5.67% 5.10% 1.09% 968 $1,000
FRSSX Real Estate 7.93%12/31/2019 5.45% 5.03% 1.52% 2,984 $0
JDD World Allocation 6.94%12/31/2019 5.35% 5.00% 0.00% 237 N/A
NMMGX Global Real Estate 6.49%12/31/2019 7.15% 4.84% 0.93% 115 $2,500
PYREX Real Estate 8.21%12/31/2019 5.51% 5.45% 1.23% 93 $5,000,000
USRT Real Estate 8.37%12/31/2019 6.29% 6.07% 0.08% 1,670 N/A
VGSIX Real Estate 8.62%12/31/2019 6.40% 5.85% 0.26% 70,724 $3,000
KIFAX Preferred Stock 5.25%12/31/2019 1.28% 3.05% 1.55% 465 $2,500
IARAX Real Estate 8.41%12/31/2019 7.49% 5.89% 1.27% 1,551 $1,000

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