List of REIT and Real Estate Funds

Fund Name Share Class Type Morningstar Rating Performance Overall YTD (%) Performance Overall 3 Year (%) Performance Overall 5 Year (%) Expense Ratio (%)sort ascending Net Assets ($mil) Minimum Investments
RREDX N/A N/A N/A N/A 2.70% 282 $2,500
CNREX Real Estate 4.41%12/31/2018 0.54% 2.70% 2.63% 11 $200
PGZ Real Estate 7.55%12/31/2018 7.02% 7.90% 2.62% 136 N/A
KIFCX Preferred Stock 6.75%12/31/2018 -0.08% 2.61% 2.46% 469 $2,500
PETCX Real Estate 9.53%12/31/2018 -0.12% 7.07% 2.41% 1,488 $1,000
IRSBX Real Estate 5.85%12/31/2018 -0.98% 5.23% 2.39% 411 $750
RYCRX Real Estate 5.01%12/31/2018 0.63% 3.23% 2.38% 9 $2,500
JACRX Global Real Estate 3.10%12/31/2018 2.55% 3.46% 2.37% 715 $2,500
IRECX Global Real Estate 0.80%12/31/2018 -0.62% 1.76% 2.30% 119 $750
TIPRX N/A N/A N/A N/A 2.29% 1,368 $2,500
PXRCX Global Real Estate 5.89%12/31/2018 2.81% 3.42% 2.25% 42 $2,500
GIREX N/A N/A N/A N/A 2.23% 2,895 $2,500
PCREX Real Estate 6.15%12/31/2018 -1.43% 4.92% 2.23% 84 $1,000
PURBX Global Real Estate 4.87%12/31/2018 0.06% 2.36% 2.21% 2,051 $2,500
IRSCX Real Estate 6.14%12/31/2018 -0.77% 5.46% 2.19% 411 $750
IREBX Global Real Estate 1.02%12/31/2018 -0.47% 2.01% 2.18% 119 $750
DCREX Real Estate 6.36%12/31/2018 -0.89% 4.99% 2.17% 53 $5,000
DPRCX Real Estate 5.16%12/31/2018 -2.48% 3.95% 2.15% 76 $1,000
VGSCX Global Real Estate 3.88%12/31/2018 1.79% 5.28% 2.15% 180 $2,500
ARYCX Real Estate 6.68%12/31/2018 -0.27% 5.29% 2.15% 903 $2,500

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