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% 272 $2,500
CNREX Real Estate 5.00%10/31/2018 1.27% 3.87% 2.63% 11 $200
PGZ Real Estate 7.46%10/31/2018 6.94% 7.81% 2.62% 135 N/A
KIFCX Preferred Stock 7.94%10/31/2018 1.67% 3.85% 2.46% 505 $2,500
PETCX Real Estate 9.46%10/31/2018 1.69% 6.08% 2.41% 1,688 $1,000
IRSBX Real Estate 5.75%10/31/2018 0.75% 5.13% 2.39% 438 $750
RYCRX Real Estate 5.22%10/31/2018 2.33% 3.57% 2.38% 46 $2,500
JACRX Global Real Estate 3.76%10/31/2018 3.20% 4.14% 2.37% 767 $2,500
IRECX Global Real Estate 0.70%10/31/2018 -0.53% 1.52% 2.30% 65 $750
TIPRX N/A N/A N/A N/A 2.29% 1,228 $2,500
PXRCX Global Real Estate 5.38%10/31/2018 1.90% 3.30% 2.25% 42 $2,500
GIREX N/A N/A N/A N/A 2.23% 2,679 $2,500
PCREX Real Estate 6.22%10/31/2018 0.57% 4.84% 2.23% 90 $1,000
IIRCX Global Real Estate 2.53%10/31/2018 -0.53% -0.20% 2.21% 101 $1,000
PURBX Global Real Estate 4.58%10/31/2018 0.29% 2.22% 2.19% 2,131 $2,500
IRSCX Real Estate 6.04%10/31/2018 0.96% 5.36% 2.19% 438 $750
IREBX Global Real Estate 0.95%10/31/2018 -0.40% 1.86% 2.18% 65 $750
DCREX Real Estate 6.36%10/31/2018 0.92% 5.09% 2.17% 54 $5,000
DPRCX Real Estate 5.41%10/31/2018 -0.11% 4.21% 2.15% 80 $1,000
VGSCX Global Real Estate 4.02%10/31/2018 2.42% 5.09% 2.15% 180 $2,500

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