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 2.76% 300 $2,500
PGZ Real Estate 9.13%2/28/2019 10.95% 7.91% 2.62% 142 N/A
CNREX Real Estate 8.10%2/28/2019 6.37% 4.09% 2.50% 11 $200
KIFCX Preferred Stock 9.17%2/28/2019 4.00% 3.30% 2.46% 488 $2,500
PETCX Real Estate 14.19%2/28/2019 6.02% 6.97% 2.41% 1,574 $1,000
IRSBX Real Estate 9.87%2/28/2019 4.34% 5.71% 2.39% 429 $750
TIPRX N/A N/A N/A N/A 2.39% 1,544 $2,500
RYCRX Real Estate 9.11%2/28/2019 6.14% 4.02% 2.38% 19 $2,500
JACRX Global Real Estate 6.74%2/28/2019 8.78% 5.38% 2.37% 785 $2,500
IRECX Global Real Estate 3.79%2/28/2019 4.69% 3.18% 2.30% 151 $750
PXRCX Global Real Estate 8.85%2/28/2019 6.98% 4.25% 2.25% 45 $2,500
PCREX Real Estate 10.21%2/28/2019 3.56% 5.34% 2.23% 87 $1,000
PURBX Global Real Estate 8.61%2/28/2019 5.15% 3.86% 2.21% 1,937 $2,500
IRSCX Real Estate 10.18%2/28/2019 4.58% 5.94% 2.19% 429 $750
IREBX Global Real Estate 3.91%2/28/2019 4.81% 3.31% 2.18% 151 $750
AREBX Global Real Estate 9.02%2/28/2019 6.14% 4.55% 2.16% 141 $2,500
DPRCX Real Estate 9.17%2/28/2019 2.55% 4.42% 2.15% 77 $1,000
VGSCX Global Real Estate 6.22%2/28/2019 6.85% 5.80% 2.15% 201 $2,500
DLPCX Global Real Estate 3.98%2/28/2019 4.60% 3.57% 2.15% 36 $1,000
ARYCX Real Estate 10.91%2/28/2019 4.90% 5.80% 2.15% 952 $2,500

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