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% 266 $2,500
CNREX Real Estate 5.51%8/31/2018 5.68% 7.38% 2.63% 11 $200
PGZ Real Estate 9.31%8/31/2018 8.70% 9.71% 2.62% 138 N/A
KIFCX Preferred Stock 6.54%8/31/2018 4.09% 5.42% 2.46% 585 $2,500
PETCX Real Estate 8.47%8/31/2018 7.07% 9.67% 2.41% 1,829 $1,000
IRSBX Real Estate 6.05%8/31/2018 5.92% 7.88% 2.39% 482 $750
RYCRX Real Estate 5.28%8/31/2018 6.90% 6.51% 2.38% 77 $2,500
JACRX Global Real Estate 7.97%8/31/2018 8.60% 7.55% 2.37% 815 $2,500
IVRCX Global Real Estate 5.69%8/31/2018 5.29% 5.96% 2.32% 81 $750
IRECX Global Real Estate 4.17%8/31/2018 3.72% 4.46% 2.30% 69 $750
IVRBX Global Real Estate 5.69%8/31/2018 5.28% 5.96% 2.30% 81 $750
TIPRX N/A N/A N/A N/A 2.29% 1,162 $2,500
PXRCX Global Real Estate 5.77%8/31/2018 6.52% 7.00% 2.25% 44 $2,500
PCREX Real Estate 6.38%8/31/2018 5.98% 7.80% 2.23% 100 $1,000
GIREX N/A N/A N/A N/A 2.23% 2,597 $2,500
IIRCX Global Real Estate 3.08%8/31/2018 3.45% 3.42% 2.21% 115 $1,000
PREEX Global Real Estate 4.07%8/31/2018 4.88% 5.51% 2.20% 135 $1,000
IRSCX Real Estate 6.34%8/31/2018 6.11% 8.11% 2.19% 482 $750
PURBX Global Real Estate 4.65%8/31/2018 4.58% 5.20% 2.19% 2,246 $2,500
IREBX Global Real Estate 4.30%8/31/2018 3.86% 4.59% 2.18% 69 $750

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