List of REIT and Real Estate Funds

Fund Name Share Class Type Morningstar Rating Performance Overall YTD (%) Performance Overall 3 Year (%)sort ascending Performance Overall 5 Year (%) Expense Ratio (%) Net Assets ($mil) Minimum Investments
REPIX Trading--Leveraged Equity 5.52%6/30/2013 21.74% -1.80% 1.68% 9 $15,000
TAO China Region 7.69%12/31/2017 15.41% 8.81% 0.70% 77 N/A
DRW Global Real Estate 5.21%12/31/2017 10.28% 7.20% 0.58% 107 N/A
CGMRX Mid-Cap Blend 8.46%12/31/2017 9.54% 11.94% 0.99% 1,039 $2,500
REM Real Estate 5.03%12/31/2017 8.96% 8.03% 0.48% 1,106 N/A
MORT Real Estate 8.90%12/31/2017 8.84% 8.94% 0.41% 139 N/A
MORT Real Estate 8.90%12/31/2017 8.84% 8.94% 0.41% 139 N/A
JARIX Global Real Estate 8.01%12/31/2017 8.53% 7.66% 1.19% 557 $1,000,000
RNP Allocation--50% to 70% Equity 9.24%12/31/2017 8.35% 11.17% 0.00% 1,048 N/A
JAREX Global Real Estate 7.39%12/31/2017 8.00% 6.98% 1.69% 557 $2,500
VGRNX Global Real Estate 6.65%12/31/2017 7.83% 5.86% 0.13% 6,780 $5,000,000
VNQI Global Real Estate 6.63%12/31/2017 7.81% 5.84% 0.15% 6,780 N/A
VNQI Global Real Estate 6.63%12/31/2017 7.81% 5.84% 0.15% 6,780 N/A
VGRLX Global Real Estate 6.62%12/31/2017 7.80% 5.84% 0.15% 6,780 $10,000
FIREX Global Real Estate 5.05%12/31/2017 7.79% 7.98% 1.12% 519 $2,500
VGXRX Global Real Estate 6.44%12/31/2017 7.59% 5.67% 0.35% 6,780 $3,000
CSDIX Real Estate 9.42%12/31/2017 7.42% 11.43% 0.91% 4,346 $100,000
AWP Global Real Estate N/A 4.18%12/31/2017 7.41% 6.52% N/A 655 N/A
JACRX Global Real Estate 6.75%12/31/2017 7.26% 6.41% 2.37% 557 $2,500
CSEIX Real Estate 9.11%12/31/2017 7.14% 11.14% 1.19% 4,346 $0

Pages

The information on this Site is for informational purposes only and the Site is not intended to be a solicitation related to any particular company, nor does Nareit intend to provide investment, financial, legal or tax advice. More...