List of REIT and Real Estate Funds

Fund Name Share Class Type Morningstar Ratingsort ascending Performance Overall YTD (%) Performance Overall 3 Year (%) Performance Overall 5 Year (%) Expense Ratio (%) Net Assets ($mil) Minimum Investments
POSIX Global Real Estate 11.41%2/28/2019 8.31% 6.23% 0.94% 3,530 $0
TRRPX Real Estate 8.57%2/28/2019 8.60% 8.55% 0.66% 2,287 $0
JARIX Global Real Estate 8.00%2/28/2019 10.06% 6.63% 1.19% 785 $1,000,000
TAO China Region 15.01%2/28/2019 21.24% 11.49% 0.70% 51 N/A
PSR Real Estate 12.97%2/28/2019 8.50% 8.32% 0.35% 39 N/A
VGISX Global Real Estate 7.28%2/28/2019 7.92% 6.86% 1.15% 201 $100,000
CSCIX Real Estate 13.19%2/28/2019 7.35% 8.52% 1.80% 5,165 $0
PGZ Real Estate 9.13%2/28/2019 10.95% 7.91% 2.62% 142 N/A
REZ Real Estate 13.72%2/28/2019 7.48% 9.85% 0.48% 420 N/A
DFGEX Global Real Estate 11.24%2/28/2019 6.84% 6.54% 0.24% 8,059 $0
PIREX Real Estate 13.27%2/28/2019 8.09% 8.81% 0.91% 3,922 $0
MGLRX Global Real Estate 7.77%2/28/2019 8.70% 7.15% 0.99% 1,530 $0
MNRIX Real Estate 8.11%2/28/2019 7.87% 8.28% 0.83% 295 $1,000,000
REZ Real Estate 13.72%2/28/2019 7.48% 9.85% 0.48% 420 N/A
CSDIX Real Estate 14.26%2/28/2019 8.33% 9.52% 0.88% 5,165 $100,000
POSAX Global Real Estate 10.69%2/28/2019 7.92% 5.78% 1.31% 3,530 $1,000
JERIX Global Real Estate 11.58%2/28/2019 10.89% 6.19% 0.96% 313 $1,000,000
BIREX Real Estate 8.47%2/28/2019 8.52% 8.44% 1.05% 37 $2,000,000
CSEIX Real Estate 13.93%2/28/2019 8.03% 9.23% 1.15% 5,165 $0
TRRSX Real Estate 13.18%2/28/2019 8.52% 8.46% 0.76% 2,287 $0

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