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
AIGYX Real Estate 12.38%11/30/2018 5.31% 9.59% 1.10% 88 $1,000,000
MORT Real Estate 10.74%11/30/2018 12.24% 9.73% 0.41% 146 N/A
MNRIX Real Estate 8.00%11/30/2018 5.46% 9.69% 0.85% 295 $1,000,000
MGLRX Global Real Estate 6.72%11/30/2018 6.40% 6.93% 1.05% 1,374 $0
JERIX Global Real Estate 10.06%11/30/2018 6.05% 6.46% 0.87% 281 $1,000,000
GFMRX Global Real Estate 5.59%11/30/2018 4.33% 6.43% 1.00% 146 $250
CSDIX Real Estate 12.46%11/30/2018 6.03% 11.01% 0.88% 4,846 $100,000
STMDX Real Estate 11.31%11/30/2018 6.40% 9.56% 0.81% 92 $1,000,000
JERCX Global Real Estate 8.96%11/30/2018 4.96% 5.35% 1.93% 281 $2,500
TAO China Region 11.43%11/30/2018 12.75% 7.63% 0.70% 40 N/A
MGLIX Global Real Estate 6.65%11/30/2018 6.33% 6.86% 1.10% 1,374 $0
BIREX Real Estate 8.34%11/30/2018 5.89% 9.98% 1.05% 25 $2,000,000
DREYX Real Estate 10.90%11/30/2018 6.51% 9.65% 0.73% 211 $5,000,000
CSEIX Real Estate 12.13%11/30/2018 5.75% 10.71% 1.15% 4,846 $0
JERSX Global Real Estate 9.58%11/30/2018 5.53% 5.97% 1.31% 281 $2,500
TIREX Real Estate 11.51%11/30/2018 6.30% 9.82% 0.51% 2,143 $2,000,000
MGLAX Global Real Estate 6.39%11/30/2018 6.05% 6.61% 1.35% 1,374 $1,000
JERAX Global Real Estate 9.76%11/30/2018 5.76% 6.16% 1.15% 281 $2,500
VGSAX Global Real Estate 6.11%11/30/2018 4.50% 7.19% 1.40% 182 $2,500
RIT Real Estate Equity 10.65%11/30/2018 10.65% N/A N/A 358 N/A

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