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
BIREX Real Estate 7.54%7/31/2018 5.82% 8.68% 1.05% 22 $2,000,000
VGISX Global Real Estate 7.24%7/31/2018 6.08% 8.01% 1.15% 177 $100,000
CSDIX Real Estate 9.00%7/31/2018 6.88% 9.83% 0.88% 4,554 $100,000
MORT Real Estate 10.26%7/31/2018 11.13% 9.67% 0.41% 145 N/A
PXRIX Global Real Estate 6.17%7/31/2018 6.21% 7.33% 1.25% 45 $100,000
JAREX Global Real Estate 7.25%7/31/2018 7.41% 7.14% 1.69% 764 $2,500
CSEIX Real Estate 8.69%7/31/2018 6.59% 9.54% 1.15% 4,554 $0
RIT Real Estate Equity 12.18%7/31/2018 12.18% N/A N/A 333 N/A
TRRPX Real Estate 7.54%7/31/2018 5.99% 8.57% 0.66% 2,112 $0
PRETX Real Estate 7.75%7/31/2018 5.67% 8.55% 1.19% 3,877 $0
TAREX Global Real Estate 6.52%7/31/2018 4.50% 7.25% 1.11% 1,839 $100,000
PREPX Real Estate 7.89%7/31/2018 5.79% 8.68% 1.07% 3,877 $0
JERIX Global Real Estate 7.13%7/31/2018 6.25% 7.59% 0.87% 262 $1,000,000
JERTX Global Real Estate 6.87%7/31/2018 6.06% 7.40% 1.04% 262 $2,500
STMDX Real Estate 7.84%7/31/2018 6.31% 8.25% 0.81% 92 $1,000,000
PGZ Real Estate 8.02%7/31/2018 6.77% 8.86% 2.62% 138 N/A
MGLIX Global Real Estate 7.16%7/31/2018 6.76% 7.42% 1.10% 968 $0
JARIX Global Real Estate 7.83%7/31/2018 7.92% 7.77% 1.19% 764 $1,000,000
JNGSX Global Real Estate 6.91%7/31/2018 6.09% 7.45% 0.98% 262 $2,500
MNREX Real Estate 7.49%7/31/2018 5.95% 8.51% 1.10% 311 $2,000

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