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
CSDIX Real Estate 7.03%3/31/2018 3.00% 8.08% 0.91% 4,103 $100,000
PRETX Real Estate 6.17%3/31/2018 1.85% 7.33% 1.19% 3,446 $0
STMDX Real Estate 5.81%3/31/2018 1.72% 6.05% 0.81% 85 $1,000,000
PREPX Real Estate 6.29%3/31/2018 1.97% 7.45% 1.07% 3,446 $0
JERAX Global Real Estate 5.50%3/31/2018 4.02% 5.87% 1.12% 237 $2,500
CSEIX Real Estate 6.72%3/31/2018 2.72% 7.79% 1.19% 4,103 $0
BREIX Real Estate 6.40%3/31/2018 3.14% 8.57% 1.07% 1,021 $1,000,000
CSRIX Real Estate 5.68%3/31/2018 1.49% 6.56% 0.75% 2,641 $1,000,000
POSCX Global Real Estate 3.55%3/31/2018 1.50% 4.45% 2.12% 2,808 $1,000
AIAGX Real Estate 4.34%3/31/2018 1.23% 6.42% 1.25% 94 $2,500
PHRIX Real Estate 4.95%3/31/2018 0.61% 5.90% 1.11% 727 $100,000
ASRCX Global Real Estate 2.84%3/31/2018 0.96% 2.43% 2.01% 1,090 $1,000
REINX Real Estate 4.83%3/31/2018 1.48% 5.75% 1.23% 1,393 $1,000
IREIX Real Estate 4.53%3/31/2018 0.07% 5.58% 1.05% 476 $0
REIIX Real Estate 1.40%3/31/2018 1.40% N/A 1.10% 83 $1,000,000
NBRIX Real Estate 4.56%3/31/2018 2.56% 5.89% 0.86% 449 $1,000,000
ARSYX Global Real Estate 3.56%3/31/2018 1.98% 4.17% 1.09% 134 $0
AEEIX Global Real Estate 3.65%3/31/2018 2.05% 4.26% 0.98% 134 $2,000,000
JACRX Global Real Estate 3.88%3/31/2018 3.06% 4.42% 2.37% 620 $2,500
IARIX Real Estate 5.23%3/31/2018 1.83% 6.13% 0.89% 1,393 $10,000,000

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