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
KSRYX Real Estate 4.25%12/31/2017 2.51% 6.59% 1.54% 36 $100,000
GIRTX Global Real Estate 1.94%12/31/2017 4.01% 3.88% 1.14% 126 $0
RYCRX Real Estate 3.93%12/31/2017 2.91% 6.00% 2.38% 18 $2,500
IRESX Global Real Estate 2.70%12/31/2017 2.70% N/A 1.05% 68 $0
OGRCX Global Real Estate 2.42%12/31/2017 2.42% N/A 2.25% 53 $1,000
PETAX Real Estate 7.71%12/31/2017 5.03% 6.72% 1.14% 2,043 $1,000
RYHRX Real Estate 4.72%12/31/2017 3.69% 6.79% 1.62% 18 $2,500
LRIOX Real Estate 2.26%12/31/2017 -0.44% 4.06% 1.30% 26 $2,500
MSOLX Global Real Estate 2.92%12/31/2017 3.00% 2.87% 1.85% 35 $1,000
GIREX N/A N/A N/A N/A 1.91% 2,060 $2,500
PFFR Preferred Stock N/A N/A N/A N/A 0.45% 23 N/A
TIPRX N/A N/A N/A N/A 1.95% 871 $2,500
AWP Global Real Estate N/A 4.18%12/31/2017 7.41% 6.52% N/A 655 N/A
RIT Real Estate Equity N/A N/A12/31/2017 N/A N/A N/A 312 N/A
RREDX N/A N/A N/A N/A 2.01% 241 $2,500
IGR Global Real Estate N/A 2.29%12/31/2017 1.95% 4.87% 0.00% 1,041 N/A

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