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
IRSYX Real Estate 6.70%6/30/2018 5.97% 7.17% 1.26% 485 $0
CSSPX Global Real Estate 5.77%6/30/2018 5.95% 6.68% 0.90% 1,207 $100,000
CSRIX Real Estate 8.26%6/30/2018 7.74% 8.57% 0.75% 2,857 $1,000,000
PRERX Real Estate 8.19%6/30/2018 7.47% 8.58% 1.38% 3,842 $0
OREIX Real Estate 7.05%6/30/2018 5.88% 7.82% 0.92% 1,015 $1,000,000
VGSNX Real Estate 7.42%6/30/2018 6.75% 7.44% 0.10% 60,751 $5,000,000
AEEIX Global Real Estate 5.79%6/30/2018 5.68% 6.38% 0.98% 139 $2,000,000
DRLYX Global Real Estate 5.61%6/30/2018 5.61% N/A 1.03% 700 $1,000,000
PRENX Real Estate 7.99%6/30/2018 7.26% 8.38% 1.56% 3,842 $0
PHREX Real Estate 8.23%6/30/2018 6.66% 8.71% 1.50% 14 $5,000
EIREX Real Estate 7.77%6/30/2018 6.85% 8.06% 1.00% 58 $250,000
REZ Real Estate 8.41%6/30/2018 7.57% 7.96% 0.48% 298 N/A
DRLAX Global Real Estate 5.34%6/30/2018 5.31% 5.90% 1.30% 700 $1,000
ARSYX Global Real Estate 5.69%6/30/2018 5.59% 6.30% 1.09% 139 $0
CSFAX Global Real Estate 5.41%6/30/2018 5.59% 6.32% 1.22% 1,207 $0
AIAGX Real Estate 7.63%6/30/2018 6.96% 8.08% 1.25% 93 $1,000
DFREX Real Estate 7.75%6/30/2018 7.53% 7.95% 0.18% 9,086 $0
IYR Real Estate 7.25%6/30/2018 7.57% 7.60% 0.44% 3,967 N/A
ASRAX Global Real Estate 4.74%6/30/2018 3.90% 4.76% 1.26% 1,059 $1,000
VGSCX Global Real Estate 6.57%6/30/2018 6.10% 6.88% 2.15% 175 $2,500

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