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
IARFX Real Estate 7.77%6/30/2018 7.51% 7.95% 0.80% 1,493 $10,000,000
NGRAX Global Real Estate 5.72%6/30/2018 5.72% N/A 1.37% 3 $1,000
FRSSX Real Estate 7.26%6/30/2018 6.38% 7.20% 1.54% 3,626 $0
DGRPX Global Real Estate 4.82%6/30/2018 4.39% 5.20% 1.40% 45 $1,000
PSR Real Estate 8.17%6/30/2018 8.07% 8.24% 0.35% 25 N/A
JRS Real Estate 7.40%6/30/2018 7.65% 8.62% 0.00% 319 N/A
OIRGX Global Real Estate 5.19%6/30/2018 4.21% 5.83% 1.05% 44 $1,000,000
CREEX Real Estate 6.97%6/30/2018 6.61% 7.15% 1.04% 335 $2,000
GFMRX Global Real Estate 6.49%6/30/2018 5.81% 6.94% 1.00% 151 $250
IARRX Real Estate 6.82%6/30/2018 6.74% 7.19% 1.52% 1,493 $0
RRGIX Global Real Estate 5.27%6/30/2018 5.54% 6.07% 0.95% 670 $1,000,000
CSCIX Real Estate 8.48%6/30/2018 7.82% 9.01% 1.80% 4,457 $0
JAREX Global Real Estate 7.21%6/30/2018 7.77% 6.84% 1.69% 748 $2,500
MRESX Real Estate 8.20%6/30/2018 7.29% 8.39% 1.09% 260 $2,000
DGROX Global Real Estate 5.08%6/30/2018 4.68% 5.48% 1.15% 45 $0
RQI Real Estate 8.24%6/30/2018 8.59% 9.77% 0.00% 1,442 N/A
PHRIX Real Estate 7.36%6/30/2018 6.61% 7.74% 1.11% 755 $100,000
ARIIX Global Real Estate 6.21%6/30/2018 6.03% 6.74% 0.69% 307 $2,000,000
ARYNX Global Real Estate 5.27%6/30/2018 4.40% 5.84% 0.92% 74 $5,000,000
NBRFX Real Estate 8.00%6/30/2018 7.65% 7.29% 1.41% 457 $1,000

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