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
RRREX Real Estate 8.44%8/31/2018 9.10% 9.97% 0.72% 1,285 $2,500
DRLIX Global Real Estate 6.46%8/31/2018 7.26% 7.16% 1.05% 703 $1,000
NGRAX Global Real Estate 7.03%8/31/2018 7.03% N/A 1.37% 3 $1,000
JRS Real Estate 8.41%8/31/2018 9.04% 11.10% 0.00% 315 N/A
AIAGX Real Estate 9.44%8/31/2018 8.32% 10.18% 1.35% 90 $1,000
OREIX Real Estate 8.88%8/31/2018 7.33% 9.91% 0.92% 1,005 $1,000,000
REZ Real Estate 8.98%8/31/2018 8.09% 10.54% 0.48% 333 N/A
PRCEX Real Estate 8.10%8/31/2018 7.76% 9.63% 2.05% 3,902 $1,000
RQI Real Estate 9.19%8/31/2018 10.10% 12.38% 0.00% 1,438 N/A
KBWY Real Estate 11.67%8/31/2018 13.85% 10.22% 0.35% 430 N/A
IYR Real Estate 8.09%8/31/2018 9.06% 9.59% 0.43% 4,395 N/A
ARYNX Global Real Estate 6.72%8/31/2018 6.38% 6.94% 0.92% 74 $5,000,000
BAREX Real Estate 10.01%8/31/2018 9.05% 10.66% 1.30% 24 $1,000
SWASX Global Real Estate 6.65%8/31/2018 8.19% 7.87% 1.05% 293 $100
JERCX Global Real Estate 6.92%8/31/2018 7.35% 7.53% 1.93% 275 $2,500
BLRIX Global Real Estate 6.67%8/31/2018 5.75% 7.29% 0.95% 1,944 $1,000,000
RRGTX Global Real Estate 5.93%8/31/2018 6.82% 6.90% 1.05% 682 $2,500
TAO China Region 10.21%8/31/2018 16.36% 9.25% 0.70% 47 N/A
FRESX Real Estate 8.74%8/31/2018 8.86% 10.14% 0.76% 4,025 $0
IYR Real Estate 8.09%8/31/2018 9.06% 9.59% 0.43% 4,395 N/A

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