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
MORT Real Estate 10.11%2/28/2019 14.77% 7.01% 0.41% 164 N/A
IARIX Real Estate 12.06%2/28/2019 7.39% 7.48% 0.89% 1,444 $10,000,000
NGRIX Global Real Estate 7.94%2/28/2019 7.94% N/A 1.01% 4 $1,000,000
ARSYX Global Real Estate 10.17%2/28/2019 7.24% 5.64% 1.10% 141 $0
ASRFX Global Real Estate 4.80%2/28/2019 5.21% 4.52% 0.83% 952 $10,000,000
PETCX Real Estate 14.19%2/28/2019 6.02% 6.97% 2.41% 1,574 $1,000
RNP Allocation--50% to 70% Equity 16.16%2/28/2019 8.30% 9.01% 0.00% 1,065 N/A
LREOX Real Estate 12.43%2/28/2019 6.54% 6.47% 1.28% 66 $2,500
RRRRX Real Estate 12.84%2/28/2019 6.94% 7.98% 0.64% 1,313 $1,000,000
CSFAX Global Real Estate 10.27%2/28/2019 7.75% 5.80% 1.22% 1,374 $0
POSCX Global Real Estate 9.83%2/28/2019 7.07% 4.96% 2.07% 3,530 $1,000
STMDX Real Estate 12.46%2/28/2019 7.85% 8.46% 0.82% 99 $1,000,000
NBRFX Real Estate 12.37%2/28/2019 7.57% 7.32% 1.42% 443 $1,000
VGSCX Global Real Estate 6.22%2/28/2019 6.85% 5.80% 2.15% 201 $2,500
FIREX Global Real Estate 9.94%2/28/2019 9.59% 5.26% 1.05% 540 $0
PRETX Real Estate 12.90%2/28/2019 7.76% 8.48% 1.19% 3,922 $0
ICF Real Estate 12.91%2/28/2019 6.76% 8.34% 0.34% 2,118 N/A
VNQI Global Real Estate 6.04%2/28/2019 8.37% 4.49% 0.12% 6,498 N/A
TRREX Real Estate 11.77%2/28/2019 4.75% 6.52% 0.73% 4,534 $2,500
EAREX Real Estate 6.79%2/28/2019 5.62% 7.57% 1.25% 49 $1,000

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