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
PURZX Global Real Estate 4.87%6/30/2018 3.90% 5.19% 0.97% 2,347 $5,000,000
OREIX Real Estate 7.05%6/30/2018 5.88% 7.82% 0.92% 1,015 $1,000,000
JACRX Global Real Estate 6.52%6/30/2018 7.00% 6.20% 2.37% 748 $2,500
NGRAX Global Real Estate 5.72%6/30/2018 5.72% N/A 1.37% 3 $1,000
PHREX Real Estate 8.23%6/30/2018 6.66% 8.71% 1.50% 14 $5,000
REZ Real Estate 8.41%6/30/2018 7.57% 7.96% 0.48% 298 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
EIREX Real Estate 7.77%6/30/2018 6.85% 8.06% 1.00% 58 $250,000
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
CSCIX Real Estate 8.48%6/30/2018 7.82% 9.01% 1.80% 4,457 $0
DRLAX Global Real Estate 5.34%6/30/2018 5.31% 5.90% 1.30% 700 $1,000
MRESX Real Estate 8.20%6/30/2018 7.29% 8.39% 1.09% 260 $2,000
AIAGX Real Estate 7.63%6/30/2018 6.96% 8.08% 1.25% 93 $1,000
IYR Real Estate 7.25%6/30/2018 7.57% 7.60% 0.44% 3,967 N/A
RQI Real Estate 8.24%6/30/2018 8.59% 9.77% 0.00% 1,442 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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