List of REIT and Real Estate Funds

Fund Name Share Class Type Morningstar Rating Performance Overall YTD (%)sort ascending Performance Overall 3 Year (%) Performance Overall 5 Year (%) Expense Ratio (%) Net Assets ($mil) Minimum Investments
RNP Allocation--50% to 70% Equity 11.40%10/31/2018 4.98% 8.80% 0.00% 999 N/A
PRRSX Real Estate 10.75%10/31/2018 2.90% 7.35% 1.26% 1,688 $1,000,000
PETPX Real Estate 10.65%10/31/2018 2.79% 7.24% 1.36% 1,688 $1,000,000
PETAX Real Estate 10.28%10/31/2018 2.49% 6.88% 1.66% 1,688 $1,000
RIT Real Estate Equity 10.27%10/31/2018 10.27% N/A N/A 352 N/A
RQI Real Estate 10.24%10/31/2018 3.82% 8.77% 0.00% 1,370 N/A
MORT Real Estate 10.14%10/31/2018 12.29% 8.71% 0.41% 143 N/A
MORT Real Estate 10.14%10/31/2018 12.29% 8.71% 0.41% 143 N/A
CSDIX Real Estate 9.82%10/31/2018 4.18% 8.81% 0.88% 4,561 $100,000
AIGYX Real Estate 9.58%10/31/2018 3.44% 7.60% 1.10% 87 $1,000,000
CSEIX Real Estate 9.50%10/31/2018 3.87% 8.51% 1.15% 4,561 $0
TAO China Region 9.47%10/31/2018 8.29% 5.31% 0.70% 39 N/A
PETCX Real Estate 9.46%10/31/2018 1.69% 6.08% 2.41% 1,688 $1,000
JRS Real Estate 9.08%10/31/2018 3.16% 8.09% 0.00% 300 N/A
KIFYX Preferred Stock 9.04%10/31/2018 2.70% 4.88% 1.51% 505 $100,000
REZ Real Estate 9.03%10/31/2018 4.62% 8.27% 0.48% 317 N/A
REZ Real Estate 9.03%10/31/2018 4.62% 8.27% 0.48% 317 N/A
PIREX Real Estate 8.98%10/31/2018 4.19% 8.07% 0.87% 3,694 $0
STMDX Real Estate 8.86%10/31/2018 4.56% 7.56% 0.81% 90 $1,000,000
CSCIX Real Estate 8.80%10/31/2018 3.21% 7.82% 1.80% 4,561 $0

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