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
KBWY Real Estate 9.84%6/30/2018 11.45% 8.77% 0.35% 427 N/A
MORT Real Estate 9.52%6/30/2018 10.95% 8.57% 0.41% 143 N/A
MORT Real Estate 9.52%6/30/2018 10.95% 8.57% 0.41% 143 N/A
CSDIX Real Estate 9.52%6/30/2018 8.83% 10.04% 0.88% 4,457 $100,000
CSEIX Real Estate 9.19%6/30/2018 8.51% 9.72% 1.15% 4,457 $0
TAO China Region 9.09%6/30/2018 10.65% 10.23% 0.70% 64 N/A
RNP Allocation--50% to 70% Equity 9.07%6/30/2018 8.33% 9.66% 0.00% 1,046 N/A
PRRSX Real Estate 8.77%6/30/2018 6.71% 8.44% 0.74% 1,954 $1,000,000
PIREX Real Estate 8.75%6/30/2018 8.02% 9.14% 0.87% 3,842 $0
PETPX Real Estate 8.65%6/30/2018 6.57% 8.31% 0.84% 1,954 $1,000,000
TRRPX Real Estate 8.58%6/30/2018 8.31% 8.76% 0.66% 2,109 $0
STMDX Real Estate 8.55%6/30/2018 8.08% 8.48% 0.81% 93 $1,000,000
PREPX Real Estate 8.52%6/30/2018 7.80% 8.91% 1.07% 3,842 $0
CSCIX Real Estate 8.48%6/30/2018 7.82% 9.01% 1.80% 4,457 $0
MNRIX Real Estate 8.44%6/30/2018 7.67% 8.96% 0.85% 311 $1,000,000
REZ Real Estate 8.41%6/30/2018 7.57% 7.96% 0.48% 298 N/A
REZ Real Estate 8.41%6/30/2018 7.57% 7.96% 0.48% 298 N/A
PRETX Real Estate 8.39%6/30/2018 7.68% 8.78% 1.19% 3,842 $0
PREJX Real Estate 8.38%6/30/2018 7.76% 8.82% 1.13% 3,842 $1,000
PGZ Real Estate 8.33%6/30/2018 7.25% 9.05% 2.62% 138 N/A

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