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
RIT Real Estate Equity 13.23%8/31/2018 13.23% N/A N/A 347 N/A
KBWY Real Estate 11.67%8/31/2018 13.85% 10.22% 0.35% 430 N/A
MORT Real Estate 11.45%8/31/2018 12.74% 10.60% 0.41% 154 N/A
MORT Real Estate 11.45%8/31/2018 12.74% 10.60% 0.41% 154 N/A
MNRIX Real Estate 10.36%8/31/2018 9.48% 10.95% 0.85% 305 $1,000,000
CSDIX Real Estate 10.33%8/31/2018 10.02% 12.06% 0.88% 4,781 $100,000
BIREX Real Estate 10.32%8/31/2018 9.34% 10.97% 1.05% 24 $2,000,000
TAO China Region 10.21%8/31/2018 16.36% 9.25% 0.70% 47 N/A
TRRPX Real Estate 10.13%8/31/2018 9.29% 10.70% 0.66% 2,133 $0
MNREX Real Estate 10.09%8/31/2018 9.20% 10.68% 1.10% 305 $2,000
CSEIX Real Estate 10.02%8/31/2018 9.72% 11.77% 1.15% 4,781 $0
BAREX Real Estate 10.01%8/31/2018 9.05% 10.66% 1.30% 24 $1,000
RNP Allocation--50% to 70% Equity 9.89%8/31/2018 9.33% 11.47% 0.00% 1,042 N/A
PSR Real Estate 9.85%8/31/2018 9.33% 10.19% 0.35% 29 N/A
PRRSX Real Estate 9.74%8/31/2018 8.34% 10.93% 1.26% 1,829 $1,000,000
PETPX Real Estate 9.65%8/31/2018 8.23% 10.83% 1.36% 1,829 $1,000,000
AIAGX Real Estate 9.44%8/31/2018 8.32% 10.18% 1.35% 90 $1,000
PIREX Real Estate 9.40%8/31/2018 9.04% 10.94% 0.87% 3,902 $0
ROOF Real Estate 9.33%8/31/2018 9.62% 9.13% 0.70% 85 N/A
PGZ Real Estate 9.31%8/31/2018 8.70% 9.71% 2.62% 138 N/A

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