List of REIT and Real Estate Funds

Fund Name Share Class Type Morningstar Rating Performance Overall YTD (%) Performance Overall 3 Year (%)sort ascending Performance Overall 5 Year (%) Expense Ratio (%) Net Assets ($mil) Minimum Investments
REPIX Trading--Leveraged Equity 5.52%6/30/2013 21.74% -1.80% 1.78% 54 $15,000
TAO China Region 15.01%2/28/2019 21.24% 11.49% 0.70% 51 N/A
MORT Real Estate 10.11%2/28/2019 14.77% 7.01% 0.41% 164 N/A
MORT Real Estate 10.11%2/28/2019 14.77% 7.01% 0.41% 164 N/A
REM Real Estate 10.13%2/28/2019 14.70% 7.05% 0.48% 1,264 N/A
RIT Real Estate Equity 13.43%2/28/2019 13.43% N/A N/A 445 N/A
DRW Global Real Estate 11.07%2/28/2019 12.20% 6.70% 0.58% 113 N/A
CGMRX Large Blend 11.50%2/28/2019 11.31% 5.51% 0.97% 746 $2,500
PGZ Real Estate 9.13%2/28/2019 10.95% 7.91% 2.62% 142 N/A
JERIX Global Real Estate 11.58%2/28/2019 10.89% 6.19% 0.96% 313 $1,000,000
JNGSX Global Real Estate 7.96%2/28/2019 10.78% 6.09% 1.07% 313 $2,500
JERTX Global Real Estate 7.93%2/28/2019 10.76% 6.04% 1.14% 313 $2,500
JERAX Global Real Estate 11.29%2/28/2019 10.61% 5.93% 1.26% 313 $2,500
JERSX Global Real Estate 11.10%2/28/2019 10.39% 5.72% 1.43% 313 $2,500
JARIX Global Real Estate 8.00%2/28/2019 10.06% 6.63% 1.19% 785 $1,000,000
JERCX Global Real Estate 10.49%2/28/2019 9.81% 5.12% 2.02% 313 $2,500
BREIX Real Estate 6.10%2/28/2019 9.73% 3.68% 1.06% 621 $1,000,000
FIREX Global Real Estate 9.94%2/28/2019 9.59% 5.26% 1.05% 540 $0
JAREX Global Real Estate 7.48%2/28/2019 9.58% 6.08% 1.62% 785 $2,500
IRFIX Global Real Estate 9.35%2/28/2019 9.50% 5.09% 1.00% 645 $100,000

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