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% 24 $15,000
TAO China Region 10.70%12/31/2018 11.14% 8.19% 0.70% 39 N/A
REM Real Estate 8.00%12/31/2018 10.73% 7.50% 0.48% 1,151 N/A
MORT Real Estate 8.53%12/31/2018 10.34% 7.32% 0.41% 151 N/A
MORT Real Estate 8.53%12/31/2018 10.34% 7.32% 0.41% 151 N/A
RIT Real Estate Equity 10.28%12/31/2018 10.28% N/A N/A 366 N/A
PGZ Real Estate 7.55%12/31/2018 7.02% 7.90% 2.62% 136 N/A
DRW Global Real Estate 7.52%12/31/2018 6.38% 4.94% 0.58% 108 N/A
IRFIX Global Real Estate 5.75%12/31/2018 4.74% 3.09% 1.00% 585 $100,000
JERIX Global Real Estate 7.83%12/31/2018 4.52% 5.03% 0.87% 273 $1,000,000
JNGSX Global Real Estate 4.70%12/31/2018 4.39% 4.90% 0.98% 273 $2,500
IRFAX Global Real Estate 5.39%12/31/2018 4.39% 2.73% 1.35% 585 $0
FRIRX Real Estate 5.00%12/31/2018 4.38% 5.41% 0.75% 5,076 $0
FRIFX Real Estate 8.15%12/31/2018 4.37% 5.39% 0.75% 5,076 $0
JERTX Global Real Estate 4.65%12/31/2018 4.33% 4.86% 1.04% 273 $2,500
MGLRX Global Real Estate 5.07%12/31/2018 4.26% 5.62% 0.99% 1,397 $0
FSREX Real Estate 4.77%12/31/2018 4.26% 5.11% 0.00% 882 $0
FIREX Global Real Estate 6.41%12/31/2018 4.24% 3.72% 1.05% 511 $0
JERAX Global Real Estate 7.53%12/31/2018 4.22% 4.74% 1.15% 273 $2,500
MGLIX Global Real Estate 5.00%12/31/2018 4.19% 5.55% 1.08% 1,397 $0

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