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% 1.68% 45 $15,000
TAO China Region 10.21%8/31/2018 16.36% 9.25% 0.70% 47 N/A
KBWY Real Estate 11.67%8/31/2018 13.85% 10.22% 0.35% 430 N/A
RIT Real Estate Equity 13.23%8/31/2018 13.23% N/A N/A 347 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
REM Real Estate 8.58%8/31/2018 12.36% 10.13% 0.48% 1,233 N/A
DREYX Real Estate 8.28%8/31/2018 10.50% 10.44% 0.73% 216 $5,000,000
DRW Global Real Estate 6.92%8/31/2018 10.43% 7.56% 0.58% 105 N/A
RPFRX Real Estate 8.01%8/31/2018 10.25% 10.20% 0.97% 216 $1,000
RQI Real Estate 9.19%8/31/2018 10.10% 12.38% 0.00% 1,438 N/A
CSDIX Real Estate 10.33%8/31/2018 10.02% 12.06% 0.88% 4,781 $100,000
JARIX Global Real Estate 9.26%8/31/2018 9.90% 8.83% 1.19% 815 $1,000,000
CSEIX Real Estate 10.02%8/31/2018 9.72% 11.77% 1.15% 4,781 $0
RIF Real Estate 7.46%8/31/2018 9.63% 10.69% N/A 232 N/A
ROOF Real Estate 9.33%8/31/2018 9.62% 9.13% 0.70% 85 N/A
STMDX Real Estate 9.26%8/31/2018 9.57% 10.53% 0.81% 94 $1,000,000
MNRIX Real Estate 10.36%8/31/2018 9.48% 10.95% 0.85% 305 $1,000,000
TIREX Real Estate 8.97%8/31/2018 9.43% 10.85% 0.51% 2,133 $2,000,000
JAREX Global Real Estate 8.69%8/31/2018 9.37% 8.23% 1.69% 815 $2,500

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