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% 7 $15,000
TAO China Region 9.54%3/31/2018 15.05% 9.97% 0.70% 83 N/A
DRW Global Real Estate 5.20%3/31/2018 7.93% 6.50% 0.58% 105 N/A
REM Real Estate 4.28%3/31/2018 6.56% 3.68% 0.48% 1,003 N/A
MORT Real Estate 5.19%3/31/2018 6.43% 4.36% 0.41% 133 N/A
MORT Real Estate 5.19%3/31/2018 6.43% 4.36% 0.41% 133 N/A
VGRNX Global Real Estate 5.41%3/31/2018 6.22% 4.87% 0.12% 6,791 $5,000,000
VGRLX Global Real Estate 5.39%3/31/2018 6.20% 4.85% 0.14% 6,791 $10,000
VNQI Global Real Estate 5.38%3/31/2018 6.19% 4.84% 0.14% 6,791 N/A
VNQI Global Real Estate 5.38%3/31/2018 6.19% 4.84% 0.14% 6,791 N/A
VGXRX Global Real Estate 5.19%3/31/2018 5.97% 4.66% 0.34% 6,791 $3,000
FIREX Global Real Estate 4.68%3/31/2018 5.64% 6.63% 1.12% 562 $2,500
CGMRX Mid-Cap Blend 6.60%3/31/2018 5.50% 8.80% 0.99% 901 $2,500
TAREX Global Real Estate 6.62%3/31/2018 5.17% 8.63% 1.11% 1,876 $100,000
PXRIX Global Real Estate 4.66%3/31/2018 5.08% 5.85% 1.25% 27 $100,000
IRFIX Global Real Estate 3.50%3/31/2018 5.06% 4.45% 1.00% 652 $100,000
EGLRX Global Real Estate 0.41%3/31/2018 5.04% 1.21% 1.37% 122 $1,000,000
PXRAX Global Real Estate 4.40%3/31/2018 4.81% 5.59% 1.50% 27 $2,500
EGALX Global Real Estate 2.49%3/31/2018 4.80% 0.95% 1.62% 122 $2,500
IRFAX Global Real Estate 3.14%3/31/2018 4.70% 4.07% 1.35% 652 $0

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