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
KBWY Real Estate 9.84%6/30/2018 11.45% 8.77% 0.35% 427 N/A
MORT Real Estate 9.52%6/30/2018 10.95% 8.57% 0.41% 143 N/A
MORT Real Estate 9.52%6/30/2018 10.95% 8.57% 0.41% 143 N/A
REM Real Estate 7.09%6/30/2018 10.68% 8.11% 0.48% 1,125 N/A
TAO China Region 9.09%6/30/2018 10.65% 10.23% 0.70% 64 N/A
CSDIX Real Estate 9.52%6/30/2018 8.83% 10.04% 0.88% 4,457 $100,000
DREYX Real Estate 7.37%6/30/2018 8.76% 8.56% 0.73% 209 $5,000,000
RQI Real Estate 8.24%6/30/2018 8.59% 9.77% 0.00% 1,442 N/A
RPFRX Real Estate 7.10%6/30/2018 8.51% 8.31% 0.97% 209 $1,000
CSEIX Real Estate 9.19%6/30/2018 8.51% 9.72% 1.15% 4,457 $0
TIREX Real Estate 8.26%6/30/2018 8.47% 8.93% 0.51% 2,109 $2,000,000
RNP Allocation--50% to 70% Equity 9.07%6/30/2018 8.33% 9.66% 0.00% 1,046 N/A
TRRPX Real Estate 8.58%6/30/2018 8.31% 8.76% 0.66% 2,109 $0
JARIX Global Real Estate 7.79%6/30/2018 8.28% 7.46% 1.19% 748 $1,000,000
TRRSX Real Estate 7.99%6/30/2018 8.20% 8.64% 0.76% 2,109 $0
TCREX Real Estate 7.93%6/30/2018 8.14% 8.58% 0.82% 2,109 $2,500
STMDX Real Estate 8.55%6/30/2018 8.08% 8.48% 0.81% 93 $1,000,000
PSR Real Estate 8.17%6/30/2018 8.07% 8.24% 0.35% 25 N/A
PIREX Real Estate 8.75%6/30/2018 8.02% 9.14% 0.87% 3,842 $0

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