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
MORT Real Estate 10.14%10/31/2018 12.29% 8.71% 0.41% 143 N/A
MORT Real Estate 10.14%10/31/2018 12.29% 8.71% 0.41% 143 N/A
REM Real Estate 8.70%10/31/2018 12.03% 8.46% 0.48% 1,194 N/A
RIT Real Estate Equity 10.27%10/31/2018 10.27% N/A N/A 352 N/A
TAO China Region 9.47%10/31/2018 8.29% 5.31% 0.70% 39 N/A
PGZ Real Estate 7.46%10/31/2018 6.94% 7.81% 2.62% 135 N/A
KBWY Real Estate 5.94%10/31/2018 6.08% 5.85% 0.35% 371 N/A
DREYX Real Estate 8.42%10/31/2018 5.28% 7.83% 0.73% 206 $5,000,000
FRIFX Real Estate 7.96%10/31/2018 5.23% 5.70% 0.75% 5,233 $0
FRIRX Real Estate 5.54%10/31/2018 5.22% 5.75% 0.75% 5,233 $0
DRW Global Real Estate 6.90%10/31/2018 5.19% 3.80% 0.58% 97 N/A
MGLRX Global Real Estate 5.52%10/31/2018 5.10% 5.80% 1.05% 1,378 $0
RPFRX Real Estate 8.15%10/31/2018 5.03% 7.59% 0.97% 206 $1,000
MGLIX Global Real Estate 5.45%10/31/2018 5.00% 5.75% 1.10% 1,378 $0
RNP Allocation--50% to 70% Equity 11.40%10/31/2018 4.98% 8.80% 0.00% 999 N/A
FRINX Real Estate 5.26%10/31/2018 4.96% 5.47% 1.02% 5,233 $0
FSREX Real Estate 5.28%10/31/2018 4.93% 5.51% 0.00% 905 $0
FRIQX Real Estate 5.21%10/31/2018 4.90% 5.42% 1.04% 5,233 $0
MGLAX Global Real Estate 5.22%10/31/2018 4.79% 5.51% 1.35% 1,378 $1,000

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