List of REIT and Real Estate Funds

Fund Name Share Class Typesort descending Morningstar Rating Performance Overall YTD (%) Performance Overall 3 Year (%) Performance Overall 5 Year (%) Expense Ratio (%) Net Assets ($mil) Minimum Investments
RWO Global Real Estate 5.35%12/31/2017 3.72% 6.44% 0.50% 2,747 N/A
IYR Real Estate 6.69%12/31/2017 5.47% 8.44% 0.44% 3,482 N/A
VNQI Global Real Estate 6.63%12/31/2017 7.81% 5.84% 0.15% 6,780 N/A
SCHH Real Estate 6.93%12/31/2017 4.34% 8.65% 0.07% 3,928 N/A
VNQ Real Estate 7.27%12/31/2017 4.77% 8.93% 0.12% 62,441 N/A
IFGL Global Real Estate 2.79%12/31/2017 4.69% 4.32% 0.48% 657 N/A
MORT Real Estate 8.90%12/31/2017 8.84% 8.94% 0.41% 139 N/A
REZ Real Estate 8.28%12/31/2017 5.61% 8.92% 0.48% 345 N/A
AWP Global Real Estate N/A 4.18%12/31/2017 7.41% 6.52% N/A 655 N/A
TAO China Region 7.69%12/31/2017 15.41% 8.81% 0.70% 77 N/A
WREI Real Estate 6.93%12/31/2017 4.35% 8.64% 0.32% 14 N/A
MORT Real Estate 8.90%12/31/2017 8.84% 8.94% 0.41% 139 N/A
RREDX N/A N/A N/A N/A 2.01% 241 $2,500
FRI Real Estate 6.46%12/31/2017 4.09% 8.25% 0.49% 147 N/A
RIT Real Estate Equity N/A N/A12/31/2017 N/A N/A N/A 312 N/A
REZ Real Estate 8.28%12/31/2017 5.61% 8.92% 0.48% 345 N/A
VNQI Global Real Estate 6.63%12/31/2017 7.81% 5.84% 0.15% 6,780 N/A
USRT Real Estate 6.67%12/31/2017 5.21% 8.09% 0.08% 399 N/A
IFGL Global Real Estate 2.79%12/31/2017 4.69% 4.32% 0.48% 657 N/A
DRW Global Real Estate 5.21%12/31/2017 10.28% 7.20% 0.58% 107 N/A

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