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
FRI Real Estate 6.88%6/30/2018 6.47% 7.03% 0.48% 117 N/A
USRT Real Estate 7.18%6/30/2018 7.41% 7.37% 0.08% 742 N/A
DRW Global Real Estate 5.88%6/30/2018 7.62% 7.20% 0.58% 99 N/A
RWX Global Real Estate 2.97%6/30/2018 1.92% 3.69% 0.59% 3,329 N/A
GRI Global Real Estate 4.54%6/30/2018 4.44% 5.04% 0.55% 60 N/A
KBWY Real Estate 9.84%6/30/2018 11.45% 8.77% 0.35% 427 N/A
WREI Real Estate 7.19%6/30/2018 6.64% 7.56% 0.32% 14 N/A
REET Real Estate 5.69%6/30/2018 5.69% N/A 0.14% 1,152 N/A
RWO Global Real Estate 5.10%6/30/2018 4.48% 5.74% 0.50% 2,361 N/A
TAO China Region 9.09%6/30/2018 10.65% 10.23% 0.70% 64 N/A
PSR Real Estate 8.17%6/30/2018 8.07% 8.24% 0.35% 25 N/A
AWP Global Real Estate N/A 4.61%6/30/2018 5.07% 5.49% N/A 588 N/A
REM Real Estate 7.09%6/30/2018 10.68% 8.11% 0.48% 1,125 N/A
VNQI Global Real Estate 5.27%6/30/2018 5.06% 5.42% 0.14% 6,759 N/A
FFR Global Real Estate 4.98%6/30/2018 5.14% 5.58% 0.60% 46 N/A
SCHH Real Estate 7.32%6/30/2018 6.78% 7.68% 0.07% 4,541 N/A
MORT Real Estate 9.52%6/30/2018 10.95% 8.57% 0.41% 143 N/A
RIT Real Estate Equity N/A N/A6/30/2018 N/A N/A N/A 324 N/A
IFGL Global Real Estate 3.73%6/30/2018 4.01% 4.34% 0.48% 508 N/A
JRS Real Estate 7.40%6/30/2018 7.65% 8.62% 0.00% 319 N/A

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