• FirefoxUpgrade to the new Firefox »
  •  Dow Down 0.21% Nasdaq Down 0.16%

    CBRE Clarion Long/Short Inv (CLSVX)

    11.56 Up 0.02(0.17%) Jan 23
    Prev Close:11.56
    YTD Return*:12.84%
    Net Assets*:773.41M
    Yield*:N/A

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for CLSVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    UDR5.701.78
    EQR5.212.19
    SLG5.141.93
    CurrencyShares® Japanese Yen ETF4.932.04
    KRC4.792.22

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:773.41M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):1.71%

    Performance & Risk

    YTD Return:12.84%
    5y Avg Return:5.28%
    Rank in Category (ytd):7
    % Rank in Category (ytd):2.15%
    Beta (3y):0.43
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks total return, consisting of capital appreciation and current income. The fund takes long and short positions in equity securities of companies that are principally engaged in the real estate industry ("real estate companies"). It may also invest in other equity securities including preferred stocks, shares of exchange-traded funds, convertible securities, and rights or warrants to buy common stocks. The fund may invest in securities of companies of any market capitalization and, as a general matter, the managers expect its investments to be primarily in equity securities issued by U.S. companies. It is non-diversified. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback