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    Commonwealth Real Estate Securities (CNREX)

    14.80 Up 0.17(1.16%) Dec 22
    Prev Close:14.63
    YTD Return*:16.52%
    Net Assets*:9.75M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for CNREX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    LHO4.1732.57
    MAR3.9058.50
    EQR3.8939.95
    CX.MX3.703.03
    EXR3.6644.55

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:9.75M
    Category:Real Estate
    Annual Report Expense Ratio (net):3.33%

    Performance & Risk

    YTD Return:16.52%
    5y Avg Return:10.84%
    Rank in Category (ytd):95
    % Rank in Category (ytd):34.67%
    Beta (3y):0.83
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks long-term capital appreciation and current income. Under normal market conditions, the Real Estate Securities Fund invests at least 80% of its net assets in real estate securities. Investments made by the Real Estate Securities Fund are in issuers in real estate and related industries (i.e., those issuers whose fortunes are impacted by the real estate market). The fund invests primarily in equity securities (including common stock and preferred stock and securities convertible into common stock) as well as in the debt securities of companies in real estate industries. View More
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