• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 1.82% Nasdaq Up 2.46%

    Compass EMP REC Enhanced Volatil Wtd I (CWRIX)

    10.62 Up 0.03(0.28%) Sep 2
    Prev Close:10.59
    YTD Return*:-3.20%
    Net Assets*:19.73M
    Yield*:2.62%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for CWRIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    OHI1.66N/A
    PCL1.56N/A
    PSA1.44N/A
    HME1.35N/A
    ESRT1.33N/A

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:19.73M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:-3.20%
    5y Avg Return:N/A
    Rank in Category (ytd):95
    % Rank in Category (ytd):33.1%
    Beta (3y):N/A
    Morningstar Risk Rating:

    Fund Summary

    The investment seeks to provide investment results that match the performance of the CEMP REIT Long/Cash Volatility Weighted Index before expenses. The fund seeks to achieve its investment objective by investing primarily in a portfolio of common stock of real estate investment trusts ("REITs") that are traded on a U.S. exchange. It seeks to track the returns of the CEMP REIT Long/Cash Volatility Weighted Index (the "index") before expenses. The fund may employ a "sampling" process to invest in a representative sample of stocks included in the index. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback