CLARX : MainStay CBRE Real Estate Fund Class A

CLARX is a Alternatives Market Real Estate with HIGH fees.

CLARX

MainStay CBRE Real Estate Fund Class A

FI Score

31 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

31% FI Score
  • clarx
  • Mutual Fund
  • Alternatives
  • Real Estate

MainStay CBRE Real Estate Fund Class A

Expenses: 1.24% (Better than 0% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its assets (net assets plus borrowings for investment purposes) in common and preferred stocks of U.S. real estate investment trusts ("REITs") and other real estate companies. The Sub-Adviser may invest in companies with any market capitalization. However, the Sub-Adviser will generally not invest in companies with a market capitalization of less than $100 million at the time of purchase.

Largest Holdings

Amount Holding
7.74% Prologis Inc
5.53% Equity Residential
5.43% Equinix Inc
4.09% Simon Property Group Inc
4.09% Healthpeak Properties Inc
3.91% VEREIT Inc Class A
3.74% Invitation Homes Inc
3.46% Alexandria Real Estate Equities Inc
3.34% VICI Properties Inc Ordinary Shares
3.32% Healthcare Trust of America Inc
3.03% Camden Property Trust
3.03% CubeSmart
3.02% Duke Realty Corp
2.98% Hudson Pacific Properties Inc
2.44% Brixmor Property Group Inc
2.42% STORE Capital Corp
2.13% Mid-America Apartment Communities Inc
2.04% Crown Castle International Corp
2.00% American Campus Communities Inc
1.94% Vornado Realty Trust
1.90% Cousins Properties Inc
1.85% MGM Growth Properties LLC A
1.80% Life Storage Inc
1.75% Piedmont Office Realty Trust Inc
1.70% Sun Communities Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo