CNREX : Commonwealth Real Estate Securities Fund

CNREX is a Alternatives Market Real Estate with HIGH fees.


Commonwealth Real Estate Securities Fund

FI Score

3 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

  • cnrex
  • Mutual Fund
  • Alternatives
  • Real Estate

Commonwealth Real Estate Securities Fund

Expenses: 2.61% (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 long-term capital appreciation and current income. Under normal market conditions, the fund invests at least 80% of its net assets in real estate securities. Investments made by the fund are in issuers in real estate and related industries (i.e., those issuers whose fortunes are impacted by the real estate market). It 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.

Largest Holdings

Amount Holding
6.29% American Tower Corp
6.13% SBA Communications Corp
5.32% Digital Realty Trust Inc
3.86% CyrusOne Inc
3.84% James Hardie Industries PLC ADR
3.37% Crown Castle International Corp
3.35% Lennox International Inc
3.11% W.P. Carey Inc
3.07% Alexandria Real Estate Equities Inc
2.94% InterContinental Hotels Group PLC ADR
2.88% Lowe's Companies Inc
2.50% D.R. Horton Inc
2.33% Extra Space Storage Inc
2.32% Essex Property Trust Inc
2.25% Hannon Armstrong Sustainable Infrastructure Capital Inc
2.24% AvalonBay Communities Inc
2.12% Lennar Corp
2.10% FS Bancorp Inc
2.05% Regions Financial Corp
2.03% Harleysville Financial Corp
1.89% Prologis Inc
1.84% Iron Mountain Inc
1.67% Global Net Lease Inc
1.66% Stag Industrial Inc
1.64% NVR Inc

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