CBRE Clarion Long/Short Fund

U.S. News evaluated 107 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 2.65 percent over the past year, 2.73 percent over the past three years, 7.49 percent over the past five years, and 6.54 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 3.8%
1 Year 2.7%
3 Years (Annualized) 2.7%
5 Years (Annualized) 7.5%
10 Years (Annualized) 6.5%

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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 fund expects its investments to be primarily in equity securities issued by U.S. companies. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
CBRE Clarion Long/Short Fund has an expense ratio of 1.84 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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