Commonwealth Real Estate Securities Fund

Class No Load (CNREX)
Scorecard
2 / 5 Stars
Lipper
1 1 2 1 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
E+ (Sell)

#44 in Real Estate

U.S. News evaluated 72 Real Estate 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 8.91 percent over the past year, 6.59 percent over the past three years, 18.92 percent over the past five years, and 3.80 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 3.9%
1 Year 8.9%
3 Years (Annualized) 6.6%
5 Years (Annualized) 18.9%
10 Years (Annualized) 3.8%

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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.

Fees

Fees are High compared to funds in the same category.
Commonwealth Real Estate Securities Fund has an expense ratio of 3.33 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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See Also:

Top Commonwealth Intl Series Tr Funds