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CBRE Clarion Long/Short Inv

CLSVX
9.40
-0.17
-1.78%
2/8/2016
5 Years
  • Previous Close

    9.57

  • Net Assets

    13.24M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.70%

  • Category

    Long/Short Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★
Profile

Name of Issuer

CBRE Clarion Securities

Fund Style

Open

Fund Manager

Joseph Smith

Investment Style

Medium Blend

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"). While the managers expect to invest primarily in common stock, it may also invest in other equity securities including depositary receipts with characteristics similar to common stock, preferred stocks, shares of exchange-traded funds ("ETFs"), convertible securities, and rights or warrants to buy common stocks. The fund is non-diversified.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 2,500
Initial Purchase: AIP 5,000

Inception

12/30/2011

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