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Commonwealth Real Estate Securities

CNREX
15.42
+0.09
+0.59%
3/23/2017
5 Years
  • Previous Close

    15.33

  • Net Assets

    10.20M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    2.93%

  • Category

    Real Estate

  • Morningstar Risk

    Low

  • Morningstar Rating ★★
Profile

Name of Issuer

Commonwealth Intl Series Tr

Fund Style

Open

Fund Manager

Wesley Yuhnke

Investment Style

Medium Blend

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.

Purchase Information

Initial Purchase 200
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

1/5/2004

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