Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | CNREX Insights | CNREX Score | CNREX Performance | CNREX News | CNREX Allocation | CNREX Holdings Change

Commonwealth Real Estate Securities (CNREX) Fund Ranking and Research

Ranking, Research and Recommendation of Commonwealth Real Estate Securities (CNREX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Commonwealth Real Estate Securities Fund (CNREX) ManagerFund Manager - Robert Scharar

Fund Manager Information

Fund Manager Tenure: 13.9 years
Fund Family: Commonwealth Intl Series Tr
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.35)     (What does this score mean?)
Scharar is a president and director of FCA Corporation, the firm he established in 1983. He co-founded its predecessor, First Commonwealth Associates in 1975. Previously, Scharar was an accounting professor at Bentley and Nichols Colleges, an officer of the United States Trust Company, and a tax specialist at Coopers & Lybrand. He is a member of the Florida and Massachusetts Bars. Scharar holds the Certified Public Accountant designation.  Get more insights on Robert Scharar

 

Graph of Commonwealth Real Estate Securities Fund (CNREX) ProfileCommonwealth Real Estate Securities Fund (CNREX) Profile

Fund Profile and Description

Commonwealth Real Estate Securities Fund seeks long-term capital appreciation and current income. Commonwealth Real Estate Securities Fund normally invests at least 80% of assets in equity securities, including common stock and preferred stock and securities convertible into common stock, and debt securities of Real Estate Industry Companies which may include real estate investment trusts, publicly traded real estate development companies, real estate management companies, building supply companies, timber companies, real property holdings and other publicly-traded companies involved in real estate related activities and industries.

 

Commonwealth Real Estate Securities (CNREX) Fund Strength What we like about Commonwealth Real Estate Securities (CNREX) Fund

Data for Commonwealth Real Estate Securities Fund (CNREX) as of May 30, 2016

  • Commonwealth Real Estate Securities Fund (CNREX) management has been with Commonwealth Real Estate Securities Fund for 13.9 years
  • Asset base in Commonwealth Real Estate Securities Fund (CNREX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Commonwealth Real Estate Securities Fund (CNREX) has an annual stock turnover rate of 10.00% vs Real Estate average of 61.66%. It is good that Commonwealth Real Estate Securities management does not trade extensively for its return.
  • Commonwealth Real Estate Securities Fund (CNREX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.57, lower than category average of 14.6

Commonwealth Real Estate Securities Fund (CNREX) Weakness What we are cautious about Commonwealth Real Estate Securities (CNREX) Fund

Data for Commonwealth Real Estate Securities Fund (CNREX) as of May 30, 2016

  • Commonwealth Real Estate Securities Fund (CNREX) has a less-than-ideal short-term performance (1-year return -1.81% vs 9.01% Real Estate category median performance)
  • Commonwealth Real Estate Securities Fund (CNREX) has a less-than-ideal mid-term performance (3-year return 6.37% vs 9.69% Real Estate category median performance)
  • Commonwealth Real Estate Securities Fund (CNREX) has a less-than-ideal Long-term performance (5-year return 5.44% vs 9.40% Real Estate category median performance)
  • Commonwealth Real Estate Securities Fund (CNREX) ratio of up-years vs down years can be improved
  • Commonwealth Real Estate Securities Fund (CNREX) has a Morningstar rating of 3 and below
  • Commonwealth Real Estate Securities Fund (CNREX) is less safe compared to its Real Estate peers
  • Commonwealth Real Estate Securities Fund (CNREX) has a higher expense ratio of 3.35% than its Real Estate average of 1.28%
  • Even though Commonwealth Real Estate Securities Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • As a Real Estate focused fund, Commonwealth Real Estate Securities Fund (CNREX) is less diversified and has inherited sector risks associated with the fund
See Commonwealth Real Estate Securities Fund (CNREX) performance details as of May 30, 2016

 

What do you think?

 

Compare Commonwealth Real Estate Securities Fund (CNREX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Commonwealth Real Estate Securities3.15-1.816.375.44
Cohen & Steers Real Estate Securities A (CSEIX)4.9712.0412.7011.08Compare
Fidelity Real Estate Investment Port (FRESX)5.4713.1611.0110.65Compare
Goldman Sachs Real Estate Securities Ins (GREIX)4.4810.0510.3410.22Compare

See top fund managers for Real Estate Category Funds

 

Compare Commonwealth Real Estate Securities Fund (CNREX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Dow Jones REIT ETF (RWR)3.89%9.97%10.25%
iShares US Real Estate (IYR)5.47%8.55%8.64%
Wilshire US REIT ETF (WREI)4.51%11.20%10.78%
iShares Real Estate 50 (FTY)4.72%10.99%9.37%
Schwab US REIT ETF (SCHH)4.03%10.20%10.44%

 

Graph of Commonwealth Real Estate Securities Fund (CNREX) Net Asset TrackingCommonwealth Real Estate Securities (CNREX) Fund Net Asset

Track net asset change of Commonwealth Real Estate Securities fund (CNREX)

DateNet Asset
05/2016$9.56M
03/2016$9.53M
02/2016$8.72M
More historic net asset information on Commonwealth Real Estate Securities Fund (CNREX)

  

Graph of Commonwealth Real Estate Securities Fund (CNREX) Portfolio TrackingCommonwealth Real Estate Securities (CNREX) Fund Portfolio Allocation

Track portfolio allocation change of Commonwealth Real Estate Securities fund (CNREX)

DateCashStockBondOther
04/20161.79%98.2%0%0.01%
02/20161.52%98.47%0%0.01%
01/20162.33%97.66%0%0.01%
Click here to see more historic asset allocation information on Commonwealth Real Estate Securities Fund (CNREX)

 

graph of Commonwealth Real Estate Securities Fund (CNREX) Top 10 Position TrackingTop 10 Holdings in Commonwealth Real Estate Securities (CNREX) Fund

Discover what Commonwealth Real Estate Securities Fund (CNREX) manager is buying

Apr 29, 2016
Extra Space Storage Inc Common [4.53%]
Marriott International [3.69%]
James Hardie Industries plc Ame [3.67%]
Boston Properties, Inc. Common [3.37%]
SL Green Realty Corporation Com [3.3%]
W.P. Carey Inc. REIT [3.2%]
American Tower Corporation (REI [2.74%]
Martin Marietta Materials, Inc. [2.53%]
AvalonBay Communities, Inc. Com [2.49%]
LaSalle Hotel Properties Common [2.4%]

Feb 28, 2016
Extra Space Storage Inc Common [4.84%]
Marriott International [3.92%]
James Hardie Industries plc Ame [3.62%]
Boston Properties, Inc. Common [3.25%]
W.P. Carey Inc. REIT [3.23%]
SL Green Realty Corporation Com [3.06%]
LaSalle Hotel Properties Common [2.67%]
AvalonBay Communities, Inc. Com [2.64%]
American Tower Corporation (REI [2.57%]
Lennox International, Inc. Comm [2.56%]

Jan 30, 2016
Extra Space Storage Inc Common [5.37%]
Marriott International [3.58%]
W.P. Carey Inc. REIT [3.38%]
Boston Properties, Inc. Common [3.37%]
SL Green Realty Corporation Com [3.36%]
James Hardie Industries plc Ame [3.32%]
American Tower Corporation (REI [2.74%]
AvalonBay Communities, Inc. Com [2.68%]
LaSalle Hotel Properties Common [2.47%]
Lennox International, Inc. Comm [2.36%]
Click here for Stock Holding Change Map in Commonwealth Real Estate Securities Fund (CNREX)

  

Latest News on Commonwealth Real Estate Securities (CNREX) Fund

See what is happening with Commonwealth Real Estate Securities Fund (CNREX)

    No recent news

 

Commonwealth Real Estate Securities Fund (CNREX) Related ResourcesSee more information on Commonwealth Real Estate Securities (CNREX) Fund

Popular pages on Commonwealth Real Estate Securities (CNREX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update