Commonwealth Real Estate Fund Quote
| CNREX Fund | USD 22.58 0.25 1.10% |
PerformanceVery Weak
| Odds Of DistressLow
|
Commonwealth Real is trading at 22.58 as of the 23rd of March 2025; that is 1.1 percent decrease since the beginning of the trading day. The fund's open price was 22.83. Commonwealth Real has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in real estate securities. Investments made by the fund are in issuers in real estate and related industries . It invests primarily in equity securities as well as in the debt securities of companies in real estate industries.. More on Commonwealth Real Estate
Moving against Commonwealth Mutual Fund
Commonwealth Mutual Fund Highlights
| Thematic Idea | Realty Funds (View all Themes) |
| Fund Concentration | Commonwealth Intl Series Tr Funds, Large Funds, Real Estate Funds, Realty Funds, Real Estate, Commonwealth Intl Series Tr, Large, Real Estate (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Commonwealth Real Estate [CNREX] is traded in USA and was established 23rd of March 2025. Commonwealth Real is listed under Commonwealth Intl Series Tr category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Commonwealth Intl Series Tr family. The entity is thematically classified as Realty Funds. This fund currently has accumulated 13.6 M in assets under management (AUM) with minimum initial investment of 200. Commonwealth Real Estate is currently producing year-to-date (YTD) return of 0.6% with the current yeild of 0.0%, while the total return for the last 3 years was 3.56%.
Check Commonwealth Real Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Commonwealth Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Commonwealth Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Commonwealth Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Commonwealth Real Estate Mutual Fund Constituents
| EGP | EastGroup Properties | Stock | Real Estate | |
| BXP | Boston Properties | Stock | Real Estate | |
| AVB | AvalonBay Communities | Stock | Real Estate | |
| RHP | Ryman Hospitality Properties | Stock | Real Estate | |
| HASI | Hannon Armstrong Sustainable | Stock | Real Estate | |
| WPC | W P Carey | Stock | Real Estate | |
| TGLS | Tecnoglass | Stock | Materials | |
| SBAC | SBA Communications Corp | Stock | Real Estate |
Commonwealth Real Estate Risk Profiles
| Mean Deviation | 0.8012 | |||
| Standard Deviation | 0.9936 | |||
| Variance | 0.9873 | |||
| Risk Adjusted Performance | (0.13) |
Commonwealth Real Against Markets
Other Information on Investing in Commonwealth Mutual Fund
Commonwealth Real financial ratios help investors to determine whether Commonwealth Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Commonwealth with respect to the benefits of owning Commonwealth Real security.
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