Commonwealth Real Estate Securities FundCNREX

MUTUAL FUNDFca
Type
Mutual fund
Peer group
Global equity
Net assets
$16.2M
Expense ratio
2.63%
1-year return
+8.3%
3 years, a year
+8.6%
5 years, a year
+3.9%
Holdings
45

What it aims to do.

The investment objective of the Commonwealth Real Estate Securities Fund (the Real Estate Securities Fund) is to provide long-term capital appreciation and current income.

Top 10 holdings.

Holding% of fund
LII Lennox International Inc5.63%
IRM Iron Mountain Inc (Reit)5.61%
IHG Intercontinental Hotels Group Plc5.44%
TGLS Tecnoglass Inc4.62%
DLR Digital Realty Trust Inc4.19%
LOW Lowe's Companies Inc3.84%
Federated Hermes Money Market Obligations Trust3.48%
HASI Ha Sustainable Infrastructure Capital Inc3.43%
ASR Grupo Aeroportuario Del Sureste Sab/De/Cv3.41%
JHX James Hardie Industries Plc3.25%

More on CNREX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.