Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

NYLI CBRE Real Estate Class A (CLARX)

7.71
-0.35
(-4.34%)
At close: April 4 at 8:03:45 PM EDT
Loading Chart for CLARX
  • Previous Close 8.06
  • YTD Return 1.56%
  • Expense Ratio 1.18%
  • Category Real Estate
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 240.95M
  • Beta (5Y Monthly) 1.10
  • Yield 2.61%
  • 5y Average Return --
  • Holdings Turnover 78.00%
  • Last Dividend 0.08
  • Inception Date Jan 17, 2003

Under normal market conditions, the fund invests at least 80% of its assets (net assets plus borrowings for investment purposes) in common and preferred stocks of U.S. real estate investment trusts ("REITs") and other real estate companies. The Sub-Adviser may invest in companies with any market capitalization. However, the Sub-Adviser will generally not invest in companies with a market capitalization of less than $100 million at the time of purchase. The fund is non-diversified.

New York Life Investment Management LLC

Fund Family

Real Estate

Fund Category

240.95M

Net Assets

2003-01-17

Inception Date

Performance Overview: CLARX

View More

Trailing returns as of 4/4/2025. Category is Real Estate.

YTD Return

CLARX
1.56%
Category
20.43%
 

1-Year Return

CLARX
4.49%
Category
36.79%
 

3-Year Return

CLARX
3.41%
Category
10.81%
 

5-Year Return

CLARX
10.21%
Category
7.03%
 

People Also Watch

Holdings: CLARX

View More

Sector Weightings

SectorCLARX
Real Estate   98.75%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: CLARX

View More

Research Reports: CLARX

View More

Top Mutual Funds