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MainStay CBRE Real Estate A CLARX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 7.97  /  0.00
  • Total Assets 279.1 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.180%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 15,000
  • Status Open
  • TTM Yield 4.18%
  • Turnover 65%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 10:58 PM GMT+0

Morningstar’s Analysis CLARX

Will CLARX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This fund's revamped process is a strength.

Senior Analyst David Kathman

David Kathman

Senior Analyst


MainStay CBRE Real Estate remains a generally solid option for U.S. real estate exposure, with a deep team and a proven process. The fund maintains its Morningstar Medalist Rating of Bronze for the relatively cheap I and R6 shares, and Neutral for the rest.

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Portfolio Holdings CLARX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings
Top 10 Holdings
% Portfolio Weight
Market Value USD

Public Storage

7.79 23.5 Mil
Real Estate

Equinix Inc

7.24 21.9 Mil
Real Estate

Simon Property Group Inc

5.51 16.7 Mil
Real Estate

American Tower Corp

5.44 16.5 Mil
Real Estate

Prologis Inc

5.25 15.9 Mil
Real Estate

Welltower Inc

4.68 14.1 Mil
Real Estate

SBA Communications Corp Class A

4.11 12.4 Mil
Real Estate

Crown Castle Inc

3.88 11.7 Mil
Real Estate

Rexford Industrial Realty Inc

3.83 11.6 Mil
Real Estate

VICI Properties Inc Ordinary Shares

3.79 11.5 Mil
Real Estate