Morningstar

NYLIM CBRE Real Estate Class I CRARX

Medalist Rating as of Apr 27, 2026 See New York Life Investment Management Investment Hub

Strategy

The investment seeks total return. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CRARX	NYLIM CBRE Real Estate Class I	Institutional	Open			Dec 31, 1996	$88.35M	0.830%	Average	$1M	−$25.18M
CLARX	NYLIM CBRE Real Estate Class A	Front Load	Open			Dec 20, 2002	$95.69M	1.180%	Below Average	$15,000	−$15.52M
CRVRX	NYLIM CBRE Real Estate Fund Investor Class	Front Load	Closed			Feb 24, 2020	$178,304.00	1.310%	Above Average	$1,000	−$31,009.39
CRCRX	NYLIM CBRE Real Estate Class C	Level Load	Open			Jan 17, 2003	$766,257.00	1.930%	Average	$1,000	−$357,741.93
VREQX	NYLIM CBRE Real Estate Class R6	Retirement, Large	Open			Jul 3, 2014	$12.67M	0.740%	Below Average	$0	−$2.14M

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