Skip to Content
Morningstar

MainStay CBRE Real Estate C CRCRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See New York Life Investment Hub

Morningstar’s Analysis CRCRX

Will CRCRX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CRCRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CRCRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CRCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund's revamped process is a strength.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

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.

by David Kathman
Rated on Published on

Unlock our full analysis with Morningstar Investor