CLARX Mutual Fund

CLARX Mutual Fund (NYLIM CBRE Real Estate Fund Class A) is managed by New York Life Investment Management LLC with $122.9M in net assets. CLARX expense ratio is 1.18%, holding 44 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 2002-12-20.

CLARX performance shows a YTD return of 17.38%. The 1-year return is 18.19% and the 5-year return is 2.28%. CLARX dividend yield stands at 2.39%, paid quarterly.

CLARX top holdings include Welltower, Inc. (12.5%), Equinix Inc. Real Estate Investment Trust (9.9%), American Tower Corporation (7.1%), Prologis Inc (5.2%), Simon Property Group Inc (4.2%). Go to all CLARX holdings, CLARX sectors, or CLARX dividends.

CLARX can be compared against other funds. Use CLARX overlap to find shared positions, or CLARX vs another fund for a side-by-side view. CLARX alternatives are available via the screener, along with tax-loss harvesting opportunities.