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CREOX ClearBridge Real Estate Opportunities O

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Fund CREOX ClearBridge Real Estate Opportunities O
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Annual Fees
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 13.69%
3 YR 13.94%
5 YR 12.54%
10 YR 3.42%
The investment seeks total return. The fund will invest at least 80% of its total assets in securities issued by real estate entities, which currently include REITs and real estate-related companies, which currently include non-REIT property ownership companies, property developers, companies with property ownership as a key capital investment (at least 50% of their assets by book value or estimated market value invested in such real estate), infrastructure ownership companies, vendors of various real estate- and infrastructure-related services and financial institutions primarily focused on the real estate industry. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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