Commonwealth Real Estate Securities Fund (CNREX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CNREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CNREX
CNREX charges 2.44% annually. There are 106 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | CNREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | CNREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | CNREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | CNREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | CNREX vs VGRNX |
Best Risk-Adjusted Alternatives to CNREX
CNREX has a PortfoliosLab risk / return rank of 7. There are 94 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | CNREX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | CNREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 88 | — | Oct 2011 | CNREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 58 | — | Oct 2018 | CNREX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 57 | — | — | CNREX vs FRIRX |
Top Performing CNREX Alternatives (YTD)
CNREX is at 8.36% YTD. There are 76 mutual funds in the REIT category with higher YTD returns, going as high as 18.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 18.81% | — | Dec 2010 | CNREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.11% | — | Dec 1998 | CNREX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 17.68% | — | Jan 1989 | CNREX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 17.26% | — | Mar 1995 | CNREX vs PHRAX | |
| Great-West Real Estate Index Fund | 17.10% | — | Nov 2012 | CNREX vs MXREX |
Lowest Volatility Alternatives to CNREX
CNREX has 15.54% 1-year volatility. There are 102 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | CNREX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | CNREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | CNREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | CNREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.11% | — | Apr 2010 | CNREX vs FRINX |
Lowest Drawdown Alternatives to CNREX
CNREX has a 1-year max drawdown of -13.38%. There are 93 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | CNREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | CNREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | CNREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | CNREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | CNREX vs FRIFX |
Other Mutual Funds from Commonwealth Intl Series Tr
The 2 most viewed Commonwealth Intl Series Tr mutual funds shown here include CNJFX, CNGLX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Commonwealth Japan Fund | Japan Equities | 59 | 19.22% | — | Jul 1989 | CNREX vs CNJFX | |
| Commonwealth Global Fund | Global Equities | 21 | 6.62% | — | Dec 2002 | CNREX vs CNGLX |
Often Compared With CNREX
Investors most often compare CNREX with PFFR, FIREX, VGRLX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CNREX with Any Fund or Stock
Compare CNREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CNREX with funds that move differently
Commonwealth Real Estate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CNREX.
Explore CNREX Diversifiers