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Morningstar

Cohen & Steers International Realty Z IRFZX

Morningstar Medalist Rating
Medalist Rating as of | See Cohen & Steers Investment Hub
  • NAV / 1-Day Return 8.48  /  −0.82 %
  • Total Assets 494.6 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Real Estate
  • Investment Style Mid Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.66%
  • Turnover 86%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0

Morningstar’s Analysis IRFZX

Will IRFZX 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 IRFZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IRFZX 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 IRFZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cohen& Steers International Realty Z’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IRFZX

More IRFZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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