Morningstar

Cohen & Steers Institutional Realty Shares CSRIX

Morningstar Medalist Rating
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Medalist Rating as of See Cohen & Steers Investment Hub
  • NAV / 1-Day Return $51.23  /  +2.07 %
  • Fund Size $8.7B
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 2.90%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

Morningstar’s Analysis CSRIX

Will CSRIX outperform in the 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 CSRIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A well-managed, consistently executed real estate strategy with a long-term record that justifies continued conviction.

Senior Analyst Jodi Lim

Jodi Lim

Senior Analyst

Summary

Cohen & Steers Realty Shares and its clone, Cohen & Steers Institutional Realty Shares, are part of a strategy (including separate accounts) that earn Above Average ratings on both People and Process. A senior investment team brings genuine depth and continuity, and its process has demonstrated the ability to adapt without losing its disciplinary foundation.

by Jodi Lim
Rated on Published on

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Portfolio Holdings CSRIX

More CSRIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Sun Communities Inc

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Iron Mountain Inc

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Kimco Realty Corp

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