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Morningstar

Cohen & Steers Real Estate Securities C CSCIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.44  /  1.05 %
  • Total Assets 6.9 Bil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 2.67%
  • Turnover 55%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CSCIX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin Cohen & Steers Real Estate Securities C's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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