Cohen & Steers Global Realty Z holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Cohen & Steers Global Realty Shares, Inc. Class Z CSFZX
- NAV / 1-Day Return $55.79 / +0.69 %
- Fund Size $2.2B
- Adjusted Expense Ratio 0.840%
- Net Expense Ratio 0.840%
- Fee Level: Distribution Average
- Share Class Type Institutional
- Morningstar Category Global Real Estate
- Equity Style Box (Funds) Mid Blend
- Minimum Initial Investment $0
- Investment Status Open
- TTM Yield 3.46%
- Turnover Ratio 57%
Morningstar’s Analysis CSFZX
Will CSFZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 11.95 | 258M | Real Estate |
Digital Realty Trust Inc | 6.17 | 133M | Real Estate |
Prologis Inc | 5.53 | 119M | Real Estate |
Equinix Inc | 4.53 | 98M | Real Estate |
Public Storage | 2.99 | 65M | Real Estate |
Sun Communities Inc | 2.50 | 54M | Real Estate |
Goodman Group | 2.50 | 54M | Real Estate |
Extra Space Storage Inc | 2.34 | 50M | Real Estate |
Essex Property Trust Inc | 2.26 | 49M | Real Estate |
Omega Healthcare Investors Inc | 2.13 | 46M | Real Estate |