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Cohen & Steers Instl Realty Shares CSRIX

Analyst rating as of
NAV / 1-Day Return
45.88  /  0.72 %
Total Assets
4.0 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Below Average
Longest Manager Tenure
13.36 years
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.68%
Turnover
82%
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Morningstar’s Analysis

Will CSRIX outperform in future?

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Manager Thomas Bohjalian of Cohen & Steers Realty Shares Is Retiring; No Change to Ratings

Senior Analyst

Analyst Note

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Thomas Bohjalian, head of U.S. REITs at Cohen & Steers and comanager of Cohen & Steers Realty Shares CSRSX and Cohen & Steers Institutional Realty Shares CSRIX, will retire as of June 30, 2021, after 20 years with the firm. Jason Yablon, Bohjalian's comanager on Realty Shares and Institutional Realty Shares, will succeed him as head of U.S. REITs, and Mathew Kirschner has been added as a portfolio manager to both funds, plus Cohen & Steers Real Estate Securities CSDIX, in preparation for the change.

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