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Cohen & Steers Real Estate Securities I (CSDIX) Fund Ranking and Research

Ranking, Research and Recommendation of Cohen & Steers Real Estate Securities I (CSDIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Cohen & Steers Real Estate Securities I Fund (CSDIX) ManagerFund Manager - Jason Yablon

Fund Manager Information

Fund Manager Tenure: 4.6 years
Similar Funds: CSCIX  CSEIX 
Fund Family: Cohen & Steers
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)

 

Graph of Cohen & Steers Real Estate Securities I Fund (CSDIX) ProfileCohen & Steers Real Estate Securities I Fund (CSDIX) Profile

Fund Profile and Description

Cohen & Steers Real Estate Securities I Fund seeks total return through investment in real estate securities. In pursuing total return, the fund emphasizes both current income and capital appreciation. Cohen & Steers Real Estate Securities I Fund normally invests at least 80% of assets in equity securities of real estate companies. It may also invest up to 20% of assets in debt securities, including high yield debt securities. Cohen & Steers Real Estate Securities I Fund may also invest up to 20% of its total assets in debt securities, including high-yield debt securities, issued or guaranteed by real estate and other companies. It is non-diversified.

 

Cohen & Steers Real Estate Securities I (CSDIX) Fund Strength What we like about Cohen & Steers Real Estate Securities I (CSDIX) Fund

Data for Cohen & Steers Real Estate Securities I Fund (CSDIX) as of May 30, 2016

  • Cohen & Steers Real Estate Securities I Fund (CSDIX) management has been with Cohen & Steers Real Estate Securities I Fund for 4.6 years
  • Cohen & Steers Real Estate Securities I Fund (CSDIX) has good short-term performance (1-year return 12.33% vs 9.01% Real Estate category median performance)
  • Cohen & Steers Real Estate Securities I Fund (CSDIX) has good mid-term performance (3-year return 13.01% vs 9.69% Real Estate category median performance)
  • Cohen & Steers Real Estate Securities I Fund (CSDIX) has good Long-term performance (5-year return 11.43% vs 9.40% Real Estate category median performance)
  • Cohen & Steers Real Estate Securities I Fund (CSDIX) ratio of up-years vs down years is greater than 2
  • Cohen & Steers Real Estate Securities I Fund (CSDIX) has a Morningstar rating of 4 and above
  • Asset base in Cohen & Steers Real Estate Securities I Fund (CSDIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Cohen & Steers Real Estate Securities I Fund (CSDIX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.55, lower than category average of 14.6
  • Cohen & Steers Real Estate Securities I Fund (CSDIX) has a lower expense ratio than its Real Estate average: 0.93% vs 1.28%
  • Cohen & Steers Real Estate Securities I Fund (CSDIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Cohen & Steers Real Estate Securities I Fund (CSDIX) Weakness What we are cautious about Cohen & Steers Real Estate Securities I (CSDIX) Fund

Data for Cohen & Steers Real Estate Securities I Fund (CSDIX) as of May 30, 2016

  • Cohen & Steers Real Estate Securities I Fund (CSDIX) has an annual stock turnover rate of 95.00% that is higher than the Real Estate average of 61.66%. This could mean Cohen & Steers Real Estate Securities I is more nimble, but also signal potential high tax impact and high trading fees
  • As a Real Estate focused fund, Cohen & Steers Real Estate Securities I Fund (CSDIX) is less diversified and has inherited sector risks associated with the fund
See Cohen & Steers Real Estate Securities I Fund (CSDIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Cohen & Steers Real Estate Securities I Fund (CSDIX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Cohen & Steers Real Estate Securities I5.0812.3313.0111.43
Fidelity Real Estate Investment Port (FRESX)5.4713.1611.0110.65Compare
Goldman Sachs Real Estate Securities Ins (GREIX)4.4810.0510.3410.22Compare
Principal Real Estate Securities P (PIRPX)4.5210.1511.5310.73Compare

See top fund managers for Real Estate Category Funds

 

Compare Cohen & Steers Real Estate Securities I Fund (CSDIX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Dow Jones REIT ETF (RWR)3.89%9.97%10.25%
iShares US Real Estate (IYR)5.47%8.55%8.64%
Wilshire US REIT ETF (WREI)4.51%11.20%10.78%
iShares Real Estate 50 (FTY)4.72%10.99%9.37%
Schwab US REIT ETF (SCHH)4.03%10.20%10.44%

 

Graph of Cohen & Steers Real Estate Securities I Fund (CSDIX) Net Asset TrackingCohen & Steers Real Estate Securities I (CSDIX) Fund Net Asset

Track net asset change of Cohen & Steers Real Estate Securities I fund (CSDIX)

DateNet Asset
05/2016$1.92B
03/2016$1.75B
02/2016$1.47B
More historic net asset information on Cohen & Steers Real Estate Securities I Fund (CSDIX)

  

Graph of Cohen & Steers Real Estate Securities I Fund (CSDIX) Portfolio TrackingCohen & Steers Real Estate Securities I (CSDIX) Fund Portfolio Allocation

Track portfolio allocation change of Cohen & Steers Real Estate Securities I fund (CSDIX)

DateCashStockBondOther
03/20161.68%98.32%0%0%
12/20151.03%98.97%0%0%
09/20152.03%97.97%0%0%
Click here to see more historic asset allocation information on Cohen & Steers Real Estate Securities I Fund (CSDIX)

 

graph of Cohen & Steers Real Estate Securities I Fund (CSDIX) Top 10 Position TrackingTop 10 Holdings in Cohen & Steers Real Estate Securities I (CSDIX) Fund

Discover what Cohen & Steers Real Estate Securities I Fund (CSDIX) manager is buying

Mar 30, 2016
Simon Property Group, Inc. Comm [9.62%]
UDR, Inc. Common Stock [6.15%]
Equinix, Inc. [4.76%]
Public Storage Common Stock [4.65%]
Apartment Investment and Manage [4.03%]
Essex Property Trust, Inc. Comm [3.77%]
HCP, Inc. Common Stock [3.38%]
CubeSmart Common Shares [3.34%]
Vornado Realty Trust Common Sto [3.27%]
DDR Corp. Common Stock [2.89%]

Dec 30, 2015
Simon Property Group, Inc. Comm [10.28%]
UDR, Inc. Common Stock [7.42%]
Public Storage Common Stock [5.64%]
Vornado Realty Trust Common Sto [5.25%]
CubeSmart Common Shares [4.45%]
SL Green Realty Corporation Com [4.26%]
Equinix, Inc. [4.21%]
DDR Corp. Common Stock [4.03%]
Apartment Investment and Manage [3.8%]
Essex Property Trust, Inc. Comm [3.6%]

Sep 29, 2015
Simon Property Group, Inc. Comm [9.81%]
UDR, Inc. Common Stock [7.87%]
Public Storage Common Stock [5.32%]
Vornado Realty Trust Common Sto [5.1%]
CubeSmart Common Shares [4.59%]
SL Green Realty Corporation Com [4.41%]
DDR Corp. Common Stock [4.15%]
Host Hotels & Resorts, Inc. Com [4.04%]
Apartment Investment and Manage [4%]
Welltower Inc. Common Stock [3.66%]
Click here for Stock Holding Change Map in Cohen & Steers Real Estate Securities I Fund (CSDIX)

  

Latest News on Cohen & Steers Real Estate Securities I (CSDIX) Fund

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Cohen & Steers Real Estate Securities I Fund (CSDIX) Related ResourcesSee more information on Cohen & Steers Real Estate Securities I (CSDIX) Fund

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