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Mutual Fund Insights: Cohen & Steers Realty Shares Instl Fund (CSRIX)

In-depth Analysis of Cohen & Steers Realty Shares Instl Fund (CSRIX)

Mutual fund chart: Cohen & Steers Realty Shares Instl Fund (CSRIX)

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See Cohen & Steers Realty Shares Instl Fund (CSRIX) performance details as of January 31, 2010

Last Trade: $33.46 on 3/19/2010, Change: -0.30 (-0.89%)

Fund Manager - Martin Cohen

Fund Manager Tenure: 10.1 years
Fundmojo Fund Grade: B (Score: 0.62) (What does this score mean?)

Cohen, co-chairman and co-CEO, is a senior portfolio manager for all of Cohen & Steers? portfolios, and is a member of the firm?s investment committee. He has 32 years of experience. Prior to co-founding the firm in 1986 with Mr. Steers, he was a senior vice president and portfolio manager at National Securities and Research Corporation from 1984 to 1986, where, in 1985, he and Mr. Steers organized and managed the nation?s first real estate securities mutual fund. Get more insights on Martin Cohen

What we like about Cohen & Steers Realty Shares Instl Fund (CSRIX)

Data for Cohen & Steers Realty Shares Instl Fund (CSRIX) as of January 31, 2010

Cohen & Steers Realty Shares Instl Fund (CSRIX) management has been with Cohen & Steers Realty Shares Instl Fund for 10.1 years
Cohen & Steers Realty Shares Instl Fund (CSRIX) has good short-term performance (1-year return 51.31% vs 47.97% Real Estate category average)
Cohen & Steers Realty Shares Instl Fund (CSRIX) has good mid-term performance (3-year return -15.11% vs -17.09% Real Estate category average)
Cohen & Steers Realty Shares Instl Fund (CSRIX) has good Long-term performance (5-year return 2.94% vs -0.30% Real Estate category average)
Cohen & Steers Realty Shares Instl Fund (CSRIX) has a Morningstar rating of 4 and above
Cohen & Steers Realty Shares Instl Fund (CSRIX) has an annual stock turnover rate of 106.00% vs Real Estate average of 119.83%. It is good that Cohen & Steers Realty Shares Instl management does not trade extensively for its return.
Cohen & Steers Realty Shares Instl Fund (CSRIX) is less volatile than its peers as it has a 3-year Standard Deviation of 38.43, lower than category average of 38.72
Cohen & Steers Realty Shares Instl Fund (CSRIX) has a lower management fee than its Real Estate average: 0.75% vs 1.47%
Cohen & Steers Realty Shares Instl Fund (CSRIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Cohen & Steers Realty Shares Instl Fund (CSRIX)

Data for Cohen & Steers Realty Shares Instl Fund (CSRIX) as of January 31, 2010

Cohen & Steers Realty Shares Instl Fund is a focused fund with 46.92% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
Cohen & Steers Realty Shares Instl Fund (CSRIX) ratio of up-years vs down years can be improved
Cohen & Steers Realty Shares Instl Fund (CSRIX) is less safe compared to its Real Estate peers

See Cohen & Steers Realty Shares Instl Fund (CSRIX) performance details as of January 31, 2010

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Cohen & Steers Realty Shares Instl Fund (CSRIX) Net Asset

Track net asset change of Cohen & Steers Realty Shares Instl fund (CSRIX)

Date	Net Asset
01/2010	$974.82M
11/2009	$866.61M
10/2009	$610.29M

More historic net asset information on Cohen & Steers Realty Shares Instl Fund (CSRIX)

Cohen & Steers Realty Shares Instl Fund (CSRIX) Portfolio Allocation

Track portfolio allocation change of Cohen & Steers Realty Shares Instl fund (CSRIX)

Date	Cash	Stock	Bond	Other
09/2009	2.01%	97.99%	0%	0%
06/2009	2.39%	96.82%	0%	0.79%
12/2008	0%	94.52%	0%	5.48%

Click here to see more historic asset allocation information on Cohen & Steers Realty Shares Instl Fund (CSRIX)

Most Recent Top 10 Holdings in Cohen & Steers Realty Shares Instl Fund (CSRIX)

Discover what Cohen & Steers Realty Shares Instl Fund (CSRIX) manager is buying

30-Sep-09

SIMON PPTY GRP INC [11.35%]
PUBLIC STG [7.62%]
VORNADO REALTY TRUST [6.25%]
PROLOGIS SBI [4.51%]
EQUITY RESIDENTAL [4.48%]
HCP, INC. [3.91%]
BOSTON PPTYS INC [3.5%]
HOST HOTELS & RESORT [3.14%]
MACERICH CO [2.57%]
HOSPITALITY PROP TR [2.46%]

30-Jun-09

SIMON PPTY GRP INC [9.27%]
PUBLIC STG [8.93%]
VORNADO REALTY TRUST [6.3%]
BOSTON PPTYS INC [5.72%]
EQUITY RESIDENTAL [3.53%]
HCP, INC. [3.4%]
SL GREEN REALTY CP [2.88%]
PROLOGIS SBI [2.74%]
HOST HOTELS & RESORT [2.54%]
LIBERTY PROPERTIES [2.47%]

31-Dec-08

SIMON PPTY GRP INC [8.64%]
PUBLIC STG [6.81%]
VORNADO REALTY TRUST [6.64%]
EQUITY RESIDENTAL [5.29%]
BOSTON PPTYS INC [5.05%]
FEDERAL RLTY INV TR [3.74%]
HOST HOTELS & RESORT [3.47%]
REGENCY CENTERS CORP [3.45%]
VENTAS INC [2.81%]
NATIONWIDE HLTH PROP [2.72%]

Click here for Stock Holding Change Map in Cohen & Steers Realty Shares Instl Fund (CSRIX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.