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Cohen & Steers Realty Shares (CSRSX) Fund Ranking and Research

Ranking, Research and Recommendation of Cohen & Steers Realty Shares (CSRSX) Fund

    Last Trade: $66.36 on 4/28/2017, Change: -0.52 (-0.78%)

 

Graph of Cohen & Steers Realty Shares Fund (CSRSX) ManagerFund Manager - Joseph Harvey

Fund Manager Information

Fund Manager Tenure: 12.0 years
Similar Funds: CSRIX 
Fund Family: Cohen & Steers
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Honorable Mentioning: US News (2011), Money Magazine (2011),

 

Graph of Cohen & Steers Realty Shares Fund (CSRSX) ProfileCohen & Steers Realty Shares Fund (CSRSX) Profile

Fund Profile and Description

Cohen & Steers Realty Shares Fund seeks total return with equal emphasis on capital appreciation and current income. Cohen & Steers Realty Shares Fund invests primarily at least 80% and normally all of its assets in equity securities of real-estate companies. These securities may consist of common stocks, rights or warrants to purchase common stocks, convertible securities, and preferred stocks. It may invest without limit in shares of real-estate investment trusts. Cohen & Steers Realty Shares Fund may invest up to 20% of assets in securities of foreign real-estate companies. It is non-diversified.

 

Cohen & Steers Realty Shares (CSRSX) Fund Strength What we like about Cohen & Steers Realty Shares (CSRSX) Fund

Data for Cohen & Steers Realty Shares Fund (CSRSX) as of May 30, 2016

  • Cohen & Steers Realty Shares Fund (CSRSX) management has been with Cohen & Steers Realty Shares Fund for 12.0 years
  • Cohen & Steers Realty Shares Fund (CSRSX) has good short-term performance (1-year return 9.07% vs 9.01% Real Estate category median performance)
  • Cohen & Steers Realty Shares Fund (CSRSX) has good mid-term performance (3-year return 10.47% vs 9.69% Real Estate category median performance)
  • Cohen & Steers Realty Shares Fund (CSRSX) ratio of up-years vs down years is greater than 2
  • Cohen & Steers Realty Shares Fund (CSRSX) has a Morningstar rating of 4 and above
  • Cohen & Steers Realty Shares Fund (CSRSX) has an annual stock turnover rate of 58.00% vs Real Estate average of 61.66%. It is good that Cohen & Steers Realty Shares management does not trade extensively for its return.
  • Cohen & Steers Realty Shares Fund (CSRSX) has a lower expense ratio than its Real Estate average: 0.98% vs 1.28%
  • Cohen & Steers Realty Shares Fund (CSRSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Cohen & Steers Realty Shares Fund (CSRSX) Weakness What we are cautious about Cohen & Steers Realty Shares (CSRSX) Fund

Data for Cohen & Steers Realty Shares Fund (CSRSX) as of May 30, 2016

  • Cohen & Steers Realty Shares Fund (CSRSX) has a less-than-ideal Long-term performance (5-year return 9.33% vs 9.40% Real Estate category median performance)
  • Cohen & Steers Realty Shares Fund (CSRSX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.88 that is higher than category average of 14.6
  • As a Real Estate focused fund, Cohen & Steers Realty Shares Fund (CSRSX) is less diversified and has inherited sector risks associated with the fund
See Cohen & Steers Realty Shares Fund (CSRSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Cohen & Steers Realty Shares Fund (CSRSX)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 Realty Shares3.249.0710.479.33
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 Realty Shares Fund (CSRSX)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 Realty Shares Fund (CSRSX) Net Asset TrackingCohen & Steers Realty Shares (CSRSX) Fund Net Asset

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

DateNet Asset
05/2016$5.70B
03/2016$5.81B
02/2016$5.48B
More historic net asset information on Cohen & Steers Realty Shares Fund (CSRSX)

  

Graph of Cohen & Steers Realty Shares Fund (CSRSX) Portfolio TrackingCohen & Steers Realty Shares (CSRSX) Fund Portfolio Allocation

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

DateCashStockBondOther
03/20160.17%99.83%0%0%
12/20150.95%99.05%0%0%
09/20150.58%99.42%0%0%
Click here to see more historic asset allocation information on Cohen & Steers Realty Shares Fund (CSRSX)

 

graph of Cohen & Steers Realty Shares Fund (CSRSX) Top 10 Position TrackingTop 10 Holdings in Cohen & Steers Realty Shares (CSRSX) Fund

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

Mar 30, 2016
Simon Property Group, Inc. Comm [11.24%]
UDR, Inc. Common Stock [6.26%]
Equinix, Inc. [5.45%]
Public Storage Common Stock [4.89%]
Vornado Realty Trust Common Sto [3.8%]
HCP, Inc. Common Stock [3.67%]
Essex Property Trust, Inc. Comm [3.6%]
Apartment Investment and Manage [3.55%]
CubeSmart Common Shares [3.4%]
DDR Corp. Common Stock [3.08%]

Dec 30, 2015
Simon Property Group, Inc. Comm [10.52%]
Public Storage Common Stock [7.1%]
UDR, Inc. Common Stock [6.3%]
Vornado Realty Trust Common Sto [5.99%]
Equinix, Inc. [4.56%]
SL Green Realty Corporation Com [4.3%]
DDR Corp. Common Stock [3.87%]
Equity Residential Common Share [3.77%]
Essex Property Trust, Inc. Comm [3.75%]
Apartment Investment and Manage [3.51%]

Sep 29, 2015
Simon Property Group, Inc. Comm [10.75%]
Public Storage Common Stock [6.9%]
UDR, Inc. Common Stock [6.16%]
Equity Residential Common Share [6.03%]
Vornado Realty Trust Common Sto [5.77%]
SL Green Realty Corporation Com [4.89%]
Welltower Inc. Common Stock [4.52%]
DDR Corp. Common Stock [3.83%]
Equinix, Inc. [3.71%]
Host Hotels & Resorts, Inc. Com [3.47%]
Click here for Stock Holding Change Map in Cohen & Steers Realty Shares Fund (CSRSX)

  

Latest News on Cohen & Steers Realty Shares (CSRSX) Fund

See what is happening with Cohen & Steers Realty Shares Fund (CSRSX)

 

Cohen & Steers Realty Shares Fund (CSRSX) Related ResourcesSee more information on Cohen & Steers Realty Shares (CSRSX) Fund

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