About CSRSX
Cohen & Steers Realty Shares Fund Class L is an actively managed mutual fund specializing in the real estate sector. Its primary objective is to achieve total return through investments in real estate securities, including common and preferred stocks issued by real estate companies and real estate investment trusts (REITs). The fund primarily allocates assets to U.S.-based real estate firms, with a portfolio that spans subsectors such as telecommunications, health care, data centers, industrial properties, apartments, regional malls, and self-storage facilities. Notable holdings often include leading REITs and real estate operators, reflecting a focus on market leaders in property ownership and management.
As one of the prominent real estate funds in the U.S. market, it plays a significant role in offering exposure to listed property markets, providing investors diversification benefits and access to the income and growth potential typical of real estate securities. The fund is known for its flexible strategy, experienced management, and disciplined approach, which have helped it maintain a strong position relative to its peers in the real estate category.
Fund Family Cohen & Steers
Category Real Estate
Performance Rating High
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CSRSX
Share Class Class L
Index FTSE NAREIT All Equity REITS TR
CSRSX had a total return of 9.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.61%.
