About CSZIX
Cohen & Steers Real Estate Securities Fund, Inc. Class Z is an open-end mutual fund specializing in real estate securities. Its primary objective is to achieve total return through investment in income-producing common and preferred stocks, as well as other equity and debt securities issued by real estate companies, notably including real estate investment trusts (REITs). The fund allocates at least 80% of its assets to these securities, providing investors exposure to various segments of the real estate market, such as data centers, industrial properties, apartments, regional malls, and specialty real estate holdings. Notable holdings often comprise leading publicly traded REITs and real estate firms like American Tower Corp, Welltower Inc, and Prologis Inc. Class Z shares are tailored for institutional investors, offering a competitive expense ratio and a quarterly dividend distribution policy. The fund is managed by an experienced team and is distinguished by its sector-focused approach, aiming to deliver diversified real estate exposure, attractive income potential, and portfolio diversification benefits within the broader financial market.
Fund Family Cohen & Steers
Category Real Estate
Performance Rating High
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CSZIX
Share Class Class Z
Index FTSE NAREIT All Equity REITS TR
CSZIX had a total return of 9.29% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.93%.
