| 68.08 Net Asset Value | -0.87% 1 Day | +5.44% Year-to-Date | Overall Morningstar Rating |
| Real estate Style or Category | No Load Sales Expenses | 1.00% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -7.80% | 3 years | +16.77% | |
| 3 months | -0.88% | 5 years | +5.15% | |
| 1 year | +15.19% | Since inception | +12.37% |
| CSRSX | Category | |
|---|---|---|
| Performance 5-yr return | +5.15% | +5.96% |
| Expense ratio | 1.00% | 1.36% |
| Risk 5 year sharpe ratio | 0.34 | 0.31 |
| Net assets | $5.8B | $1.1B |
| Average market cap | $8.2B | $10.1B |
| Average P/E | 45.0 | 36.6 |
| Portfolio turnover | 85% | 85% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Cohen & Steers |
| Fund manager & tenure | Joseph Harvey / 7 Years |
| Minimal initial investment | $10,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 96.55% |
| Consumer service | 2.23% |
| Industrial materials | 0.70% |
| Healthcare | 0.52% |
| Business service | 0.00% |
| SPG Simon Property Group Inc | 11.39% |
| VTR Ventas Inc | 5.13% |
| PLD Prologis Inc | 4.80% |
| VNO Vornado Realty Trust | 4.01% |
| PSA Public Storage | 3.81% |
| KIM Kimco Realty Corp | 2.97% |
| HCN Health Care REIT, Inc. | 2.95% |
| DLR Digital Realty Trust, Inc. | 2.89% |
| EQR Equity Residential | 2.84% |
| UDR UDR Inc | 2.59% |
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