| 71.02 Net Asset Value | -0.13% 1 Day | +9.99% Year-to-Date | Overall Morningstar Rating |
| Real estate Style or Category | No Load Sales Expenses | 1.03% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +3.88% | 3 years | +14.58% | |
| 3 months | +8.54% | 5 years | +7.40% | |
| 1 year | +18.55% | Since inception | +12.46% |
| CSRSX | Category | |
|---|---|---|
| Performance 5-yr return | +7.40% | +5.96% |
| Expense ratio | 1.03% | 1.37% |
| Risk 5 year sharpe ratio | 0.38 | 0.34 |
| Net assets | $5.2B | $1.0B |
| Average market cap | $9.0B | $9.6B |
| Average P/E | 41.7 | 35.2 |
| 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 | Martin Cohen / 21 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 | 11.72% |
| VNO Vornado Realty Trust | 5.56% |
| PLD Prologis Inc | 5.03% |
| VTR Ventas Inc | 4.54% |
| EQR Equity Residential | 4.49% |
| HCP HCP Inc | 4.44% |
| PSA Public Storage | 3.39% |
| BXP Boston Properties Inc | 2.94% |
| REG Regency Centers Corporation | 2.47% |
| HST Host Hotels & Resorts Inc | 2.37% |
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