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Cohen & Steers Instl Realty Shares (CSRIX)

51.56 +0.33 (+0.64%)
At close: 8:01 PM EST
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DELL
  • Previous Close 51.23
  • YTD Return 12.96%
  • Expense Ratio 0.75%
  • Category Real Estate
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 8.07B
  • Beta (5Y Monthly) 1.14
  • Yield 2.83%
  • 5y Average Return --
  • Holdings Turnover 32.00%
  • Last Dividend 1.04
  • Inception Date Feb 14, 2000

The fund invests at least 80%, and normally substantially all, of its total assets in common stocks and other equity securities issued by real estate companies. It may invest up to 20% of its total assets in securities of foreign issuers (including emerging market issuers) which meet the same criteria for investment as domestic companies, including investments in such companies in the form of American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs") and European Depositary Receipts ("EDRs"). The fund is non-diversified.

Cohen & Steers

Fund Family

Real Estate

Fund Category

8.07B

Net Assets

2000-02-14

Inception Date

Performance Overview: CSRIX

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Trailing returns as of 11/20/2024. Category is Real Estate.

YTD Return

CSRIX
12.96%
Category
20.43%
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1-Year Return

CSRIX
36.01%
Category
36.79%
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3-Year Return

CSRIX
1.22%
Category
10.81%
?

5-Year Return

CSRIX
5.68%
Category
7.03%
?

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Holdings: CSRIX

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Top 10 Holdings (59.89% of Total Assets)

SymbolCompany% Assets
AMT
American Tower Corporation 9.31%
WELL
Welltower Inc. 8.73%
DLR
Digital Realty Trust, Inc. 7.13%
PLD
Prologis, Inc. 6.84%
CCI
Crown Castle Inc. 6.16%
SPG
Simon Property Group, Inc. 5.80%
EQIX
Equinix, Inc. 4.66%
IRM
Iron Mountain Incorporated 4.27%
INVH
Invitation Homes Inc. 3.57%
SUI
Sun Communities, Inc. 3.42%

Sector Weightings

Recent News: CSRIX

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Research Reports: CSRIX

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