Cohen & Steers Realty Shares Fund

Class No Load (CSRSX)
Scorecard
4 / 5 Stars
Lipper
4 4 1 5 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

#20 in Real Estate

U.S. News evaluated 72 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Cohen & Steers funds

See full Real Estate rankings

See more fund rankings

Performance

The fund has returned 7.57 percent over the past year, 8.52 percent over the past three years, 28.64 percent over the past five years, and 9.80 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 9.2%
1 Year 7.6%
3 Years (Annualized) 8.5%
5 Years (Annualized) 28.6%
10 Years (Annualized) 9.8%

See more CSRSX performance

Summary

The investment seeks total return through investment in real estate securities. 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 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.

Fees

Fees are Above Average compared to funds in the same category.
Cohen & Steers Realty Shares Fund has an expense ratio of 0.98 percent.

See more CSRSX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more CSRSX risk