CSJIX : Cohen & Steers Realty Shares Fund Class I

CSJIX is a Alternatives Market Real Estate with MODERATE fees.

CSJIX

Cohen & Steers Realty Shares Fund Class I

FI Score

53 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

53% FI Score
  • csjix
  • Mutual Fund
  • Alternatives
  • Real Estate

Cohen & Steers Realty Shares Fund Class I

Expenses: 0.88% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

The investment seeks total return through investment in real estate securities. Under normal market conditions, the fund invests at least 80% 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.

Largest Holdings

Amount Holding
11.80% American Tower Corp
8.59% Equinix Inc
6.03% Public Storage
5.65% UDR Inc
5.61% Welltower Inc
4.57% Duke Realty Corp
4.27% SBA Communications Corp
4.00% Essex Property Trust Inc
3.92% Extra Space Storage Inc
3.32% Prologis Inc
2.86% VICI Properties Inc Ordinary Shares
2.84% Simon Property Group Inc
2.76% Invitation Homes Inc
2.75% Crown Castle International Corp
2.64% Digital Realty Trust Inc
2.43% Spirit Realty Capital Inc
2.40% Medical Properties Trust Inc
2.02% Healthcare Trust of America Inc
1.80% Hudson Pacific Properties Inc
1.79% AvalonBay Communities Inc
1.74% Kilroy Realty Corp
1.51% VEREIT Inc Class A
1.31% Healthpeak Properties Inc
1.22% Weyerhaeuser Co
1.16% Ventas Inc

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