Cohen And Steers Fund Quote
| CSRIX Fund | USD 49.41 0.02 0.04% |
PerformanceOK
| Odds Of DistressLow
|
Cohen is trading at 49.41 as of the 19th of March 2025; that is 0.04% down since the beginning of the trading day. The fund's open price was 49.43. Cohen has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
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 percent 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 , Global Depositary Receipts and European Depositary Receipts . More on Cohen And Steers
Moving together with Cohen Mutual Fund
| 0.78 | O | Realty Income | PairCorr |
| 0.62 | DX | Dynex Capital | PairCorr |
| 0.79 | FR | First Industrial Realty Sell-off Trend | PairCorr |
Moving against Cohen Mutual Fund
Cohen Mutual Fund Highlights
| Thematic Idea | Monster Funds (View all Themes) |
| Fund Concentration | Cohen & Steers Funds, Large Funds, Real Estate Funds, Monster Funds, Real Estate, Cohen & Steers, Large, Real Estate (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Cohen And Steers [CSRIX] is traded in USA and was established 19th of March 2025. Cohen is listed under Cohen & Steers category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Cohen & Steers family. The entity is thematically classified as Monster Funds. This fund currently has accumulated 5.74 B in assets under management (AUM) with minimum initial investment of 1000 K. Cohen And Steers is currently producing year-to-date (YTD) return of 1.75% with the current yeild of 0.03%, while the total return for the last 3 years was 1.05%.
Check Cohen Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Cohen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cohen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cohen And Steers Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Cohen And Steers Mutual Fund Constituents
| SUI | Sun Communities | Stock | Real Estate | |
| CCI | Crown Castle | Stock | Real Estate | |
| HCP | Hashicorp | Stock | Information Technology | |
| PK | Park Hotels Resorts | Stock | Real Estate | |
| VICI | VICI Properties | Stock | Real Estate | |
| EQIX | Equinix | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| BRX | Brixmor Property | Stock | Real Estate |
Cohen And Steers Risk Profiles
| Mean Deviation | 0.8963 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.31 | |||
| Risk Adjusted Performance | (0.01) |
Cohen Against Markets
Other Information on Investing in Cohen Mutual Fund
Cohen financial ratios help investors to determine whether Cohen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cohen with respect to the benefits of owning Cohen security.
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