Cohen & Steers Institutional Realty Shares

Frequently Asked Questions About CSRIX

What does CSRIX invest in?

This fund primarily focuses on equity investments in real estate companies, allocating at least 80% – and usually almost all – of its total assets to their common stocks and other equity securities. Up to 20% of its portfolio may be directed towards foreign issuers, including those in emerging markets, provided these non-U.S. companies meet the same real estate investment criteria as their domestic counterparts. These international holdings can include American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and European Depositary Receipts (EDRs). The fund operates as a non-diversified vehicle.

What is the expense ratio of CSRIX?

Cohen & Steers Institutional Realty Shares (CSRIX) charges an expense ratio of 0.75%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CSRIX?

Cohen & Steers Institutional Realty Shares (CSRIX) manages $3.65B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CSRIX actively managed or an index fund?

CSRIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CSRIX launched?

Cohen & Steers Institutional Realty Shares (CSRIX) launched in February 2000 and is managed by the fund issuer.

How has CSRIX performed?

CSRIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.