- What does IRFAX invest in?
- This fund's core objective is to generate overall comprehensive returns for its investors. It primarily dedicates a minimum of 80% of its capital to a diverse array of real estate-related equity instruments from outside the United States. These real estate equity holdings encompass various forms, such as common and preferred shares, along with other ownership interests in property-focused enterprises, including Real Estate Investment Trusts (REITs) and analogous entities. The fund also retains the flexibility to allocate up to 20% of its assets to real estate equity securities within the U.S. market, which includes American REITs. Furthermore, a maximum of 15% of its total portfolio may be directed towards companies situated in emerging economies.
- What is the expense ratio of IRFAX?
- Cohen & Steers International Realty Fund Class A (IRFAX) charges an expense ratio of 1.35%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is IRFAX?
- Cohen & Steers International Realty Fund Class A (IRFAX) manages $243.6M 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 IRFAX actively managed or an index fund?
- IRFAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was IRFAX launched?
- Cohen & Steers International Realty Fund Class A (IRFAX) launched in March 2005 and is managed by the fund issuer.
- How has IRFAX performed?
- IRFAX'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.
