Cohen Steers Real Fund Quote

CSEIX Fund  USD 15.96  0.24  1.53%   

Performance

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Odds Of Distress

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Cohen Steers is trading at 15.96 as of the 22nd of December 2024; that is 1.53% up since the beginning of the trading day. The fund's open price was 15.72. Cohen Steers has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of June 2024 and ending today, the 22nd of December 2024. Click here to learn more.
The fund invests at least 80 percent of its total assets in income-producing common stocks and other equity securities issued by real estate companies, such as real estate investment trusts . 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 Steers Real

Moving together with Cohen Mutual Fund

  0.77O Realty IncomePairCorr
  0.83FR First Industrial RealtyPairCorr

Moving against Cohen Mutual Fund

  0.59OZ Belpointe PREP LLCPairCorr

Cohen Mutual Fund Highlights

Fund ConcentrationCohen & Steers Funds, Large Funds, Real Estate Funds, Real Estate, Cohen & Steers (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Cohen Steers Real [CSEIX] is traded in USA and was established 22nd of December 2024. Cohen Steers 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. This fund currently has accumulated 6.87 B in assets under management (AUM) with no minimum investment requirementsCohen Steers Real is currently producing year-to-date (YTD) return of 11.26% with the current yeild of 0.03%, while the total return for the last 3 years was -1.2%.
Check Cohen Steers 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 Steers Real 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 Steers Real Mutual Fund Constituents

VICIVICI PropertiesStockReal Estate
PLDPrologisStockReal Estate
SPGSimon Property GroupStockReal Estate
BRXBrixmor PropertyStockReal Estate
EQIXEquinixStockReal Estate
PSAPublic StorageStockReal Estate
VTRVentas IncStockReal Estate
PEAKPEAK OldStockReal Estate
More Details

Cohen Steers Real Risk Profiles

Cohen Steers Against Markets

Other Information on Investing in Cohen Mutual Fund

Cohen Steers 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 Steers security.
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