Cohen Steers Realty Fund Quote
| CSJAX Fund | USD 66.38 0.04 0.06% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Cohen Steers is trading at 66.38 as of the 19th of January 2025; that is 0.06% up since the beginning of the trading day. The fund's open price was 66.34. Cohen Steers has about a 22 % 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 30th of January 2023 and ending today, the 19th of January 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent 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 Steers Realty
Moving together with Cohen Mutual Fund
| 0.84 | O | Realty Income | PairCorr |
| 0.93 | FR | First Industrial Realty | PairCorr |
| 0.84 | HR | Healthcare Realty Trust | PairCorr |
| 0.87 | KW | Kennedy Wilson Holdings | PairCorr |
Moving against Cohen Mutual Fund
Cohen Mutual Fund Highlights
| Fund Concentration | Cohen & Steers Funds, Large Funds, Real Estate Funds, Real Estate, Cohen & Steers (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Cohen Steers Realty [CSJAX] is traded in USA and was established 19th of January 2025. 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 5.12 B in assets under management (AUM) with no minimum investment requirementsCohen Steers Realty is currently producing year-to-date (YTD) return of 0.9% with the current yeild of 0.02%, while the total return for the last 3 years was -1.68%.
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 Realty 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 Realty Mutual Fund Constituents
| AMT | American Tower Corp | Stock | Real Estate | |
| CCI | Crown Castle | Stock | Real Estate | |
| EQIX | Equinix | Stock | Real Estate | |
| ESS | Essex Property Trust | Stock | Real Estate | |
| EXR | Extra Space Storage | Stock | Real Estate | |
| INVH | Invitation Homes | Stock | Real Estate | |
| PEAK | PEAK Old | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate |
Cohen Steers Realty Risk Profiles
| Mean Deviation | 0.8203 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.15 | |||
| Risk Adjusted Performance | (0.06) |
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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