|Expense Ratio (net)||0.96%|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Average|
|Beta (3Y Monthly)||0.83|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Jul 2, 1991|
NEW YORK , Oct. 22, 2018 /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) announced today that September 30, 2018 quarter-end data for its open-end and closed-end funds, including portfolio holdings, are ...
Real estate has one of the smallest sector weights in the S&P 500, but it is also one of its worst offenders this year. Some real estate mutual funds have been hampered by large allocations to retail estate investment trusts (REITs), one of the most vulnerable corners of the broader real estate universe. Additionally, the real estate sector is historically inversely correlated to rising interest rates.
Mutual funds have gotten passed over in recent years, as the investing world was taken by storm by exchange-traded funds. Many mutual funds have exceptional management, so much so that the funds are worth buying and holding onto for decades. My stock advisory newsletter, The Liberty Portfolio, looks at ETFs but also purchases some of the best mutual funds in the entire fund universe.
NEW YORK, March 5, 2018 /PRNewswire/ -- Cohen & Steers Real Estate Securities Fund (Class I: CSDIX and Class Z: CSZIX) and Cohen & Steers Preferred Securities and Income Fund (Class I: CPXIX) have received 2017 Thomson Reuters Lipper Fund Awards for consistently strong risk-adjusted performance relative to their peers. Cohen & Steers Preferred Securities and Income Fund (CPXIX) was singled out among its Flexible Income category peers for its risk-adjusted returns during the 5-year period. "We are proud to be once again recognized for bringing best-in-class investment solutions to our clients," remarked Robert Steers, Chief Executive Officer of Cohen & Steers.