Although its size remains an issue, Cohen & Steers Institutional Realty Shares has done an excellent job of navigating the changing REIT market of recent years. It earns a Morningstar Analyst Rating of Bronze, down from the previous Silver rating.
Will CSRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSRIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CSRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CSRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.