Although its size remains an issue, Cohen & Steers Realty Shares has done an excellent job of navigating the changing REIT market of recent years. Most share classes earn a Morningstar Analyst Rating of Bronze, while the pricier C and R shares receive a Neutral rating.
Will CSRSX 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 CSRSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CSRSX 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 CSRSX’s parent organization’s priorities and whether they’re in line with investors’ interests.