Cohen & Steers Realty Shares is a fine fund for actively managed US REIT exposure, even though the size of its asset base remains a concern. The relatively cheap Z shares earn an upgrade to a Morningstar Analyst Rating of Silver, while the other share classes are rated Bronze or Neutral.
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.