Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 4 of 4 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Cohen & Steers Realty Shares Fund Class L | CSRSX | Real Estate | 6.94% | 46 | 0.880% | Below Average | No Load | $10,000 | ||
| Cohen & Steers Institutional Realty Shares | CSRIX | Real Estate | 7.17% | 41 | 0.750% | Below Average | Institutional | $1M | ||
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | CSZIX | Real Estate | 6.53% | 54 | 0.750% | Below Average | Institutional | $0 | ||
| Cohen & Steers Preferred Securities and Income SMA Shares | PISHX | Preferred Stock | 0.05% | 28 | 0.000% | Low | No Load | $0 |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.