Cohen & Steers Institutional Realty Shares (CSRIX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSRIX
CSRIX charges 0.76% annually. There are 26 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | CSRIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | CSRIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | CSRIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | CSRIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | CSRIX vs VGRNX |
Best Risk-Adjusted Alternatives to CSRIX
CSRIX has a PortfoliosLab risk / return rank of 23. There are 69 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | CSRIX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | CSRIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | CSRIX vs FSREX | |
| Delaware Ivy Securian Real Estate Securities Fund | 71 | — | Feb 1999 | CSRIX vs IRSAX | |
| abrdn Realty Income & Growth Fund | 69 | — | Dec 1998 | CSRIX vs AIGYX |
Top Performing CSRIX Alternatives (YTD)
CSRIX is at 15.14% YTD. There are 19 mutual funds in the REIT category with higher YTD returns, going as high as 19.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 19.79% | — | Dec 2010 | CSRIX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.79% | — | Dec 1998 | CSRIX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.38% | — | Jan 1989 | CSRIX vs IVRSX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.29% | — | Feb 1999 | CSRIX vs IRSAX | |
| Columbia Real Estate Equity Fund | 18.23% | — | Apr 1994 | CSRIX vs CREEX |
Lowest Volatility Alternatives to CSRIX
CSRIX has 14.32% 1-year volatility. There are 93 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | CSRIX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | CSRIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | CSRIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.72% | — | Jun 2014 | CSRIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class C | 4.34% | — | Apr 2010 | CSRIX vs FRIOX |
Lowest Drawdown Alternatives to CSRIX
CSRIX has a 1-year max drawdown of -7.74%. There are 20 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | CSRIX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | CSRIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | CSRIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | CSRIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | CSRIX vs FRIFX |
Other Mutual Funds from Cohen & Steers
The 10 most viewed Cohen & Steers mutual funds shown here include FOF, CSRSX, CPXIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Closed-End Opportunity Fund | Large Cap Value Equities | 27 | 9.03% | — | Nov 2006 | CSRIX vs FOF | |
| Cohen & Steers Realty Shares Fund | REIT | 22 | 15.05% | — | Jul 1991 | CSRIX vs CSRSX | |
| Cohen & Steers Preferred Securities and Income Fun... | Preferred Stock/Convertible Bonds | 79 | 2.17% | — | May 2010 | CSRIX vs CPXIX | |
| Cohen & Steers Global Infrastructure Fund Class A | Global Equities | 75 | 12.86% | — | Aug 2017 | CSRIX vs CSUAX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 27 | 14.64% | — | Jul 1998 | CSRIX vs CSDIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | Energy Equities | 77 | 13.07% | — | May 2004 | CSRIX vs CSUIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | 97 | 32.43% | — | Dec 2013 | CSRIX vs MLOZX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 37 | 10.83% | — | Jan 2012 | CSRIX vs RAPZX | |
| Cohen & Steers Low Duration Preferred and Income F... | Preferred Stock/Convertible Bonds | 86 | 2.35% | — | Nov 2015 | CSRIX vs LPXZX | |
| Cohen & Steers Real Estate Securities Fund Class Z | REIT | 27 | 14.62% | — | Oct 2014 | CSRIX vs CSZIX |
Often Compared With CSRIX
Investors most often compare CSRIX with VNQ, TIREX, VGSIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare CSRIX with Any Fund or Stock
Compare CSRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSRIX with funds that move differently
Cohen & Steers Institutional Realty Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSRIX.
Explore CSRIX Diversifiers