Cohen & Steers Realty Shares Fund (CSRSX) 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 CSRSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSRSX
CSRSX charges 0.88% annually. There are 38 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | CSRSX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | CSRSX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | CSRSX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | CSRSX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | CSRSX vs VGRNX |
Best Risk-Adjusted Alternatives to CSRSX
CSRSX has a PortfoliosLab risk / return rank of 11. There are 57 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 | CSRSX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | CSRSX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | CSRSX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | CSRSX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | CSRSX vs FRIRX |
Top Performing CSRSX Alternatives (YTD)
CSRSX is at 11.55% YTD. There are 15 mutual funds in the REIT category with higher YTD returns, going as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | CSRSX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | CSRSX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | CSRSX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | CSRSX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | CSRSX vs PRRSX |
Lowest Volatility Alternatives to CSRSX
CSRSX has 13.49% 1-year volatility. There are 89 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 | CSRSX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | CSRSX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | CSRSX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | CSRSX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | CSRSX vs FRINX |
Lowest Drawdown Alternatives to CSRSX
CSRSX has a 1-year max drawdown of -7.78%. There are 26 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 | CSRSX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | CSRSX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | CSRSX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | CSRSX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | CSRSX vs FRIFX |
Other Mutual Funds from Cohen & Steers
The 10 most viewed Cohen & Steers mutual funds shown here include CSRIX, FOF, CPXIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Institutional Realty Shares | REIT | 12 | 11.61% | — | Feb 2000 | CSRSX vs CSRIX | |
| Cohen & Steers Closed-End Opportunity Fund | Large Cap Value Equities | 25 | 8.19% | — | Nov 2006 | CSRSX vs FOF | |
| Cohen & Steers Preferred Securities and Income Fun... | Preferred Stock/Convertible Bonds | 82 | 1.66% | — | May 2010 | CSRSX vs CPXIX | |
| Cohen & Steers Global Infrastructure Fund Class A | Global Equities | 40 | 9.47% | — | Aug 2017 | CSRSX vs CSUAX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | 97 | 36.18% | — | Dec 2013 | CSRSX vs MLOZX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 13 | 10.78% | — | Jul 1998 | CSRSX vs CSDIX | |
| Cohen & Steers Low Duration Preferred and Income F... | Preferred Stock/Convertible Bonds | 84 | 1.86% | — | Nov 2015 | CSRSX vs LPXZX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | Energy Equities | 42 | 9.60% | — | May 2004 | CSRSX vs CSUIX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 45 | 13.81% | — | Jan 2012 | CSRSX vs RAPZX | |
| Cohen & Steers International Realty Fund | REIT | 6 | -0.55% | — | Mar 2005 | CSRSX vs IRFIX |
Often Compared With CSRSX
Investors most often compare CSRSX with VNQ, FIREX, BREIX. These 19 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CSRSX with Any Fund or Stock
Compare CSRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSRSX with funds that move differently
Cohen & Steers Realty Shares Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSRSX.
Explore CSRSX Diversifiers