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% | 69.80B | 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 24. There are 71 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 | 99 | — | Oct 1995 | CSRSX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | — | Oct 2011 | CSRSX vs FSREX | |
| Fidelity Real Estate Income Fund | 72 | — | Feb 2003 | CSRSX vs FRIFX | |
| Delaware Ivy Securian Real Estate Securities Fund | 72 | — | Feb 1999 | CSRSX vs IRSAX |
Top Performing CSRSX Alternatives (YTD)
CSRSX is at 15.36% YTD. There are 22 mutual funds in the REIT category with higher YTD returns, going as high as 20.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 20.24% | — | Dec 2010 | CSRSX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 19.18% | — | Dec 1998 | CSRSX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.89% | — | Jan 1989 | CSRSX vs IVRSX | |
| Columbia Real Estate Equity Fund | 18.78% | — | Apr 1994 | CSRSX vs CREEX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.60% | — | Feb 1999 | CSRSX vs IRSAX |
Lowest Volatility Alternatives to CSRSX
CSRSX has 14.34% 1-year volatility. There are 94 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | CSRSX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | CSRSX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | CSRSX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | CSRSX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.23% | — | Feb 2003 | CSRSX vs FRIFX |
Lowest Drawdown Alternatives to CSRSX
CSRSX has a 1-year max drawdown of -7.78%. There are 25 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 | -0.29% | — | 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 FOF, CSRIX, 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 | 24 | 8.14% | — | Nov 2006 | CSRSX vs FOF | |
| Cohen & Steers Institutional Realty Shares | REIT | 25 | 15.46% | — | Feb 2000 | CSRSX vs CSRIX | |
| Cohen & Steers Preferred Securities and Income Fun... | Preferred Stock/Convertible Bonds | 81 | 2.17% | — | May 2010 | CSRSX vs CPXIX | |
| Cohen & Steers Global Infrastructure Fund Class A | Global Equities | 77 | 12.90% | — | Aug 2017 | CSRSX vs CSUAX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 28 | 14.93% | — | Jul 1998 | CSRSX vs CSDIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | Energy Equities | 78 | 13.12% | — | May 2004 | CSRSX vs CSUIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | 97 | 32.43% | — | Dec 2013 | CSRSX vs MLOZX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 43 | 12.02% | — | Jan 2012 | CSRSX vs RAPZX | |
| Cohen & Steers Low Duration Preferred and Income F... | Preferred Stock/Convertible Bonds | 86 | 2.35% | — | Nov 2015 | CSRSX vs LPXZX | |
| Cohen & Steers Real Estate Securities Fund Class Z | REIT | 28 | 14.91% | — | Oct 2014 | CSRSX vs CSZIX |
Often Compared With CSRSX
Investors most often compare CSRSX with VNQ, FIREX, POSIX. 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