Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) 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 CSZIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSZIX
CSZIX charges 0.75% annually. There are 23 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 | CSZIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | CSZIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | CSZIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | CSZIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | CSZIX vs VGRNX |
Best Risk-Adjusted Alternatives to CSZIX
CSZIX has a PortfoliosLab risk / return rank of 43. There are 45 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 | CSZIX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | CSZIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 82 | — | Oct 2011 | CSZIX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | CSZIX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 80 | — | Feb 1999 | CSZIX vs IRSAX |
Top Performing CSZIX Alternatives (YTD)
CSZIX is at 16.37% YTD. There are 23 mutual funds in the REIT category with higher YTD returns, going as high as 21.23%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 21.23% | — | Dec 2010 | CSZIX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.65% | — | Dec 1998 | CSZIX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.18% | — | Jan 1989 | CSZIX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.15% | — | Mar 1995 | CSZIX vs PHRAX | |
| Great-West Real Estate Index Fund | 20.05% | — | Nov 2012 | CSZIX vs MXREX |
Lowest Volatility Alternatives to CSZIX
CSZIX has 13.91% 1-year volatility. There are 82 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.45% | — | Jun 2023 | CSZIX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | CSZIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | CSZIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.73% | — | Jun 2014 | CSZIX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.19% | — | Feb 2003 | CSZIX vs FRIFX |
Lowest Drawdown Alternatives to CSZIX
CSZIX has a 1-year max drawdown of -7.96%. There are 37 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 | CSZIX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | CSZIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | CSZIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | CSZIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | CSZIX vs FRIFX |
Other Mutual Funds from Cohen & Steers
The 10 most viewed Cohen & Steers mutual funds shown here include FOF, CSRIX, CSRSX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Closed-End Opportunity Fund | Large Cap Value Equities | 23 | 8.06% | — | Nov 2006 | CSZIX vs FOF | |
| Cohen & Steers Institutional Realty Shares | REIT | 41 | 17.24% | — | Feb 2000 | CSZIX vs CSRIX | |
| Cohen & Steers Realty Shares Fund | REIT | 39 | 17.14% | — | Jul 1991 | CSZIX vs CSRSX | |
| Cohen & Steers Preferred Securities and Income Fun... | Preferred Stock | 76 | 1.95% | — | May 2010 | CSZIX vs CPXIX | |
| Cohen & Steers Global Infrastructure Fund Class A | Infrastructure Equities, Global Equities | 66 | 11.88% | — | Aug 2017 | CSZIX vs CSUAX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 43 | 16.33% | — | Jul 1998 | CSZIX vs CSDIX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 55 | 12.67% | — | Jan 2012 | CSZIX vs RAPZX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | — | — | — | Dec 2013 | CSZIX vs MLOZX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | Infrastructure Equities, Energy Equities | 67 | 12.09% | — | May 2004 | CSZIX vs CSUIX | |
| Cohen & Steers Low Duration Preferred and Income F... | Preferred Stock | 76 | 1.92% | — | Nov 2015 | CSZIX vs LPXZX |
Often Compared With CSZIX
Investors most often compare CSZIX with HLRRX, PISHX, VNQ. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CSZIX with Any Fund or Stock
Compare CSZIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSZIX with funds that move differently
Cohen & Steers Real Estate Securities Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSZIX.
Explore CSZIX Diversifiers