Cohen & Steers Real Estate Securities Z Stock Price, News & Analysis

CSZIX is the ticker symbol for the Cohen & Steers Real Estate Securities Fund, an investment fund associated with Cohen & Steers, Inc. According to company disclosures, this fund focuses on real estate securities and has been recognized for its risk-adjusted performance over long-term periods. The fund is part of the Cohen & Steers family of U.S. registered open-end funds, which are distributed by Cohen & Steers Securities, LLC and are available to U.S. residents.

Cohen & Steers, Inc., the investment manager behind the Cohen & Steers Real Estate Securities Fund, is described as a global investment manager specializing in real assets and alternative income. Its areas of focus include listed and private real estate, preferred securities, infrastructure, resource equities, commodities and multi-strategy solutions. The firm was founded in 1986 and is headquartered in New York City, with additional offices in London, Dublin, Hong Kong, Tokyo and Singapore.

The Cohen & Steers Real Estate Securities Fund has received repeated recognition from the LSEG Lipper Fund Awards for its risk-adjusted performance over a 10-year period. The awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over multiple time horizons. The Real Estate category in which the fund was evaluated includes numerous share classes, and the award highlights funds that have delivered strong performance relative to their peers, based on LSEG Lipper’s methodology.

According to Cohen & Steers, the firm believes that listed real estate can offer opportunities for active managers, particularly in environments characterized by higher interest rates and persistent inflation. The firm has indicated that investors may consider strategic allocations to listed real estate as part of their portfolios. The Cohen & Steers Real Estate Securities Fund is one of several real estate-focused options managed by the firm, alongside exchange-traded funds, mutual funds, collective investment trusts and separate accounts that seek exposure to real estate-related investments.

Cohen & Steers has stated that, in the past, the Cohen & Steers Real Estate Securities Fund was closed to new investors while remaining open to existing shareholders, participants in qualifying retirement plans and existing intermediary-sponsored discretionary models. At the same time, the firm has continued to manage other vehicles for new investors who are interested in real estate opportunities, including the Cohen & Steers Real Estate Active ETF and other flagship real estate mutual funds under the Cohen & Steers brand.

The risks associated with investing in the Cohen & Steers Real Estate Securities Fund are described as similar to those of direct investments in real estate. These risks include falling property values that may result from increasing vacancies or declining rents, which can be driven by economic, legal, political or technological developments. Additional considerations include potential lack of liquidity, limited diversification and sensitivity to economic factors such as interest rate changes and market recessions. The fund is classified as a "non-diversified" fund under federal securities laws, meaning it can invest in fewer individual companies than a diversified fund, although it must still meet certain diversification requirements under U.S. tax laws.

Because the fund invests in real estate securities, its performance and risk profile can be influenced by developments in property markets, interest rate environments and broader economic conditions. Cohen & Steers emphasizes that investors should carefully review the investment objectives, risks, charges and expenses of any fund before investing, and that this information is available in the fund’s prospectus and summary prospectus.

Key characteristics of the Cohen & Steers Real Estate Securities Fund (CSZIX)

• Focus on real estate securities: The fund is described as a real estate securities fund, which means it invests in securities related to real estate rather than owning properties directly.
• Association with Cohen & Steers: CSZIX is managed within the Cohen & Steers platform, which specializes in real assets and alternative income strategies.
• Risk-adjusted performance recognition: The fund has received LSEG Lipper Fund Awards for consistent risk-adjusted performance over a 10-year period, based on LSEG Lipper’s quantitative methodology.
• Non-diversified status: The fund is classified as non-diversified under federal securities laws, allowing it to invest in a more concentrated set of companies, subject to tax diversification requirements.
• Real estate-related risks: The fund’s risk profile reflects factors such as property value changes, vacancies, rent trends, economic conditions and interest rate movements.

About Cohen & Steers, Inc.

Cohen & Steers, Inc. is an investment manager that focuses on real assets and alternative income strategies. Its investment capabilities span listed and private real estate, preferred securities, infrastructure, resource equities, commodities and multi-strategy approaches. The firm’s headquarters are in New York City, and it maintains offices in several global financial centers, including London, Dublin, Hong Kong, Tokyo and Singapore. Founded in 1986, Cohen & Steers has developed a platform centered on real assets and income-oriented investments.

Within its product lineup, Cohen & Steers offers U.S. registered open-end funds, which are distributed by Cohen & Steers Securities, LLC to U.S. residents. The firm also manages exchange-traded funds that are distributed by Foreside Fund Services, LLC, as well as collective investment trusts and separate accounts. The Cohen & Steers Real Estate Securities Fund (CSZIX) is one of the firm’s real estate-focused offerings within this broader range of investment vehicles.

Risk considerations for CSZIX

Investing in the Cohen & Steers Real Estate Securities Fund involves risks that are described as similar to those of direct real estate investments. These include the possibility of falling property values due to increasing vacancies or declining rents, which may be influenced by economic, legal, political or technological developments. The fund may also be affected by limited liquidity in certain real estate securities, limited diversification and sensitivity to macroeconomic factors such as interest rate changes and market recessions.

Because the fund is classified as non-diversified under federal securities laws, it can invest in a smaller number of individual companies than a diversified fund. This can increase exposure to the performance of specific issuers or sectors, although the fund must still comply with diversification standards under U.S. tax laws. Prospective investors are encouraged by the sponsor to review the fund’s prospectus and summary prospectus, which describe investment objectives, risks, charges and expenses in more detail.

Investor information

Cohen & Steers indicates that investors should consider the investment objectives, risks, charges and expenses of any fund carefully before investing. Information about these factors for the Cohen & Steers Real Estate Securities Fund is provided in the fund’s prospectus and summary prospectus. These documents describe the fund’s strategy, risk profile and costs, and are made available without charge through the firm’s distribution channels.