Cohen Steers Five Year Return vs. Equity Positions Weight

CSRIX -- USA Fund  

USD 47.37  0.96  1.99%

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Cohen Steers Institu Equity Positions Weight vs. Five Year Return Fundamental Analysis

Cohen Steers Institutional Re is rated below average in five year return among similar funds. It is fourth largest fund in equity positions weight among similar funds .
Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Cohen Steers 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
(1.47)%
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Cohen Steers 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
99.07%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Cohen Steers Equity Positions Weight Comparison

  Equity Positions Weight 
      Cohen Steers Comparables 
Cohen Steers is currently under evaluation in equity positions weight among similar funds.

Cohen Steers Fundamental Comparison

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