CSRIX

ActiveMin. $1M

Cohen & Steers Institutional Realty Shares

Category: US Equity (9,528 funds)

Expense Ratio
0.75%
Annual Cost per $10K
$75.00
30-Year Fee Drag per $10K
$14,482
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
-3.01%

Asset Allocation

US Equity
99%
Cash
1%

Fee Comparison

CSRIX
0.75%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

29% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+24.71%3Y
Compare to

Fee Impact Calculator

$
%
CSRIX at 0.75%$308,204
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$72,409
Cost vs index fund−$69,220

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
CSRIXCohen & Steers Institutional Realty Shares0.75%
QQQInvesco QQQ Trust0.20%
QCGRFXCollege Retirement Equities Fund - Growth Account
QCEQFXCollege Retirement Equities Fund - Equity Index Account
VNQVANGUARD REAL ESTATE INDEX FUND0.27%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
RSPInvesco S&P 500 Equal Weight ETF0.20%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
VISVXVANGUARD SMALL-CAP VALUE INDEX FUND0.19%
TRFHXT. Rowe Price Retirement 2030 Fund0.40%
TRHDXT. Rowe Price Retirement 2040 Fund0.43%
AULDXUltra Fund0.54%
TRFJXT. Rowe Price Retirement 2035 Fund0.42%
LGRNXLoomis Sayles Growth Fund0.57%
TCEPXNuveen Equity Index Fund0.20%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
TRIKXT. Rowe Price Retirement 2045 Fund0.44%
TRJLXT. Rowe Price Retirement 2050 Fund0.45%
TREHXT. Rowe Price Retirement 2025 Fund0.38%
IYWiShares U.S. Technology ETF0.38%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
DVYiShares Select Dividend ETF0.38%
VEXRXVANGUARD EXPLORER FUND0.33%
JAIZXManaged Volatility Growth Portfolio0.77%
CSJFXCohen & Steers Realty Shares0.80%
AMLPAlerian MLP ETF0.85%
DFLVXU.S. LARGE CAP VALUE PORTFOLIO$1M min0.23%
QYLDGlobal X NASDAQ 100 Covered Call ETF0.60%
TRDBXT. Rowe Price Retirement 2020 Fund0.37%
JAIYXManaged Volatility Balanced Portfolio0.75%
TRJMXT. Rowe Price Retirement 2055 Fund0.46%
MDYSPDR S&P MidCap 400 ETF Trust0.24%
AGRDXGrowth Fund0.54%
EGFSXEdgewood Growth Fund1.25%
DFEVXEMERGING MARKETS VALUE PORTFOLIO$1M min0.44%
VGIAXVANGUARD GROWTH AND INCOME FUND0.26%
TRIRXNuveen Large Cap Growth Index Fund0.30%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
CREFXCohen & Steers Real Estate Securities Fund0.75%
DGRWWisdomTree U.S. Quality Dividend Growth Fund0.28%
ESBLXEaton Vance Floating-Rate Fund0.75%
FLMVXJPMorgan Mid Cap Value Fund1.09%
QVI2QVIP Index 500 Portfolio0.34%
JAIJXLifestyle Growth Portfolio0.61%
DYNFiShares U.S. Equity Factor Rotation Active ETF0.26%
PAVEGlobal X U.S. Infrastructure Development ETF0.47%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
JAGKX500 Index Trust0.50%
OEFiShares S&P 100 ETF0.20%
TRCVXNuveen Large Cap Value Index Fund0.30%
TRSPXNuveen S&P 500 Index Fund0.30%
FDNFirst Trust Dow Jones Internet Index Fund0.49%
DDZRXMacquarie Value Fund0.61%
PRCOXT. Rowe Price U.S. Equity Research Fund0.45%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
OEICXJPMorgan Equity Index Fund0.45%
FRESXFidelity Real Estate Investment Portfolio0.64%
TRLNXT. Rowe Price Retirement 2060 Fund0.46%
TSVPXT. Rowe Price Spectrum Diversified Equity Fund0.58%
GQEPXGQG PARTNERS US SELECT QUALITY EQUITY FUND0.70%
IWYiShares Russell Top 200 Growth ETF0.20%
GTENXGateway Fund0.65%
PLCGXLargeCap Growth Fund I0.94%
ASDEXSelect Fund0.55%
TGIWXNuveen Core Equity Fund0.40%
DCZRXMacquarie Small Cap Core Fund0.68%
IGRFXMacquarie Mid Cap Growth Fund0.68%
HAITXHARTFORD CORE EQUITY FUND0.36%
TRLIXNuveen Large Cap Value Fund0.41%
VVIPXVoya VACS Index Series S Portfolio
FMUEXFree Market U.S. Equity Fund$1M min0.76%
SUWAXDWS Core Equity Fund0.83%
TRPSXNuveen Large Cap Responsible Equity Fund0.32%
PLSAXLargeCap S&P 500 Index Fund0.39%
SECTMain Sector Rotation ETF0.74%
ITAiShares U.S. Aerospace & Defense ETF0.38%
COAVXColumbia Overseas Value Fund0.82%
XYLDGlobal X S&P 500 Covered Call ETF0.60%
TRUBXT. Rowe Price Retirement 2015 Fund0.35%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%
NUGONuveen Growth Opportunities ETF0.56%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
AFEDXLarge Cap Equity Fund0.44%
SSFRXState Street Equity 500 Index Fund0.62%
TIREXNuveen Real Estate Securities Select Fund0.50%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
LCGJXWilliam Blair Large Cap Growth Fund0.60%
UANQXVictory Nasdaq-100 Index Fund0.43%
XLGInvesco S&P 500 Top 50 ETF0.20%
FDLFirst Trust Morningstar Dividend Leaders Index Fund0.43%
IYRiShares U.S. Real Estate ETF0.38%
DVZRXMacquarie Small Cap Value Fund0.70%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
ARDTXOne Choice In Retirement Portfolio0.76%
DONWisdomTree U.S. Midcap Dividend Fund0.38%
MXVIXEmpower S&P 500 Index Fund0.49%
JAIVXManaged Volatility Moderate Portfolio0.75%
CGWRXColumbia Cornerstone Growth Fund0.97%
HNVRXHarbor Small Cap Value Fund0.80%
SDLAXSIIT DYNAMIC ASSET ALLOCATION FUND0.60%

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