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BRUYX vs CSDIX

Both BRUYX and CSDIX are mutual funds. BRUYX has a lower 5-year return than CSDIX (1.66% vs 11.17%). Below is the comparison between BRUYX and CSDIX.

BRUYX CSDIX
Security Type Mutual fund Mutual fund
Segment Specialty: Real Estate Specialty: Real Estate
Family Brookfield Investment Funds Cohen & Steers
Net Assets N/A $5.00B
Expense Ratio N/A 0.87%
Management Style active active
Dividend Yield N/A 1.79%
Minimum Investment $1,000.00 $100,000.00
YTD Return -19.73% 24.23%
1-Year Return 9.94% 18.35%
3-Year Return -1.69% 16.01%
5-Year Return 1.66% 11.17%
10-Year Return N/A 12.16%

BRUYX description

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BRUYX performance & returns

YTD Return -19.73%
1-Month Return 1.95%
3-Month Return 9.94%
1-Year Return 9.94%
3-Year Return -1.69%
5-Year Return 1.66%
10-Year Return N/A
BRUYX expense ratio is N/A.

BRUYX holdings

Top 10 Holdings (57.54% of Total Assets)

Name Symbol % Assets
Prologis Inc PLD 9.73%
Public Storage PSA 7.83%
Equinix Inc EQIX 7.51%
Mid-America Apartment Communities Inc MAA 5.97%
Welltower Inc WELL 5.14%
Digital Realty Trust Inc DLR 4.61%
Kilroy Realty Corp KRC 4.60%
Equity Residential EQR 4.58%
MGM Growth Properties LLC A MGP 3.80%
VICI Properties Inc Ordinary Shares VICI 3.77%

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CSDIX description

The Fund seeks total return through investment in real estate securities. Under normal market conditions, the Fund invests at least 80% of its total assets in income-producing common stocks and other equity securities issued by real estate companies, such as real estate investment trusts (REITs).

CSDIX performance & returns

YTD Return 24.23%
1-Month Return 8.15%
3-Month Return 18.35%
1-Year Return 18.35%
3-Year Return 16.01%
5-Year Return 11.17%
10-Year Return 12.16%
CSDIX expense ratio is 0.87%.

CSDIX holdings

Top 10 Holdings (52.81% of Total Assets)

Name Symbol % Assets
Crown Castle International Corp CCI 7.84%
American Tower Corp AMT 7.29%
Public Storage PSA 6.81%
Equinix Inc EQIX 6.76%
SBA Communications Corp SBAC 4.60%
Simon Property Group Inc SPG 4.46%
Ventas Inc VTR 4.18%
Prologis Inc PLD 3.85%
VEREIT Inc Class A VER 3.53%
VICI Properties Inc Ordinary Shares VICI 3.49%

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