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BRUYX vs CSRIX

Both BRUYX and CSRIX are mutual funds. BRUYX has a lower 5-year return than CSRIX (1.66% vs 11.14%). Below is the comparison between BRUYX and CSRIX.

BRUYX CSRIX
Security Type Mutual fund Mutual fund
Segment Specialty: Real Estate Specialty: Real Estate
Family Brookfield Investment Funds Cohen & Steers
Net Assets N/A $5.63B
Expense Ratio N/A 0.75%
Management Style active active
Dividend Yield N/A 1.90%
Minimum Investment $1,000.00 $3,000,000.00
YTD Return -19.73% 24.51%
1-Year Return 9.94% 17.77%
3-Year Return -1.69% 16.05%
5-Year Return 1.66% 11.14%
10-Year Return N/A 11.22%

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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CSRIX description

The Fund seeks total return through investment in real estate securities. Both capital appreciation and current are sought with equal emphasis.

CSRIX performance & returns

YTD Return 24.51%
1-Month Return 7.51%
3-Month Return 17.77%
1-Year Return 17.77%
3-Year Return 16.05%
5-Year Return 11.14%
10-Year Return 11.22%
CSRIX expense ratio is 0.75%.

CSRIX holdings

Top 10 Holdings (55.91% of Total Assets)

Name Symbol % Assets
Equinix Inc EQIX 8.42%
American Tower Corp AMT 8.16%
Crown Castle International Corp CCI 7.27%
Public Storage PSA 6.86%
Duke Realty Corp DRE 4.76%
Welltower Inc WELL 4.29%
SBA Communications Corp SBAC 4.20%
Prologis Inc PLD 4.02%
UDR Inc UDR 3.97%
Simon Property Group Inc SPG 3.96%

Other relevant CSRIX comparisons

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