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RENTX vs CSRSX
Both CSRSX and RENTX are mutual funds. CSRSX has a higher 5-year return than RENTX (8.51% vs 3.31%). Below is the comparison between CSRSX and RENTX.
| CSRSX | RENTX | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | Specialty: Real Estate | Specialty: Real Estate |
| Family | Cohen & Steers | Shelton Capital Management |
| Net Assets | $5.75B | N/A |
| Expense Ratio | 0.88% | N/A |
| Management Style | active | active |
| Dividend Yield | 2.18% | N/A |
| Minimum Investment | $10,000.00 | $3,000.00 |
| YTD Return | 11.29% | -10.35% |
| 1-Year Return | 13.90% | 11.85% |
| 3-Year Return | 14.15% | 2.49% |
| 5-Year Return | 8.51% | 3.31% |
| 10-Year Return | 9.90% | N/A |
CSRSX description
The Fund seeks maximum total return through both income and capital appreciation by investing in publicly traded real estate securities, consisting primarily of equity real estate investment trusts.
CSRSX performance & returns
| YTD Return | 11.29% |
| 1-Month Return | 7.59% |
| 3-Month Return | 13.90% |
| 1-Year Return | 13.90% |
| 3-Year Return | 14.15% |
| 5-Year Return | 8.51% |
| 10-Year Return | 9.90% |
CSRSX expense ratio is 0.88%.
CSRSX holdings
Top 10 Holdings (55.73% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Equinix Inc | EQIX | 8.39% |
| American Tower Corp | AMT | 8.12% |
| Crown Castle International Corp | CCI | 7.27% |
| Public Storage | PSA | 6.94% |
| Duke Realty Corp | DRE | 4.54% |
| Welltower Inc | WELL | 4.26% |
| SBA Communications Corp | SBAC | 4.23% |
| Prologis Inc | PLD | 4.04% |
| Simon Property Group Inc | SPG | 3.98% |
| UDR Inc | UDR | 3.96% |
Other relevant CSRSX comparisons
You may also want to check out the following CSRSX comparisons that investors often look for on Finny
- CSRSX vs VGSLX
- CSRSX vs VGSNX
- CSRSX vs CSRIX
- CSRSX vs FRESX
- CSRSX vs CSDIX
- CSRSX vs FRIRX
- CSRSX vs TIREX
- CSRSX vs FRIFX
- CSRSX vs TRREX
- CSRSX vs PRRSX
Or use Finny Compare Wizard to create a comparison you’d like to see.
RENTX description
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RENTX performance & returns
| YTD Return | -10.35% |
| 1-Month Return | -0.46% |
| 3-Month Return | 11.85% |
| 1-Year Return | 11.85% |
| 3-Year Return | 2.49% |
| 5-Year Return | 3.31% |
| 10-Year Return | N/A |
RENTX expense ratio is N/A.
RENTX holdings
Top 10 Holdings (62.49% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Crown Castle International Corp | CCI | 11.22% |
| Equinix Inc | EQIX | 8.61% |
| Alexandria Real Estate Equities Inc | ARE | 8.47% |
| Duke Realty Corp | DRE | 7.42% |
| Sun Communities Inc | SUI | 7.26% |
| CoreSite Realty Corp | COR | 4.30% |
| CubeSmart | CUBE | 4.03% |
| Sunstone Hotel Investors Inc | SHO | 3.78% |
| Healthcare Trust of America Inc | HTA | 3.75% |
| Digital Realty Trust Inc | DLR | 3.65% |
Other relevant RENTX comparisons
You may also want to check out the following RENTX comparisons that investors often look for on Finny
- RENTX vs VGSLX
- RENTX vs VGSNX
- RENTX vs CSRSX
- RENTX vs CSRIX
- RENTX vs FRESX
- RENTX vs CSDIX
- RENTX vs FRIRX
- RENTX vs TIREX
- RENTX vs FRIFX
- RENTX vs TRREX
Or use Finny Compare Wizard to create a comparison you’d like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
