CSRIX Mutual Fund

CSRIX Mutual Fund

NAV$54.88
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Showing the top 10 of 42 holdings · as of Mar 31, 2026
Top 10 weight
62.82%
CSRIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
14.69%		14.7%6,095,605$1.21BReal EstateEquity Real Estate Investment Trusts (REITs)
2
DLR
Digital Realty Trust Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
9.91%		24.6%4,511,492$813.02MReal EstateEquity Real Estate Investment Trusts (REITs)
Share changes, sector and industry · Pro
3
PLD
Prologis Inc
6.78%		31.4%4,210,823$556.59M
4—Crown Castle International Corp.
6.55%		37.9%6,606,776$537.20M
5—Equinix Inc. Real Estate Investment Trust
5.52%		43.5%462,045$452.91M
6
AMT
American Tower Corp
5.47%		48.9%2,600,429$448.78M
7
EXR
Extra Space Storage Inc.
4.32%		53.2%2,705,470$354.77M
8DebtIron Mtn Inc New Com Npv
3.85%		57.1%3,091,475$315.76M
9
SUI
Sun Communities Inc.
3.10%		60.2%2,021,957$254.69M
10
ADC
Agree Realty Corp
2.63%		62.8%2,867,504$216.15M
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Themes in the top 10
Cloud ComputingInternet & DigitalData & AnalyticsSupply ChainInfrastructureUrbanizationPropTechInflation Protection5G InfrastructureTelecom InfrastructureNetworking InfrastructureConnectors & InterconnectsCybersecurityConstruction TechAsset Management

CSRIX Mutual Fund Top Holdings

CSRIX holdings top 10 positions. The top 10 holdings account for 62.8% of the fund, led by Welltower, Inc. at 14.7%, Digital Realty Trust Inc. at 9.9%, Prologis Inc at 6.8%.

CSRIX portfolio concentration is relatively high, with the top 10 representing 62.8% of total assets. The largest sector exposure is Real Estate at 89.2%.

CSRIX sectors provide a detailed breakdown. CSRIX overlap shows how holdings compare to other funds in your portfolio.