CSRSX Mutual Fund
NAV$75.12
TER0.88%
Holdings42
CSRSX Mutual Fund
NAV$75.12
Cohen & Steers Realty Shares
TER0.88%
Holdings42
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CSRSX Mutual Fund Overlap Analysis
CSRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CSRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, CSRSX may share significant positions with broad-market funds.
CSRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSRSX tax-loss harvesting finds highly correlated but non-identical funds.