CSZIX Mutual Fund

CSZIX Mutual Fund

NAV$19.65
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Showing the top 10 of 51 holdings · as of Mar 31, 2026
Top 10 weight
58.29%
CSZIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
14.08%		14.1%6,147,730$1.22BReal EstateEquity Real Estate Investment Trusts (REITs)
2
DLR
Digital Realty Trust Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
9.71%		23.8%4,653,072$838.53MReal EstateEquity Real Estate Investment Trusts (REITs)
Share changes, sector and industry · Pro
3—Crown Castle International Corp.
6.49%		30.3%6,889,885$560.22M
4—Equinix Inc. Real Estate Investment Trust
6.12%		36.4%539,327$528.67M
5
AMT
American Tower Corp
5.44%		41.8%2,723,532$470.03M
6
PLD
Prologis Inc
4.68%		46.5%3,058,580$404.28M
7
EXR
Extra Space Storage Inc.
3.78%		50.3%2,485,512$325.93M
8DebtIron Mtn Inc New Com Npv
2.75%		53.0%2,326,030$237.58M
9—Rayonier Inc
2.64%		55.7%11,074,389$228.35M
10
PSA
Public Storage
2.60%		58.3%830,143$224.87M
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Themes in the top 10
Cloud ComputingInternet & DigitalData & Analytics5G InfrastructureTelecom InfrastructureNetworking InfrastructureConnectors & InterconnectsCybersecurityInfrastructureSupply ChainUrbanizationPropTechInflation ProtectionConstruction TechSustainable Materials

CSZIX Mutual Fund Top Holdings

CSZIX holdings top 10 positions. The top 10 holdings account for 58.3% of the fund, led by Welltower, Inc. at 14.1%, Digital Realty Trust Inc. at 9.7%, Crown Castle International Corp. at 6.5%.

CSZIX portfolio concentration is relatively high, with the top 10 representing 58.3% of total assets. The largest sector exposure is Real Estate at 91.1%.

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