RAPZX Mutual Fund

RAPZX Mutual Fund

NAV$12.23
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Fund Essentials - as of Jun 30, 2026

Net Assets
$2M
Expense Ratio
0.81%
Dividend Yield (Current)
5.63%
Holdings
389
Inception Date
Jan 31, 2012
Fund Family
Cohen & Steers Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually
SEC 30-Day Yield
PRO

Performance

YTD+12.53%
1 Year+22.55%
3 Year+11.88%
5 Year+8.11%
10 Year+7.02%

Asset Allocation

Stocks: 54.77%
Bonds: 34.89%
Cash: 3.01%
Other: 7.33%
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Top Holdings

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TickerNameWeight
B 0 08/06/26United States Treasury 0.00 08/06/20267.10%
GLDMSpdr Gold Minishares Trust3.60%
WELLWelltower, Inc.3.12%
DLRDigital Realty Trust Inc.1.71%
WMBWilliams Cos. Inc.1.48%
Top 10 Concentration: 23.26%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
5.63%
Frequency
Semi-Annually
Latest Distribution
$0.93
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

RAPZX Mutual Fund Overview

RAPZX Mutual Fund (Cohen & Steers Real Assets Fund Class Z) is managed by Cohen & Steers Funds with $1.7M in net assets. RAPZX expense ratio is 0.81%, holding 389 positions across sectors including Real Estate, Financials, Energy. Inception date: 2012-01-31.

RAPZX performance shows a YTD return of 12.53%. The 1-year return is 22.55% and the 5-year return is 8.11%. RAPZX dividend yield stands at 5.63%, paid semi-annually.

RAPZX top holdings include United States Treasury 0.00 08/06/2026 (7.1%), Spdr Gold Minishares Trust (3.6%), Welltower, Inc. (3.1%), Digital Realty Trust Inc. (1.7%), Williams Cos. Inc. (1.5%). Go to all RAPZX holdings, RAPZX sectors, or RAPZX dividends.

RAPZX can be compared against other funds. Use RAPZX overlap to find shared positions, or RAPZX vs another fund for a side-by-side view. RAPZX alternatives are available via the screener, along with tax-loss harvesting opportunities.