Cohen & Steers Realty Shares Fund Class Z (CSJZX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.09: the stock has moved about 9% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCohen & Steers Realty Shares Fund Class Z (CSJZX) trades at $68.99. Cohen & Steers Realty Shares Fund Class Z (CSJZX) is a non-diversified fund focused on real estate companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for CSJZX: CSJZX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Cohen & Steers Realty Shares Fund Class Z (CSJZX) Financial Services Profile
Cohen & Steers Realty Shares Fund Class Z (CSJZX) is a non-diversified fund specializing in real estate company investments, allocating at least 80% of its assets to real estate equities. It strategically incorporates foreign securities, including ADRs, GDRs, and EDRs, to enhance portfolio diversification within the real estate sector.
What Is the Investment Thesis for CSJZX?
Cohen & Steers Realty Shares Fund Class Z (CSJZX), with a market capitalization of $7.88 billion and a beta of 1.09, presents a focused investment in the real estate sector. The fund's strategy of allocating at least 80% of its assets to real estate equities offers direct exposure to the real estate market's performance. A key value driver is the potential for capital appreciation from its concentrated investments in real estate companies. Upcoming catalysts include potential benefits from favorable interest rate environments and continued growth in the real estate sector. However, potential risks include sensitivity to economic downturns and changes in real estate market conditions. The fund's non-diversified nature amplifies both potential gains and losses, requiring investors to carefully assess their risk tolerance.
Based on FMP financials and quantitative analysis
CSJZX Key Highlights
The fund invests at least 80% of its total assets in common stocks and other equity securities issued by real estate companies.
- Up to 20% of the fund's total assets may be invested in securities of foreign issuers, including ADRs, GDRs, and EDRs.
- The fund is non-diversified, which means it can invest a significant portion of its assets in a smaller number of issuers.
- The fund has a beta of 1.09, indicating its volatility is similar to the overall market.
- The fund's market capitalization is $7.88 billion, reflecting its size and significance in the asset management industry.
Who Are CSJZX's Competitors?
CSJZX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BAFWX Brown Advisory Sustainable Growth I | $51.30 | +0.87% | $6.50B | — |
| BPTIX Baron Partners Fund Institutional Shares | $285.68 | +2.54% | $13.1B | — |
| DHLYX Diamond Hill Large Cap Fund Class Y | $33.57 | +0.36% | $2.80B | — |
| MFRFX Massachusetts Financial Research Fund A | $61.48 | +0.70% | $8.08B | — |
| OAKLX Oakmark Select Fund Investor Class | $102.62 | -0.34% | $8.53B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CSJZX's Key Strengths?
Specialized focus on real estate equities.
- Potential for high returns due to concentrated investments.
- Exposure to both domestic and foreign real estate markets.
What Are CSJZX's Weaknesses?
Non-diversified nature increases risk.
- Sensitivity to economic downturns and real estate market cycles.
- Lack of dividend income.
What Are the Key Risks for CSJZX?
Sensitivity to economic downturns and changes in real estate market conditions.
- Rising interest rates can negatively impact real estate valuations.
- Non-diversified nature amplifies potential losses.
What Threats Does CSJZX Face?
- Rising interest rates can negatively impact real estate valuations.
- Economic recession can lead to decreased demand for real estate.
- Increased competition from other real estate-focused funds.
What Are CSJZX's Competitive Advantages?
- Specialized focus on real estate equities provides expertise and market knowledge.
- Established track record in managing real estate-focused investment funds.
- Access to a network of real estate companies and industry professionals.
What Does CSJZX Do?
Cohen & Steers Realty Shares Fund Class Z (CSJZX) is a specialized investment vehicle focused on the real estate sector. Operating under normal market conditions, the fund strategically allocates at least 80% of its total assets to common stocks and other equity securities issued by real estate companies. This concentration reflects a deliberate strategy to capitalize on the performance of the real estate market. The fund's investment scope extends beyond domestic borders, allowing it to invest up to 20% of its total assets in securities of foreign issuers that meet the same investment criteria as domestic companies. These foreign investments may include American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and European Depositary Receipts (EDRs), providing a degree of international exposure within the real estate focus. CSJZX is classified as a non-diversified fund, meaning that it can invest a significant portion of its assets in a smaller number of issuers compared to a diversified fund. This approach can potentially lead to higher returns if the selected real estate companies perform well, but it also carries a higher level of risk due to the lack of broad diversification. The fund's investment strategy is geared towards investors seeking to gain exposure to the real estate market through equity investments, with the understanding that the fund's performance is closely tied to the performance of the real estate sector and the specific companies in which it invests. The fund's non-diversified nature requires investors to carefully consider their risk tolerance and investment objectives before investing in CSJZX.
What Products and Services Does CSJZX Offer?
- Invests at least 80% of its assets in real estate company stocks.
- May invest up to 20% of its assets in foreign real estate securities.
- Focuses on common stocks and equity securities.
- Utilizes ADRs, GDRs, and EDRs for international exposure.
- Operates as a non-diversified fund.
- Targets investments in real estate companies that meet specific criteria.
How Does CSJZX Make Money?
- Generates revenue through capital appreciation of its investments in real estate companies.
- Aims to provide investors with exposure to the real estate market through equity investments.
- Manages a portfolio of real estate securities, including both domestic and foreign companies.
What Industry Does CSJZX Operate In?
The asset management industry is characterized by a diverse range of investment strategies and fund types, catering to various investor preferences and risk profiles. CSJZX operates within this industry by specializing in real estate equities. The real estate sector itself is influenced by macroeconomic factors such as interest rates, economic growth, and demographic trends. The competitive landscape includes other real estate-focused funds and broader market investment options. CSJZX's non-diversified approach differentiates it from more diversified funds, potentially offering higher returns but also increased risk.
Who Are CSJZX's Key Customers?
- Institutional investors seeking exposure to the real estate market.
- Individual investors looking for real estate equity investments.
- Investors with a higher risk tolerance due to the fund's non-diversified nature.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 50 |
| 2026-08-31 | 50 |
| 2026-09-08 | 50 |
| 2026-09-16 | 50 |
| 2026-09-24 | 50 |
| 2026-10-04 | 50 |
What changed?
The score has stayed at 50.
Over the same 30 days the stock moved -7.0%.
CSJZX Financials
Bull Case vs Bear Case
Bull Case
- Specialized focus on real estate equities.
- Potential for high returns due to concentrated investments.
- Exposure to both domestic and foreign real estate markets.
- Upcoming: Potential benefits from favorable interest rate environments.
Bear Case
- Non-diversified nature increases risk.
- Sensitivity to economic downturns and real estate market cycles.
- Lack of dividend income.
- Potential: Sensitivity to economic downturns and changes in real estate market conditions.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CSJZX Latest News
No recent news available for CSJZX.
CSJZX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CSJZX.
Price Targets
Wall Street price target analysis for CSJZX.
CSJZX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CSJZX; grades run from A+ (80-100) to F (below 30).
CSJZX Financials Stock FAQ
What are the main risks for CSJZX?
The main risks for Cohen & Steers Realty Shares Fund Class Z (CSJZX) stem from its non-diversified investment strategy and its focus on the real estate sector.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The fund's non-diversified nature requires careful consideration of risk tolerance.