Investment Test Drive

GRSRX Cohen & Steers Global Realty R

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund GRSRX Cohen & Steers Global Realty R GFMRX Gerstein Fisher Mlt-Ftr Gl Rl Est Sec  
Similarity
?
100% 91%
Annual Fees
?
$153.16
(1.45% Exp. Ratio)
$105.63
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$33,331.96 $38,213.59
Est. savings over 30 yrs +$4,881.63
Return
As of 11/30/16
1 YR RETURN 1.61%
3 YR 5.28%
5 YR 8.60%
10 YR 0.03%
1 YR RETURN 3.43%
3 YR 7.56%
5 YR --
10 YR --
Description
The investment seeks total return through investment in global real estate equity securities. The fund invests at least 80%, and usually substantially all, of its total assets in common stocks and other equity securities issued by U.S. and non-U.S. real estate companies, including real estate investment trusts and similar REIT-like entities. It will invest significantly (at least 40%-unless market conditions are not deemed favorable by the advisor, in which case the fund would invest at least 30%) in real estate companies organized or located outside the U.S. or doing a substantial amount of business outside the U.S. It is non-diversified.
The investment seeks total return. Under normal market conditions, at least 80% of the fund's net assets will be invested in income-producing common stocks and other real estate securities, including real estate investment trusts ("REITs"). It invests in securities of issuers from at least three different countries (including the United States), with at least 40% of the fund's net assets invested in foreign securities. The fund may invest up to 20% of its net assets in debt securities of any rating or maturity, including high yield debt securities (otherwise known as "junk bonds"), that are issued or guaranteed by real estate and other companies.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

+

Your Feedback has been sent successfully!