Cohen & Steers Total Return Realty Fund is a closed-ended equity mutual fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating in the real estate sector, including real estate investment trusts.
It invests in stocks of companies across all market capitalizations. It benchmarks the performance of its portfolio against the FTSE NAREIT Equity REIT Index, the S&P 500 Index, and a blended index composed of 80% FTSE NAREIT Equity REIT Index and 20% BofA Merrill Lynch REIT Preferred Securities Index. Cohen & Steers Total Return Realty Fund, Inc. was formed on September 4, 1992 and is domiciled in the United States.
What does Cohen & Steers Total Return Realty Fund (RFI) do?
Cohen & Steers Total Return Realty Fund (RFI) is a closed-ended equity mutual fund that focuses on investing in the real estate sector of the United States. The fund primarily invests in stocks of real estate investment trusts (REITs) and other real estate-related companies across all market capitalizations. It is managed by Cohen & Steers Capital Management, Inc., a subsidiary of Cohen & Steers, Inc. The fund benchmarks its performance against the FTSE NAREIT Equity REIT Index, the S&P 500 Index, and a blended index composed of 80% FTSE NAREIT Equity REIT Index and 20% BofA Merrill Lynch REIT Preferred Securities Index. Its objective is to provide total return through a combination of capital appreciation and current income.
On which exchange is Cohen & Steers Total Return Realty Fund (RFI) listed and in what currency?
Cohen & Steers Total Return Realty Fund (RFI) is listed on the New York Stock Exchange (NYSE), one of the largest and most prestigious stock exchanges in the world. The fund trades in U.S. dollars (USD), which is the official currency of the United States. Being listed on the NYSE provides the fund with high liquidity and visibility among investors. The ticker symbol for the fund is RFI, which is used by investors to identify and trade shares of the fund on the exchange.
What sector and industry does Cohen & Steers Total Return Realty Fund (RFI) belong to?
Cohen & Steers Total Return Realty Fund (RFI) operates in the Financial Services sector and is classified under the Asset Management industry. As a closed-ended mutual fund, it falls under the broader category of asset management, where professional investment managers handle portfolios on behalf of investors. The fund specifically focuses on real estate assets, including real estate investment trusts (REITs), making it a specialized vehicle within the asset management space. Its sector classification reflects its role in managing financial investments, while its industry designation highlights its expertise in real estate-related securities.
Where is Cohen & Steers Total Return Realty Fund (RFI) based and what markets does it serve?
Cohen & Steers Total Return Realty Fund (RFI) is domiciled in the United States and was formed on September 4, 1992. It is launched by Cohen & Steers, Inc., a well-known investment management firm. The fund primarily invests in the public equity markets of the United States, focusing on companies operating in the real estate sector. While its investments are concentrated in the U.S. market, the fund may also have exposure to global real estate markets through its holdings. The fund's management team is based in the United States, and it serves investors who are seeking exposure to U.S. real estate securities through a professionally managed portfolio.
How does Cohen & Steers Total Return Realty Fund (RFI) generate returns for investors?
Cohen & Steers Total Return Realty Fund (RFI) generates returns through a combination of capital appreciation and current income. The fund invests primarily in stocks of real estate investment trusts (REITs) and other real estate-related companies. REITs are required to distribute a large portion of their taxable income as dividends, which provides a steady income stream to the fund. Additionally, the fund aims for capital appreciation by selecting securities that have the potential for price increases. The fund's performance is benchmarked against indices such as the FTSE NAREIT Equity REIT Index and the S&P 500 Index. By investing across all market capitalizations, the fund seeks to capture growth opportunities in both large and small real estate companies.