RFI Profile
Cohen & Steers Total Return Realty Fund, Inc., a closed-ended equity mutual fund launched by Cohen & Steers, Inc., is managed by Cohen & Steers Capital Management, Inc. The fund primarily targets investments in the public equity markets of the United States, focusing specifically on companies within the real estate sector, including real estate investment trusts (REITs). It adopts a diversified approach by investing across companies of varying market capitalizations.
In pursuit of its investment objectives, Cohen & Steers Total Return Realty Fund benchmarks its performance against prominent indices such as 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. This strategic benchmarking allows the fund to assess and optimize its portfolio performance relative to broader market trends and sector-specific benchmarks.
Established on September 4, 1992, Cohen & Steers Total Return Realty Fund, Inc. is domiciled in the United States. The fund operates under the guidance of Cohen & Steers, a respected name in investment management known for its specialized focus on real assets and income-oriented strategies. With a proven track record spanning decades, the fund continues to provide investors with opportunities to participate in the dynamic real estate sector through a professionally managed investment approach.
Underpinned by a commitment to delivering value and capital appreciation, Cohen & Steers Total Return Realty Fund underscores its role as a strategic investment vehicle within the real estate investment landscape. The fund remains dedicated to leveraging its expertise and market insights to navigate opportunities and challenges, ensuring robust performance and value creation for its stakeholders over the long term.
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