A sound investment process and strong management team underpin Cohen & Steers Preferred Sec & Inc I's Morningstar Quantitative Rating of Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 12.42 / 0.08 %
- Total Assets 8.4 Bil
Adj. Expense Ratio
- Expense Ratio 0.830%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Preferred Stock
- Credit Quality / Interest Rate Sensitivity Low / Limited
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 5.40%
- Effective Duration 3.48 years
Morningstar’s Analysis CPXIX
Will CPXIX outperform in future?
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