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Cohen & Steers Preferred Sec & Inc I CPXIX

Quantitative rating as of
  • NAV / 1-Day Return 12.42  /  0.08 %
  • Total Assets 8.4 Bil
  • Adj. Expense Ratio
    0.830%
  • 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?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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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.

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