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Cohen & Steers Low Duration Pref & Inc I LPXIX

Quantitative rating as of
  • NAV / 1-Day Return 9.22  /  0.11 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Preferred Stock
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 4.45%
  • Effective Duration 1.79 years

Morningstar’s Analysis LPXIX

Will LPXIX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Cohen & Steers Low Duration Pref & Inc I's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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