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Cohen & Steers Preferred Sec & Inc I (CPXIX)

12.43 0.00 (0.00%)
At close: November 13 at 6:46 PM EST
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DELL
  • Previous Close 12.43
  • YTD Return 10.10%
  • Expense Ratio 0.85%
  • Category Preferred Stock
  • Last Cap Gain -21.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 7.89B
  • Beta (5Y Monthly) 0.74
  • Yield 5.48%
  • 5y Average Return --
  • Holdings Turnover 54.00%
  • Last Dividend 0.56
  • Inception Date May 3, 2010

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of preferred and debt securities issued by U.S. and non-U.S. companies. It also will invest at least 25% of its net assets in the financial sector. The fund may invest without limit in securities of non-U.S. companies, which may be non-U.S. dollar denominated, including up to 15% of the fund's net assets in securities issued by companies domiciled in emerging market countries.

Cohen & Steers

Fund Family

Preferred Stock

Fund Category

7.89B

Net Assets

2010-05-03

Inception Date

Performance Overview: CPXIX

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Trailing returns as of 11/6/2024. Category is Preferred Stock.

YTD Return

CPXIX
10.10%
Category
5.09%
?

1-Year Return

CPXIX
19.49%
Category
19.60%
?

3-Year Return

CPXIX
0.89%
Category
7.20%
?

5-Year Return

CPXIX
2.79%
Category
5.90%
?

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Holdings: CPXIX

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Top 2 Holdings (2.48% of Total Assets)

SymbolCompany% Assets
TRIXX
State Street Institutional Investment Trust - Treasury Fund 1.50%
MSPQ
MSPQ 0.98%

Sector Weightings

Recent News: CPXIX

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Research Reports: CPXIX

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