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Cohen & Steers Low Duration Pref & Inc A (LPXAX)

9.53 0.00 (0.00%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 9.53
  • YTD Return 7.83%
  • Expense Ratio 0.95%
  • Category Preferred Stock
  • Last Cap Gain -18.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 1.79B
  • Beta (5Y Monthly) 0.40
  • Yield 4.65%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.33
  • Inception Date Nov 30, 2015

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of preferred and other income securities issued by U.S. and non-U.S. companies, which may be either exchange-traded or available over-the-counter ("OTC"). It also will invest at least 25% of its net assets in the financials sector, which is comprised of the bank, diversified financials, real estate (including real estate investment trusts ("REITs")) and insurance industries.

Cohen & Steers

Fund Family

Preferred Stock

Fund Category

1.79B

Net Assets

2015-11-30

Inception Date

Performance Overview: LPXAX

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Trailing returns as of 10/22/2024. Category is Preferred Stock.

YTD Return

LPXAX
7.83%
Category
5.09%
?

1-Year Return

LPXAX
12.08%
Category
19.60%
?

3-Year Return

LPXAX
2.47%
Category
7.20%
?

5-Year Return

LPXAX
3.14%
Category
5.90%
?

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Holdings: LPXAX

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Top 1 Holdings (3.24% of Total Assets)

SymbolCompany% Assets
TRIXX
State Street Institutional Investment Trust - Treasury Fund 3.24%

Sector Weightings

Recent News: LPXAX

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Research Reports: LPXAX

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