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Lipper
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Zacks Investment Research
2
(Buy)
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 30 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.46 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.0% |
| 1 Year | 18.5% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return. The fund at least 80% of its net assets 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 financials sector, which is comprised of the bank, diversified financials, real estate (including real estate investment trusts) and insurance industries. 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. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Cohen & Steers Preferred Securities and Income Fund has an expense ratio of 0.75 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
