Cohen & Steers Preferred Securities and Income Fund

Scorecard
3 / 5 Stars
Lipper
5 5 2 3 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
---
TheStreet.com
B+ (Buy)

U.S. News evaluated 7 Preferred Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 11.39 percent over the past year, and 10.36 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 9.9%
1 Year 11.4%
3 Years (Annualized) 10.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return. 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 financials 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. 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 1.10 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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