Cohen & Steers Preferred Securities and Income Fund

Scorecard
4 / 5 Stars
Lipper
5 5 2 3 3
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.

See all Cohen & Steers funds

See full Preferred Stock rankings

See more fund rankings

Performance

The fund has returned 10.64 percent over the past year, and 9.63 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 9.5%
1 Year 10.6%
3 Years (Annualized) 9.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more CPXCX performance

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 High compared to funds in the same category.
Cohen & Steers Preferred Securities and Income Fund has an expense ratio of 1.75 percent.

See more CPXCX fees

Risk

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

See more CPXCX risk