Morningstar

Cohen & Steers Preferred and Income Opportunities Active ETF CSPF

Morningstar Medalist Rating
Medalist Rating as of | See Cohen & Steers Investment Hub

Morningstar’s Analysis CSPF

Will CSPF outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSPF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSPF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSPF’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cohen & Steers Pref & Inc Opps Act ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CSPF

More CSPF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ing Groep Nv Jr Subordina Regs 12/49 Var

1.57 5M
Corporate

Citigroup Inc. 6.875%

1.49 5M
Corporate

BNP Paribas SA 8%

1.46 5M
Corporate

State Str Instl Invt Tr Treasury Plus Fd Premier Cl

1.41 5M
Cash and Equivalents

Citigroup Inc. 6.625%

1.40 5M
Corporate

Royal Bank of Canada 6.75%

1.27 4M
Corporate

Societe Generale S.A. 8.125%

1.26 4M
Corporate

The Toronto-Dominion Bank 7.25%

1.23 4M
Corporate

Bank of Montreal 7.7%

1.01 3M
Corporate

UBS Group AG 7.75%

0.97 3M
Corporate

Sponsor Center