Morningstar

Cohen & Steers Preferred and Income Opportunities Active ETF CSPF

Medalist Rating as of Sep 30, 2026 See Cohen & Steers Investment Hub

Strategy

The investment seeks total return (high current income and capital appreciation). Under normal market conditions, 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, including traditional preferred securities; hybrid preferred securities that have investment and economic characteristics of both preferred stock and debt securities. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CSPF	Cohen & Steers Preferred and Income Opportunities Active ETF	ETF	Open	—		Feb 4, 2025	$418.33M	0.590%	—	—	$314.51M

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