Morningstar

Cohen & Steers Short Duration Preferred and Income Fund Class A LPXAX

Morningstar Medalist Rating
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Medalist Rating as of See Cohen & Steers Investment Hub
  • NAV / 1-Day Return $9.37  /  −0.11 %
  • Fund Size $2.2B
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.910%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Preferred Stock
  • Equity Style Box (Funds) —
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 5.63%
  • Turnover Ratio 46%
NAV and 1-Day Return as of

Morningstar’s Analysis LPXAX

Will LPXAX 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 LPXAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LPXAX 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 LPXAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cohen & Steers Short Dur Pref and Inc A 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

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Portfolio Holdings LPXAX

More LPXAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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HSBC Holdings PLC 7.05%

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Enbridge Inc. 8.25%

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BNP Paribas SA 8%

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The Toronto-Dominion Bank 7.25%

1.20 27M
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