Morningstar

Cohen & Steers Low Duration Preferred and Income Fund Class Z LPXZX

Morningstar Medalist Rating
Medalist Rating as of | See Cohen & Steers Investment Hub
  • NAV / 1-Day Return 9.53  /  −0.10 %
  • Total Assets 2.0B
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Preferred Stock
  • Investment Style —
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 5.86%
  • Turnover 46%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LPXZX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cohen & Steers Low Duration Pref & Inc Z 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.

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Portfolio Holdings LPXZX

More LPXZX Holdings
  • Current Portfolio Date —
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings —

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