Morningstar

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

Morningstar Medalist Rating
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Medalist Rating as of See Cohen & Steers Investment Hub
  • NAV / 1-Day Return$9.32  /  −0.11%
  • Fund Size$2.2B
  • Adjusted Expense Ratio0.600%
  • Net Expense Ratio0.600%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryPreferred Stock
  • Equity Style Box (Funds)—
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield6.09%
  • Turnover Ratio46%
NAV and 1-Day Return as of

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 Short Dur Pref and 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LPXZX

More LPXZX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings11.4
Top 10 Holdings
% Portfolio Weight
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