Morningstar

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

Medalist Rating as of Aug 31, 2026 See Cohen & Steers Investment Hub

Strategy

The investment seeks to provide shareholders with high current income, and the secondary objective is to provide capital preservation. 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, which may be either exchange-traded or available over-the-counter ("OTC"). It also will invest at least 25% of its net assets in the financials sector, which is comprised of the bank, diversified financials, real estate (including real estate investment trusts ("REITs")) and insurance industries.

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
LPXFX	Cohen & Steers Short Duration Preferred and Income Fund Class F	No Load	Open			Jun 3, 2020	$34.68M	0.600%	Average	$0	$2.96M
LPXZX	Cohen & Steers Short Duration Preferred and Income Fund Class Z	Institutional	Open			Nov 30, 2015	$209,699.00	0.600%	Low	$0	$44,016.42
LPXIX	Cohen & Steers Short Duration Preferred and Income Fund Class I	Institutional	Open			Nov 30, 2015	$1.96B	0.600%	Low	$100,000	$380.56M
LPXAX	Cohen & Steers Short Duration Preferred and Income Fund Class A	Front Load	Open			Nov 30, 2015	$202.75M	0.950%	Low	$0	$27.26M
LPXCX	Cohen & Steers Short Duration Preferred and Income Fund Class C	Level Load	Open			Nov 30, 2015	$27.53M	1.600%	Low	$0	−$8.29M
LPXRX	Cohen & Steers Short Duration Preferred and Income Fund Class R	Retirement, Medium	Open			Nov 30, 2015	$143,350.00	1.100%	Low	$0	−$2,846.98

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