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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.95% -0.45% -- 53622.70
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 30.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks total return, consisting of high current income and potential capital appreciation. The Fund seeks to achieve its objective by investing in the common stock of closed-end management investment companies selected by the Investment Manager that invest significantly in equity or income-producing securities.
General
Security Type Closed-End Fund
Equity Style --
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Cohen & Steers
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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--
--
--
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Total Return (NAV)
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--
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Peer Group Rtn. (NAV)
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
31.37%
1.59%
28.29%
-22.67%
17.93%
23.65%
13.01%
1.36%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.13%
22.20%
7.76%
22.73%
-5.25%
12.58%
21.35%
11.46%
2.79%
--
--
--
-11.88%
18.77%
21.59%
17.06%
1.38%
42.77%
-16.60%
32.37%
-6.22%
-9.94%
25.70%
15.88%
-1.18%
21.83%
27.88%
39.75%
-36.64%
19.54%
44.44%
10.32%
1.00%
As of January 08, 2026.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash -10.22%
Stock 53.55%
Bond 41.85%
Convertible 0.00%
Preferred 1.90%
Other 12.92%
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Basic Info

Investment Strategy
The Fund seeks total return, consisting of high current income and potential capital appreciation. The Fund seeks to achieve its objective by investing in the common stock of closed-end management investment companies selected by the Investment Manager that invest significantly in equity or income-producing securities.
General
Security Type Closed-End Fund
Equity Style --
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Cohen & Steers
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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