Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
4.22% -4.47% -- 62690.63
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 62.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide high current income. The Fund invests at least 80% of its managed assets in preferred and other income securities issued by U.S. and non-U.S. companies. The Fund seeks to maintaining a portfolio duration excluding the effects of leverage, of six years or less.
General
Security Type Closed-End Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Conservative
Peer Group Income & Preferred Stock Funds
Global Macro Mixed Asset HC Conservative
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Income & Preferred Stock 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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Total Return (NAV)
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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
2018
2019
2020
2021
2022
2023
2024
YTD
-9.68%
29.71%
9.46%
7.75%
-22.35%
5.78%
18.50%
13.99%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
-9.01%
42.61%
-3.78%
3.90%
-24.59%
9.87%
12.86%
10.62%
-12.68%
35.25%
-1.97%
9.75%
-19.15%
0.72%
27.57%
13.34%
-11.98%
28.23%
10.31%
8.54%
-25.83%
5.27%
20.87%
11.29%
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-0.96%
-20.51%
11.56%
15.86%
9.38%
As of December 10, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.56%
Stock 0.77%
Bond 138.8%
Convertible 0.00%
Preferred 4.63%
Other -44.77%
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Basic Info

Investment Strategy
The Fund seeks to provide high current income. The Fund invests at least 80% of its managed assets in preferred and other income securities issued by U.S. and non-U.S. companies. The Fund seeks to maintaining a portfolio duration excluding the effects of leverage, of six years or less.
General
Security Type Closed-End Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Conservative
Peer Group Income & Preferred Stock Funds
Global Macro Mixed Asset HC Conservative
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Income & Preferred Stock Funds
Fund Owner Firm Name Cohen & Steers
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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