Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
3.86% -7.01% -- 448634.8
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.71% 32.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks to achieve a high level of after-tax total return by investing in utility securities. In pursuing total return, the Fund equally emphasizes both current income, consisting primarily of tax-advantaged dividend income, and capital appreciation.
General
Security Type Closed-End Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Utilities
Peer Group Utility Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Utility Funds
Fund Owner Firm Name Cohen & Steers
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-9.86%
42.78%
6.88%
17.96%
-9.56%
-3.86%
22.40%
5.69%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.34%
--
--
--
18.20%
-10.53%
14.49%
10.23%
40.57%
--
--
--
--
--
--
--
3.39%
3.54%
30.58%
-13.64%
14.04%
10.95%
-18.55%
13.33%
21.90%
As of December 09, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.25%
Stock 112.8%
Bond 21.71%
Convertible 0.00%
Preferred 1.44%
Other -36.20%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks to achieve a high level of after-tax total return by investing in utility securities. In pursuing total return, the Fund equally emphasizes both current income, consisting primarily of tax-advantaged dividend income, and capital appreciation.
General
Security Type Closed-End Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Utilities
Peer Group Utility Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Utility Funds
Fund Owner Firm Name Cohen & Steers
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders