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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1101 | 996 | 1101 | 1020 | 1116 | 1529 |
Fund Return | 10.09% | -0.4% | 10.09% | 0.66% | 2.23% | 4.34% |
Place in category | 33 | 38 | 33 | 41 | 38 | 14 |
% in Category | 47 | 37 | 47 | 54 | 55 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cohen & Steers Instl Realty Shares | 7.71B | 6.24 | -3.40 | 6.70 | ||
Cohen & Steers Preferred Sec & IncI | 6.08B | 10.39 | 0.95 | 4.66 | ||
Cohen & Steers Real Estate SecuritI | 5.04B | 6.71 | -3.83 | 6.98 | ||
Cohen & Steers Realty Shares | 4.66B | 6.50 | -3.44 | 6.55 | ||
Cohen & Steers Global Realty I | 1.51B | 0.83 | -5.78 | 4.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cohen & Steers Preferred Sec & IncI | 6.08B | 10.39 | 0.95 | 4.66 | ||
Principal Preferred Securities Inst | 4.25B | 9.81 | 1.46 | 4.27 | ||
Nuveen Preferred Securities I | 3.64B | 9.58 | 1.61 | 4.72 | ||
Cohen & Steers Low Duration Pref & | 1.37B | 8.85 | 3.11 | - | ||
Principal Capital Securities S | 1.19B | 12.15 | 2.02 | 4.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
The Charles Schwab Corporation 4% | - | 1.34 | - | - | |
Wells Fargo & Co. 3.9% | - | 1.17 | - | - | |
Goldman Sachs Group, Inc. 7.5% | - | 1.07 | - | - | |
MetLife Capital Trust IV 7.875% | - | 1.06 | - | - | |
JPMorgan Chase & Co. 6.875% | - | 1.06 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Neutral |
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