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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1101 | 1035 | 1195 | 1027 | 1147 | 1585 |
Fund Return | 10.1% | 3.46% | 19.49% | 0.89% | 2.79% | 4.71% |
Place in category | 36 | 30 | 44 | 38 | 30 | 9 |
% in Category | 62 | 56 | 77 | 50 | 54 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cohen & Steers Instl Realty Shares | 8.07B | 12.96 | 1.22 | 7.79 | ||
Cohen & Steers Real Estate SecuritI | 5.37B | 14.23 | 0.90 | 8.22 | ||
Cohen & Steers Realty Shares | 4.85B | 13.10 | 1.14 | 7.62 | ||
Cohen & Steers Global Realty I | 1.64B | 7.51 | -2.32 | 4.80 | ||
Cohen & Steers Real Estate SecuritZ | 1.4B | 14.29 | 1.00 | 8.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Preferred Securities Inst | 4.38B | 9.49 | 1.29 | 4.30 | ||
Nuveen Preferred Securities I | 3.65B | 9.28 | 1.55 | 4.75 | ||
Cohen & Steers Low Duration Pref & | 1.35B | 7.94 | 2.82 | - | ||
Principal Capital Securities S | 1.21B | 11.15 | 1.73 | 4.94 | ||
Principal Preferred Securities A | 680M | 9.30 | 1.07 | 4.04 |
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 | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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