Cohen & Steers
Preferred and Income Opportunities
Active ETF
Allocating to this portfolio offers the potential for high tax-efficient income and diversification through active management of a portfolio with a focus on investment grade, institutional preferred securities.
High tax-efficient income potential
Qualified dividend income (QDI) for preferred securities offers attractive after-tax yield relative to other fixed income products
Portfolio diversification
Preferred securities are mostly issued by banks, insurance companies and utilities, offering low sector overlap and attractive correlations relative to equity and fixed income
Competitive risk-adjusted returns
Adding preferred securities to a core fixed income or high yield bond portfolio can potentially increase yield and returns without increasing risk
Please consider the investment objectives, risks, charges and expenses of any U.S. registered open-end fund, closed-end fund or exchange-traded fund carefully before investing. U.S. registered open-end fund summary prospectuses and prospectuses containing this and other information may be obtained by calling 1-800-330-7348 or visiting the applicable fund page on this site and should be read carefully before investing. Exchange traded fund summary prospectuses and prospectuses containing this and other information may be obtained by calling 1-866-737-6370 or visiting the applicable fund page on this site and should be read carefully before investing. Recent closed-end fund periodic reports and other regulatory filings may be obtained by contacting your financial professional or visiting the Fund Literature section of this website and should be read carefully before investing. These reports and other filings can also be found on the Securities and Exchange Commission’s EDGAR Database. Past performance is not a guarantee of future results. Investing involves risk, including possible loss of principal.
Cohen & Steers U.S. registered open-end funds are distributed by Cohen & Steers Securities, LLC, and are only available to U.S. residents. The Cohen & Steers ETFs are distributed by Foreside Fund Services, L.L.C.
Cohen & Steers Capital Management, Inc. (Cohen & Steers) is a registered investment advisory firm that provides investment management services to corporate retirement, public and union retirement plans, endowments, foundations and mutual funds.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE