Morningstar

Cohen & Steers Preferred and Income Opportunities Active ETF CSPF

Morningstar Medalist Rating
Medalist Rating as of | See Cohen & Steers Investment Hub

Morningstar’s Analysis CSPF

Will CSPF outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSPF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSPF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSPF’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cohen & Steers Pref & Inc Opps Act ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CSPF

More CSPF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Citigroup Inc. 6.625%

1.78 5M
Corporate

BNP Paribas SA 8%

1.76 5M
Corporate

Royal Bank of Canada 6.75%

1.60 4M
Corporate

Citigroup Inc. 6.875%

1.59 4M
Corporate

HSBC Holdings PLC 6.75%

1.22 3M
Corporate

BNP Paribas SA 7.2%

1.21 3M
Corporate

UBS Group AG 6.625%

1.18 3M
Corporate

Ing Groep Nv Jr Subordina Regs 12/49 Var

1.13 3M
Corporate

HSBC Holdings PLC 7.05%

1.13 3M
Corporate

Coventry Bs Cv

1.12 3M
Corporate

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