Cohen Steers Financial Statements From 2010 to 2024
| CPXAX Fund | USD 12.41 0.01 0.08% |
Check Cohen Steers financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Cohen Steers' main balance sheet or income statement drivers, such as , as well as many indicators such as . Cohen financial statements analysis is a perfect complement when working with Cohen Steers Valuation or Volatility modules.
Cohen |
Cohen Steers Preferd Mutual Fund Three Year Return Analysis
Cohen Steers' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Cohen Steers Three Year Return | 1.19 % |
Most of Cohen Steers' fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Cohen Steers Preferd is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Cohen Steers Preferd has a Three Year Return of 1.1892%. This is much higher than that of the Cohen & Steers family and significantly higher than that of the Preferred Stock category. The three year return for all United States funds is notably lower than that of the firm.
Cohen Steers Preferd Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cohen Steers's current stock value. Our valuation model uses many indicators to compare Cohen Steers value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cohen Steers competition to find correlations between indicators driving Cohen Steers's intrinsic value. More Info.Cohen Steers Preferd is third largest fund in annual yield among similar funds. It also is third largest fund in year to date return among similar funds creating about 1,827 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Cohen Steers' earnings, one of the primary drivers of an investment's value.About Cohen Steers Financial Statements
Cohen Steers investors use historical fundamental indicators, such as Cohen Steers' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Cohen Steers. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in a portfolio of preferred and debt securities issued by U.S. and non-U.S. companies. It also will invest at least 25 percent of its net assets in the financial sector. The fund may invest without limit in securities of non-U.S. companies, which may be non-U.S. dollar denominated, including up to 15 percent of the funds net assets in securities issued by companies domiciled in emerging market countries.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Cohen Mutual Fund
Cohen Steers financial ratios help investors to determine whether Cohen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cohen with respect to the benefits of owning Cohen Steers security.
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