Investment Test Drive

CPXCX Cohen & Steers Preferred Sec & Inc C

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund CPXCX Cohen & Steers Preferred Sec & Inc C FPE First Trust Preferred Sec & Inc ETF  
Similarity
?
100% 96%
Annual Fees
?
$186.11
(1.84% Exp. Ratio)
$86.99
(0.86% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.15% annual return
$8,066.85 $10,867.63
Est. savings over 30 yrs +$2,800.78
Return
As of 10/31/16
1 YR RETURN 7.15%
3 YR 7.46%
5 YR 8.84%
10 YR --
1 YR RETURN 8.94%
3 YR 8.38%
5 YR --
10 YR --
Description
The investment seeks total return. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of preferred and debt securities issued by U.S. and non-U.S. companies. It also will invest at least 25% 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% of the fund's net assets in securities issued by companies domiciled in emerging market countries.
The investment seeks total return and to provide current income. Under normal market conditions, the fund invests at least 80% of its net assets (including investment borrowings) in preferred securities ("Preferred Securities") and income-producing debt securities ("Income Securities"). The fund invests in securities that are traded over-the-counter or listed on an exchange. It is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

+

Your Feedback has been sent successfully!