CPXIX Mutual Fund

NAV$12.39

Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.85%
Dividend Yield (Current)
5.30%
Holdings
300
Inception Date
May 3, 2010
Fund Family
Cohen & Steers Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-1.82%
1 Year+7.06%
3 Year+9.67%
5 Year+2.82%
10 Year+4.77%

Asset Allocation

Stocks: 12.82%
Bonds: 85.34%
Cash: 1.13%
Other: 0.72%

Price Chart (6M)

View Full Chart →

Top Holdings

View All →
TickerNameWeight
C V6.875 PERP GGCitigroup Inc 6.875 11/73 6.88 2173-11-151.66%
BAC V6.625 PERPBank Of America Corp. 5Y Us Ti + 2.684 12/31/99991.26%
C V6.95 PERP FFCitigroup Inc 6.95%1.23%
-Citigroup Inc 05/15/21741.19%
BNP V7.75 PERP 144ABnp Paribas Sa1.18%
Top 10 Concentration: 11.78%Report Date: Mar 31, 2026
Download all 300 holdings for CPXIX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
5.30%
Frequency
Monthly
Latest Distribution
$0.06
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how CPXIX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

CPXIX Mutual Fund Overview

CPXIX Mutual Fund (Cohen & Steers Preferred Securities and Income Fund Inc. Class I) is managed by Cohen & Steers Funds. CPXIX expense ratio is 0.85%, holding 300 positions across sectors including Financials, Other, Utilities. Inception date: 2010-05-03.

CPXIX performance shows a YTD return of -1.82%. The 1-year return is 7.06% and the 5-year return is 2.82%. CPXIX dividend yield stands at 5.30%, paid monthly.

CPXIX top holdings include Citigroup Inc 6.875 11/73 6.88 2173-11-15 (1.7%), Bank Of America Corp. 5Y Us Ti + 2.684 12/31/9999 (1.3%), Citigroup Inc 6.95% (1.2%), Citigroup Inc 05/15/2174 (1.2%), Bnp Paribas Sa (1.2%). View all CPXIX holdings, sector breakdown, or dividend history.

CPXIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPXIX alternatives are available via the screener, along with tax-loss harvesting opportunities.