Cohen & Steers Low Duration Pref & Inc R (LPXRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.66
0.00 (0.00%)
At close: Dec 26, 2025
1.79%
Fund Assets1.51B
Expense Ratio1.10%
Min. Investment$0.00
Turnovern/a
Dividend (ttm)0.48
Dividend Yield4.92%
Dividend Growth10.70%
Payout FrequencyMonthly
Ex-Dividend DateDec 16, 2025
Previous Close9.66
YTD Return6.96%
1-Year Return6.96%
5-Year Return17.52%
52-Week Low8.97
52-Week High9.67
Beta (5Y)n/a
Holdings250
Inception DateNov 30, 2015

About LPXRX

The Cohen & Steers Low Duration Pref & Inc R (LPXRX) seeks to provide shareholders with high current income, and the secondary objective is to provide capital preservation. LPXRX pursues its objectives by investing in issues of preferred and other income securities believed to be undervalued relative to credit quality and other investment characteristics.

Category Preferred Stock
Stock Exchange NASDAQ
Ticker Symbol LPXRX
Share Class Class R
Index ICE BofA U.S. Corporates 1-3 Years TR

Performance

LPXRX had a total return of 6.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.01%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
LPXFXClass F0.60%
LPXZXClass Z0.60%
LPXIXClass I0.60%
LPXAXClass A0.95%

Top 10 Holdings

13.07% of assets
NameSymbolWeight
Truist Financial CorpTFC.V6.669 PERP N1.70%
Goldman Sachs Group Inc/TheGS.V7.5 PERP W1.42%
Enbridge IncENBCN.V8.25 01.15.84 NC51.35%
Transcanada TrustTRPCN.V5.875 08.15.76 16-A1.34%
Corebridge Financial IncCRBG.V6.875 12.15.521.27%
Citigroup IncC.V7.625 PERP AA1.27%
Charles Schwab Corp/TheSCHW.V4 PERP I1.23%
Toronto-Dominion Bank/TheTD.V8.125 10.31.821.18%
Emera IncEMACN.V6.75 06.15.76 16-A1.18%
Citigroup IncC.V6.95 PERP FF1.11%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 16, 2025$0.062Dec 16, 2025
Nov 28, 2025$0.040Nov 28, 2025
Oct 31, 2025$0.039Oct 31, 2025
Sep 30, 2025$0.040Sep 30, 2025
Aug 29, 2025$0.039Aug 29, 2025
Jul 31, 2025$0.039Jul 31, 2025
Full Dividend History