About MLOCX
Cohen & Steers Future of Energy Fund is a mutual fund that pursues opportunities across the full spectrum of the energy sector, spanning both traditional and alternative energy sources. Its primary function is to provide attractive total return through a combination of income and price appreciation, achieved by investing at least 80% of its net assets in equity securities of energy-related companies. The fund's approach is notably dynamic, actively allocating capital between traditional energy industries—such as oil, gas, and utilities—and emerging segments like alternative, renewable, and clean energy. This broad mandate allows the fund to address the evolving energy landscape driven by shifts in demand, technological advances, and regulatory policies. By blending risk-parity and market-capitalization strategies, it seeks to reduce concentration and volatility often observed in conventional energy funds. Cohen & Steers leverages its expertise in real assets and a disciplined, fundamentally driven investment process to construct a diversified, high-conviction portfolio that navigates both cyclical and secular opportunities across the energy value chain. This fund plays a significant role in the market by offering investors comprehensive exposure to the transforming global energy sector.
Fund Family Cohen & Steers
Category Equity Energy
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MLOCX
Share Class Class C
Index Index is not available on Lipper Database
MLOCX had a total return of 34.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.65%.
