About MLOIX
The Cohen & Steers Future of Energy Fund, Inc. I is an actively managed mutual fund focused on delivering attractive total returns by investing across the evolving energy landscape. Its primary objective is to achieve a blend of income and price appreciation through dynamic allocations to both traditional and alternative energy companies. The fund targets at least 80% of its net assets in equity securities of energy-related businesses, encompassing traditional oil and gas firms, as well as alternative, renewable, and clean energy providers, utilities, natural resource companies, and associated sectors.
A notable feature of this fund is its flexible investment approach, which uses internal forward-looking projections to adjust allocations between traditional and alternative energy holdings, aiming to reduce concentration risk and volatility compared to single-sector strategies. This diversified design reflects the shifting energy market and the increasing significance of renewable and clean technologies alongside established energy infrastructure. The fund employs a disciplined process combining cyclical and secular market analysis with detailed bottom-up stock selection, enabling it to capture opportunities from global trends and industry transitions. The Cohen & Steers Future of Energy Fund, Inc. I serves investors seeking exposure to the full spectrum of the modern energy sector, adapting to both current production needs and long-term sustainability trends.
Fund Family Cohen & Steers
Category Equity Energy
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MLOIX
Share Class Class I
Index Index is not available on Lipper Database
MLOIX had a total return of 59.97% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.98%.
