About MLOZX
Cohen & Steers Future of Energy Fund, Inc. Class Z is a mutual fund designed to actively invest across the evolving energy landscape. Its primary function is to provide attractive total returns, combining current income and price appreciation, by allocating assets dynamically between traditional energy sectors—such as oil, gas, refining, and infrastructure—and alternative energy, including renewables, clean energy technologies, utilities, and associated industries. This approach aims to address the increasing global demand for diverse energy solutions driven by economic growth and policy shifts toward sustainability. The fund differentiates itself from many peers by blending traditional and alternative energy investments, rather than focusing exclusively on one sector, enabling broader exposure and better risk management. It utilizes forward-looking analysis and a high-conviction, actively managed strategy, seeking to optimize allocations annually based on internal projections and sector trends. By spanning the entire energy value chain, Cohen & Steers Future of Energy Fund, Inc. Class Z seeks to navigate cyclical and secular opportunities within the industry, making it a versatile instrument for gaining access to the diverse and rapidly changing global energy market.
Fund Family Cohen & Steers
Category Equity Energy
Performance Rating High
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MLOZX
Share Class Class Z
Index Index is not available on Lipper Database
MLOZX had a total return of 48.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.68%.
