Cohen & Steers Preferred Securities and Income SMA Shares (PISHX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.58
0.00 (0.00%)
At close: Feb 13, 2026
Fund Assets207.41M
Expense Ratio0.01%
Min. Investment$0.00
Turnovern/a
Dividend (ttm)0.63
Dividend Yield5.99%
Dividend Growth5.49%
Payout FrequencyMonthly
Ex-Dividend DateJan 30, 2026
Previous Closen/a
YTD Return1.36%
1-Year Return10.40%
5-Year Return23.22%
52-Week Low9.28
52-Week High10.58
Beta (5Y)0.31
Holdings254
Inception DateMar 1, 2019

About PISHX

The Fund's investment strategy focuses on Flexible Income with 0.0% total expense ratio. Cohen & Steers Preferred Securities and Income SMA Shares, Inc seeks total return. PISHX primarily invests in issues of preferred and other income securities believed to be undervalued relative to credit quality and other investment characteristics. At least 80% of its net assets is invested in a preferred and other income securities issued by U.S. and non-U.S. companies.

Category Miscellaneous Fixed Income
Stock Exchange NASDAQ
Ticker Symbol PISHX
Index Index is not available on Lipper Database

Performance

PISHX had a total return of 10.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.11%.

Top 10 Holdings

14.71% of assets
NameSymbolWeight
S89841924 Irs Usd R F 3.22700 289841924_fix Ccpoisn/a2.35%
B89841965 Irs Eur R V 06meurib 289841965_flo Ccpvanillan/a2.31%
B92096008 Irs Eur R V 06meurib 292096008-2_flo Ccpvanillan/a1.48%
S92095052 Irs Usd R F 3.49650 292095052-2_fix Ccpoisn/a1.46%
Citigroup Inc. 6.875%C.V6.875 PERP GG1.43%
Bank of America Corp. 6.625%BAC.V6.625 PERP1.28%
Citigroup Inc. 6.625%C.V6.625 PERP1.25%
Citigroup Inc. 6.95%C.V6.95 PERP FF1.14%
Goldman Sachs Group, Inc. 7.5%GS.V7.5 PERP X1.01%
Algonquin Power & Utilities Corporation 4.75%AQNCN.V4.75 01.18.820.98%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Jan 30, 2026$0.052Jan 29, 2026
Dec 16, 2025$0.054Dec 16, 2025
Nov 28, 2025$0.056Nov 28, 2025
Oct 31, 2025$0.052Oct 31, 2025
Sep 30, 2025$0.053Sep 30, 2025
Aug 29, 2025$0.053Aug 29, 2025
Full Dividend History