Cohen & Steers Real Estate Opportunities and Income Fund
Performance by timeframe
Key stats
Fund overview
Fund profile data from fundamentals.
Cohen & Steers Real Estate Opportunities & Income Fund is a closed-end balanced mutual fund launched and managed by Cohen & Steers Capital Management, Inc. It invests in the public equity and fixed income markets of global region. For its equity portion, the fund invests directly and through derivatives in stocks of companies operating across financials, diversified financials, mortgage real estate investment trusts (reits) and real estate sectors. It uses derivatives such as options to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests in fixed income securities that are rate below investment grade. The fund employs fundamental analysis with bottom-up securities picking approach to create its portfolio. The fund employs proprietary research to create its portfolio. Cohen & Steers Real Estate Opportunities & Income Fund was formed on February 23, 2022 and is domiciled in the United States."
Exposure breakdown
Exposure breakdown shows how the fund is allocated across assets, sectors, regions, and size buckets.
Asset allocation
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Fixed income
Top holdings
Top holdings show which underlying securities drive the fund most.
Performance & risk
Historical return and risk indicators over fixed windows.
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Portfolio characteristics
Fund concentration and composition metrics from source fields.
Overview
Details
Instrument metadata and source update timestamps.
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