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COHEN quote and profile

 
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13.15
  
FUND
0.09  Macroaxis: 0.69 Up   0.69%  
May 22 2013 

Diversification Suggestion

Use COHEN to enhance returns of your portfolios. The fund experiences moderate upward volatility
Analyze COHEN AND STEERS QUA Trend or Check current 30 days COHEN correlation with market (S&P 500)
1 Month Beta 0.78  
Highest Price:  
Lowest Price:  
13.15  
12.28  
May 21 2013 
April 22 2013 
As returns on market increase, COHEN returns are expected to increase less than the market. However during bear market, the loss on holding COHEN will be expected to be smaller as well.
COHEN AND STEERS QUALITY INCOME Small BetaCOHEN AND STEERS QUA Beta Legend
XRQIX United States NASDAQ
COHEN AND STEERS QUALITY INCOME
Benchmark S&P 500
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees20
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 thisGreen XRQIX XRQIX agains markets  0.69 % Macroaxis: 0.69 Moved Up  
 
 United States SP 500   0.17 % Macroaxis: 0.17 Moved Up  
 
 United States NYSE   0.11 % Macroaxis: 0.11 Moved Up  
 
 United States Russel   0.08 % Macroaxis: 0.08 Moved Up  
 
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COHEN Leadership

Richard Norman Independent Director
Thomas Bohjalian Vice President
Adam Derechin President CEO
George Grossman Independent Director
Lester Lay Assistant Treasurer
Bonnie Cohen Independent Director, MBA
Joseph Harvey Vice President
Francis Poli Secretary

COHEN correlation with market

Poor diversification
Overlapping area represents amount of risk that can be diversified away by holding COHEN AND STEERS QUALITY INCOM and equity matching GSPC index in the same portfolio

COHEN Performance

Price Growth (%)  
Market   COHEN   
 

COHEN 30-Days Risk-Return Take

If you would invest  1,237  in COHEN AND STEERS QUALITY INCOME on April 22, 2013 and sell it today you would earn a total of  78.00  from holding COHEN AND STEERS QUALITY INCOME or generate 6.31% return on investment over 30 days. COHEN AND STEERS QUALITY INCOME is currently producing 0.31% returns and takes up 0.62% volatility of returns over 30 trading days. Put another way, 8% of traded equities are less volatile than the company and 82% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
 
Change Benchmark   Risk [Daily Volatility] (%)
Assuming 30 trading days horizon, COHEN AND STEERS QUALITY INCOME is expected to generate 1.15 times more return on investment than the market. However, the company is 1.15 times more volatile than its market benchmark. It trades about 0.5 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.56 per unit of risk.
Past Market
Over 30
Days
27
Out Of
100
 
Chance of
Less
Than
31 %
 
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COHEN Research Report

COHEN vs. PIMCO

Correlation analysis and fundamentals comparison between COHEN AND STEERS QUA and PIMCO Total Return Instl

COHEN vs Competition

COHEN vs. PIMCO Total Return Instl
COHEN vs. PIMCO Total Return B
COHEN vs. PIMCO Total Return Admin
COHEN vs. PIMCO Total Return C
COHEN vs. PIMCO Total Return D
COHEN vs. PIMCO Total Return R
COHEN vs. PIMCO Total Return A
COHEN vs. PIMCO Total Return P
COHEN vs. Vanguard Total Stock Mkt Idx Adm
COHEN vs. Vanguard Total Stock Mkt Idx Signal

COHEN May 22 2013 Opportunity Range

Downside Deviation0.7528
Information Ratio0.0186
Maximum Drawdown2.24
Value At Risk(0.86)
Potential Upside1.06

 
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