Cohen Steers Competition

Funds . USA . 
Fund . Cohen Steers Total
RFI Fund  USD 12.98  0.20  1.56%   
Cohen Steers Total competes with Cohen, Reaves Utility, Pimco Dynamic, Cohen Steers, and Pimco Corporate; as well as few others. The fund is not categorized under any group at the present time. Analyzing Cohen Steers competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Cohen Steers to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Cohen Steers Correlation with its peers.
For more detail on how to invest in Cohen Fund please use our How to Invest in Cohen Steers guide.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Cohen Steers competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
11.9812.9613.94
Details
Intrinsic
Valuation
LowRealHigh
11.9412.9213.90
Details
Naive
Forecast
LowNextHigh
11.8012.7713.75
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.5912.8613.14
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Cohen Steers. Your research has to be compared to or analyzed against Cohen Steers' peers to derive any actionable benefits. When done correctly, Cohen Steers' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Cohen Steers Total.

Cohen Steers Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Cohen Steers and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Cohen and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Cohen Steers Total does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MCI
+ 0.96
UTG
TBLD
+ 0.89
UTF
PDO
+ 0.88
UTF
PTY
+ 0.88
UTG
TBLD
+ 0.85
PDO
ETG
+ 0.84
UTG
  
High negative correlations   
HQH
- 0.56
PTY
HQH
- 0.34
UTG
MCI
- 0.3
HQH
HQH
- 0.19
PDO
HQH
- 0.17
UTF
TBLD
- 0.08
HQH

Risk-Adjusted Indicators

There is a big difference between Cohen Fund performing well and Cohen Steers Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Cohen Steers' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
All Fundamental Data

Cohen Steers Competitive Analysis

The better you understand Cohen Steers competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Cohen Steers' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Cohen Steers' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
RFI UTF UTG PDO RNP PTY HQH MCI ETG TBLD
 1.56 
 12.98 
Cohen
 0.79 
 25.49 
Cohen
 1.41 
 33.16 
Reaves
 0.66 
 13.78 
Pimco
 2.40 
 23.45 
Cohen
 0.61 
 14.74 
Pimco
 1.36 
 18.68 
Tekla
 0.93 
 19.26 
Barings
 0.36 
 19.47 
Eaton
 0.18 
 17.08 
Thornburg
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
OK
Solid
OK
Good
Strong
Insignificant
Good
Good
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Very Low
Low
Low
Above Average
Very Low
Low
Very Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Hold
Not Available
Not Available
Strong Sell
Strong Sell
Not Available
Strong Sell
Trade Advice
(90 Days Macroaxis Advice)
Hold
Hold
Strong Buy
Strong Hold
Hold
Strong Sell
Strong Hold
Buy
Strong Hold
Hold
Current Ratio
1.41
0.08
N/A
11.97
0.05
0.38
3.21
13.58
1.54
N/A
Net Asset
N/A
N/A
N/A
2.63 B
N/A
7.85 B
932.49 M
393.93 M
N/A
550.35 M
Profit Margin
-198.65
63.49
81.1
N/A
-181.16
-154.7
7.31
0.87
-159.14
N/A
EBITDA
N/A
N/A
N/A
30.63 M
N/A
N/A
56.33 M
37.77 M
N/A
N/A
Price To Book
1.0
1.02
0.89
1.09
0.96
1.16
0.94
1.12
0.85
0.93
Current Valuation
327.51 M
3.16 B
2.46 B
2.99 B
1.46 B
2.65 B
945.66 M
409.72 M
1.58 B
N/A
Operating Margin
57.67
68.92
65.72
N/A
77.62
93.02
-0.0059
0.86
72.75
N/A
Five Year Return
6.14
6.94
6.36
N/A
6.62
8.86
8.9
7.42
11.18
N/A
Retained Earnings
(12.21 M)
(130.91 M)
(63.22 M)
(759.55 M)
(525.56 M)
N/A
5.97 M
42.55 M
N/A
(96.76 M)
Current Asset
N/A
N/A
113.6 M
8.02 M
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
26.76
31.8
44.84
N/A
32.35
25.39
N/A
N/A
28.22
N/A
Beta
1.06
1.02
0.72
1.18
1.07
0.8
0.74
0.69
1.34
N/A
Shares Outstanding
26.27 M
93.72 M
68.53 M
115.82 M
47.59 M
121.47 M
50.62 M
20.33 M
76.32 M
32.08 M
Three Year Return
1.13
4.8
8.85
N/A
1.71
6.37
N/A
N/A
4.49
N/A
Cash Flow From Operations
N/A
136.78 M
(261.1 M)
(402.32 K)
50.69 M
308.11 M
(65.41 M)
32.02 M
114.09 M
N/A
Annual Yield
0.0047
0.0042
0.0093
0.14
0.0068
0.0089
0.11
0.0823
0.005
0.0882
Total Debt
N/A
950 M
450 M
1.02 B
450 M
878.35 M
1.15 M
42.31 M
370 M
4.25 M
Return On Equity
-4.62
2.83
2.52
N/A
-9.16
5.55
0.0734
0.1
-7.06
N/A
Number Of Shares Shorted
64.63 K
178.19 K
20.74 K
1.53 M
83.42 K
108.72 K
67.01 K
12.34 K
64.37 K
32.87 K
Return On Asset
0.84
1.37
1.06
N/A
1.78
3.33
-7.0E-4
0.0584
1.61
N/A
Book Value Per Share
13.09
24.62
32.96
N/A
23.62
11.21
19.91
17.22
18.6
N/A
Current Liabilities
N/A
N/A
149.1 M
670 K
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
79.98 M
976.54 M
1.92 B
2.63 B
693.36 M
N/A
932.49 M
393.93 M
N/A
550.35 M
Last Dividend Paid
0.96
1.86
2.28
N/A
1.63
1.43
1.66
1.54
1.2
N/A
Short Ratio
1.12
0.97
0.08
3.48
0.5
0.27
0.55
0.47
0.43
0.13
Debt To Equity
N/A
0.39
0.2
N/A
0.41
0.48
0.011
0.13
0.26
N/A
Shares Owned By Institutions
23.95
17.0
10.15
19.7
16.99
8.74
27.19
14.17
15.56
22.68
Market Capitalization
409.04 M
2.67 B
2.34 B
1.6 B
1.21 B
1.75 B
945.67 M
391.65 M
1.48 B
547.96 M
Price To Earning
2.74
31.28
34.98
6.65
60.05
14.14
3.38
18.11
2.05
N/A
Price To Sales
39.72
21.29
30.43
52.05
18.02
9.11
94.86
9.42
17.8
7.31
Net Income
(17.13 M)
69.87 M
53.66 M
30.63 M
(108.62 M)
(269.38 M)
56.33 M
36.96 M
(108.08 M)
N/A
Earnings Per Share
-0.1
-1.25
0.84
1.48
0.38
0.92
1.31
1.77
7.73
2.22
Shares Owned By Insiders
N/A
N/A
N/A
0.01
N/A
N/A
0.007
N/A
N/A
0.16
Year To Date Return
11.38
18.0
33.91
N/A
15.3
15.78
N/A
N/A
14.41
N/A
Revenue
8.62 M
110.04 M
66.16 M
30.67 M
59.96 M
173.43 M
58.12 M
39.15 M
67.92 M
N/A
Working Capital
N/A
N/A
(35.5 M)
7.35 M
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
122.03 K
5.67 M
70.17 K
6.5 M
1.26 M
5.69 M
62
13.26 M
1.53 M
N/A
Cash Per Share
N/A
0.06
N/A
1.36
0.03
0.05
N/A
0.65
0.02
N/A
Gross Profit
8.15 M
106.87 M
57.56 M
N/A
56.91 M
173.43 M
8.27 M
28.67 M
83.38 M
N/A
Day Typical Price
12.92
25.44
33.04
13.76
23.31
14.73
18.6
19.29
19.44
17.07
Accumulation Distribution
0.0177
0.0078
0.0136
0.0116
0.0284
0.0041
0.016
0.0134
0.0077
0.0169
Market Facilitation Index
0.23
0.2
0.45
0.16
0.67
0.06
0.3
0.26
0.15
0.29
Daily Balance Of Power
0.8696
1.0
1.022222
0.5625
0.8209
1.5
0.8333
(0.69)
0.4667
0.1034
Period Momentum Indicator
0.2
0.2
0.46
0.09
0.55
0.09
0.25
(0.18)
0.07
0.03
Rate Of Daily Change
1.02
1.01
1.01
1.01
1.02
1.01
1.01
0.99
1.0
1.0
Day Median Price
12.9
25.41
32.99
13.75
23.24
14.72
18.56
19.31
19.43
17.07
Price Action Indicator
0.19
0.18
0.4
0.075
0.48
0.065
0.24
(0.14)
0.08
0.03
Coefficient Of Variation
851.04
990.82
334.58
648.29
700.35
268.8
2502.87
527.19
519.9
953.4
Mean Deviation
0.7944
0.6185
0.661
0.4463
0.7971
0.1579
0.6627
0.8185
0.6238
0.6453
Jensen Alpha
0.096
0.0601
0.2131
0.0773
0.0928
0.0708
(0.07)
0.1621
0.0154
0.0466
Total Risk Alpha
(0.1)
(0.09)
0.0711
(0.04)
(0.08)
0.0254
(0.15)
(0.03)
(0.02)
(0.09)
Sortino Ratio
(0.05)
(0.12)
0.0913
(0.09)
(0.02)
(0.41)
(0.15)
0.0381
(0.01)
(0.11)
Downside Variance
0.9689
0.6071
1.19
0.6206
0.8725
0.0463
0.8074
2.17
0.887
0.6052
Standard Deviation
0.9778
0.7518
0.8954
0.6229
1.02
0.2163
0.8213
1.18
0.8177
0.7844
Kurtosis
(0.29)
(0.60)
0.6832
1.08
(0.08)
1.18
(0.50)
6.18
0.7382
(0.62)
Potential Upside
1.53
1.27
1.46
0.9723
1.86
0.4923
1.34
1.83
1.39
1.31
Treynor Ratio
1.86
1.8
0.9139
1.54
0.5039
(30.64)
0.0381
0.6502
0.1765
0.4445
Maximum Drawdown
4.36
3.05
4.21
2.92
4.6
1.25
3.37
8.13
3.87
3.44
Variance
0.9561
0.5651
0.8018
0.388
1.03
0.0468
0.6746
1.4
0.6686
0.6152
Market Risk Adjusted Performance
1.87
1.81
0.9239
1.55
0.5139
(30.63)
0.0481
0.6602
0.1865
0.4545
Risk Adjusted Performance
0.0914
0.0765
0.2283
0.1149
0.1109
0.2572
0.0311
0.1475
0.1467
0.0799
Skewness
(0.0005)
(0.17)
(0.59)
(0.42)
0.1467
0.4528
(0.30)
(1.55)
(0.56)
(0.04)
Semi Deviation
0.8517
0.6712
0.6014
0.5811
0.7724
0.0
0.8635
1.17
0.7319
0.6796
Information Ratio
(0.05)
(0.12)
0.1112
(0.12)
(0.02)
(0.41)
(0.16)
0.0475
(0.01)
(0.11)
Value At Risk
(1.60)
(1.12)
(1.53)
(1.00)
(1.73)
(0.21)
(1.30)
(1.48)
(1.29)
(1.10)
Expected Short fall
(0.86)
(0.66)
(0.71)
(0.45)
(0.89)
(0.22)
(0.64)
(0.88)
(0.67)
(0.69)
Downside Deviation
0.9843
0.7792
1.09
0.7878
0.9341
0.2152
0.8986
1.47
0.9418
0.7779
Semi Variance
0.7255
0.4505
0.3616
0.3376
0.5965
(0.07)
0.7456
1.36
0.5357
0.4618

Cohen Steers Competition Performance Charts

Five steps to successful analysis of Cohen Steers Competition

Cohen Steers' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Cohen Steers Total in relation to its competition. Cohen Steers' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Cohen Steers in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Cohen Steers' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Cohen Steers Total, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Cohen Steers position

In addition to having Cohen Steers in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Tips ETFs
Tips ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Tips ETFs theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Tips ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Cohen Fund

Cohen Steers financial ratios help investors to determine whether Cohen Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cohen with respect to the benefits of owning Cohen Steers security.
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