Morningstar

Cohen & Steers Future of Energy Z MLOZX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Cohen & Steers Investment Hub

Morningstar’s Analysis MLOZX

Will MLOZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MLOZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MLOZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MLOZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Cohen& Steers Future of Energy Z's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. The strategy changed its peer group in August, moving from the Energy Limited Partnership category to the Equity Energy Morningstar Category.

by Morningstar Manager Research
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