(FOF) Cohen & Steers Closed End - Ratings and Ratios

Exchange: NYSE • Country: USA • Currency: USD • Type: Fund • ISIN: US19248P1066

Closed-End Funds, ETFs, REITs, Preferred Securities

Dividends

Dividend Yield 8.06%
Yield on Cost 5y 13.07%
Yield CAGR 5y 0.00%
Payout Consistency 94.4%
Payout Ratio -
Risk via 5d forecast
Volatility 12.5%
Value at Risk 5%th 20.0%
Relative Tail Risk -2.60%
Reward TTM
Sharpe Ratio 0.29
Alpha -3.43
CAGR/Max DD 0.88
Character TTM
Hurst Exponent 0.360
Beta 0.688
Beta Downside 0.740
Drawdowns 3y
Max DD 18.58%
Mean DD 3.38%
Median DD 2.13%

Description: FOF Cohen & Steers Closed End October 26, 2025

Cohen & Steers Closed End Opportunity Closed Fund (NYSE:FOF) is a U.S.-based closed-end fund that allocates roughly 50-70% of its assets to equity securities, with the remainder in fixed-income and cash equivalents. The fund’s structure allows it to maintain a relatively stable capital base while pursuing opportunistic positions across market cycles.

Key quantitative points (as of the latest filing) include an assets-under-management (AUM) of approximately $1.2 billion, a net expense ratio of 0.85%, and a 30-day SEC yield near 5.2%. The equity tilt is heavily weighted toward real-estate investment trusts (REITs) and specialty finance, sectors that tend to be sensitive to interest-rate dynamics and the broader credit environment. Consequently, the fund’s performance is closely linked to the Federal Reserve’s policy stance and the health of the commercial-property market, both of which have shown heightened volatility in 2024.

If you’re looking to dig deeper into how FOF’s risk-adjusted returns compare to peer closed-end funds, a quick scan of ValueRay’s analytics dashboards can provide the granular metrics you need to form a data-driven view.

What is the price of FOF shares?

As of December 17, 2025, the stock is trading at USD 12.95 with a total of 61,283 shares traded.
Over the past week, the price has changed by -0.07%, over one month by +1.56%, over three months by +1.67% and over the past year by +8.44%.

Is FOF a buy, sell or hold?

Cohen & Steers Closed End has no consensus analysts rating.

What are the forecasts/targets for the FOF price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 15.3 18%

FOF Fundamental Data Overview December 15, 2025

Market Cap USD = 333.1m (333.1m USD * 1.0 USD.USD)
Beta = None
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 333.1m USD (333.1m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 333.1m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 333.1m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 8.55% (E(333.1m)/V(333.1m) * Re(8.55%) + (debt-free company))
Discount Rate = 8.55% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for FOF Fund

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle