Cohen Competition

Funds . USA . 
Fund . Cohen And Steers
UTF Fund  USD 25.85  0.11  0.42%   
Cohen And Steers competes with Guggenheim Strategic, Cornerstone Strategic, Wasatch E, Columbia Acorn, and Nuveen Municipal; as well as few others. The fund is not listed under any group at the present time. Analyzing Cohen 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 to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Cohen Correlation with its peers.

Cohen vs T Rowe Correlation

Very poor diversification

The correlation between Cohen And Steers and TRRIX is 0.84 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Cohen And Steers and TRRIX in the same portfolio, assuming nothing else is changed.

Moving together with Cohen Fund

  0.66NEA Nuveen Amt FreePairCorr
  0.77NVG Nuveen Amt FreePairCorr
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Cohen's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
25.1625.9626.76
Details
Intrinsic
Valuation
LowRealHigh
23.3627.8828.68
Details
Naive
Forecast
LowNextHigh
25.5326.3227.12
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
23.3724.6825.99
Details

Cohen Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Cohen 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 And Steers does not affect the price movement of the other competitor.

High positive correlations

TRRIX
+ 0.94
WGROX
TRRIX
+ 0.93
ACINX
WGROX
+ 0.92
CLM
FSSMX
+ 0.92
CLM
TRRIX
+ 0.92
CLM
ACINX
+ 0.92
WGROX
  

High negative correlations

ACINX
- 0.66
FIDLX
WGROX
- 0.66
FIDLX
TRRIX
- 0.63
FIDLX
FIDLX
- 0.63
GOF
FIDLX
- 0.52
CLM
RQI
- 0.45
FIDLX

Risk-Adjusted Indicators

There is a big difference between Cohen Fund performing well and Cohen 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's 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.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
GOF  0.87 (0.06) 0.00 (0.26) 0.00 
 0.00 
 1.76 
(3.39)
 6.03 
CLM  0.43  0.05  0.03  0.15  0.43 
(0.52)
 1.01 
(1.00)
 2.97 
FIDLX  0.41 (0.02) 0.00 (0.25) 0.00 
 0.00 
 0.92 
(1.34)
 3.50 
WGROX  1.03  0.06  0.07  0.10  0.95 
(1.26)
 2.23 
(1.91)
 12.56 
ACINX  0.69  0.02  0.01  0.08  0.85 
(0.68)
 1.65 
(1.50)
 4.90 
NZF  0.41  0.00 (0.08) 0.03  0.50 
(0.43)
 1.21 
(0.57)
 2.88 
RQI  0.73  0.07  0.02  0.97  0.85 
(0.80)
 1.36 
(1.55)
 3.48 
KYN  0.98  0.20  0.13  0.98  0.96 
(1.06)
 1.96 
(1.89)
 5.33 
FSSMX  0.70  0.05  0.06  0.11  0.73 
(0.79)
 1.71 
(1.39)
 3.69 
TRRIX  0.27  0.04  0.02  0.18  0.14 
(0.34)
 0.52 
(0.52)
 2.76 

Cohen Competitive Analysis

The better you understand Cohen competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Cohen's 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's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
UTF GOF CLM FIDLX WGROX ACINX NZF RQI KYN FSSMX
 0.42 
 25.85 
Cohen
 0.62 
 12.78 
Guggenheim
 0.36 
 8.30 
Cornerstone
 0.00 
 58.01 
Fidelity
 1.14 
 76.23 
Wasatch
 1.55 
 24.06 
Columbia
 0.65 
 12.43 
Nuveen
 0.25 
 12.22 
Cohen
 0.53 
 13.19 
Kayne
 1.05 
 48.18 
Fidelity
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)
Solid
Weak
Fair
Weakest
Fair
Fair
Weakest
Fair
Good
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Hazard
Low
Low
Low
Low
Small
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Hold
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Cautious Hold
Strong Hold
Not Rated
Buy
Strong Buy
Cautious Hold
Hold
Strong Buy
Strong Hold
Current Ratio
0.08
N/A
0.03
N/A
N/A
N/A
1.24
2.03
0.03
N/A
Net Asset
N/A
2.03 B
2 B
1.33 B
3.46 B
3.62 B
N/A
32.92 M
3.22 B
2.16 B
Profit Margin
63.49
N/A
N/A
N/A
N/A
N/A
-180.36
-161.98
-0.48
N/A
EBITDA
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(74.55 M)
N/A
Price To Book
1.02
N/A
0.85
N/A
3.95
2.89
0.76
0.89
0.95
2.27
Operating Margin
68.92
N/A
5.98
N/A
N/A
N/A
82.37
57.61
0.57
N/A
Current Valuation
3.16 B
N/A
1.68 B
N/A
N/A
N/A
2.9 B
2.4 B
2.53 B
N/A
Five Year Return
9.29
8.95
13.47
20.59
2.38
-0.56
-0.43
6.65
N/A
9.52
Retained Earnings
(130.91 M)
(52.72 M)
(12.64 M)
N/A
N/A
N/A
(85.75 M)
N/A
(240.1 M)
N/A
One Year Return
18.22
17.25
17.7
23.65
-10.89
13.56
3.26
3.42
N/A
10.31
Beta
1.02
0.55
1.17
N/A
N/A
N/A
0.47
1.27
0.76
N/A
Cash Position Weight
N/A
N/A
N/A
4.36
1.58
1.34
N/A
N/A
N/A
2.1
Equity Positions Weight
N/A
N/A
N/A
95.63
98.42
98.66
N/A
N/A
N/A
97.04
Shares Outstanding
93.72 M
54.22 M
117.88 M
N/A
N/A
N/A
142.13 M
134.3 M
169.13 M
N/A
Three Year Return
9.49
14.64
23.08
23.4
8.7
7.03
2.88
5.57
N/A
12.42
Cash Flow From Operations
136.78 M
N/A
N/A
N/A
N/A
N/A
124.35 M
92.47 M
223.53 M
N/A
Annual Yield
0.0042
0.0071
0.18
0.0065
N/A
0.0151
0.005
0.007
0.0736
0.0074
Total Debt
950 M
N/A
N/A
N/A
N/A
N/A
1.38 B
710 M
890.6 M
N/A
Return On Equity
2.83
N/A
-10.35
N/A
N/A
N/A
-11.9
-5.31
-0.0192
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
1.37
N/A
0.04
N/A
N/A
N/A
2.07
0.88
0.0089
N/A
Number Of Shares Shorted
178.19 K
1.16 M
11.32 M
N/A
N/A
N/A
33.61 K
143.07 K
95.3 K
N/A
Book Value Per Share
24.62
N/A
9.93
N/A
N/A
N/A
15.96
14.17
13.79
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
N/A
Total Asset
976.54 M
36.62 M
123.33 M
1.03 B
1.43 B
1.17 B
800.42 M
32.9 M
3.22 B
320.59 M
Last Dividend Paid
1.86
2.19
2.17
N/A
N/A
0.18
0.61
0.96
N/A
N/A
Debt To Equity
0.39
N/A
N/A
N/A
N/A
N/A
0.68
0.37
0.32
N/A
Short Ratio
0.97
2.31
5.11
N/A
N/A
N/A
0.06
0.35
0.21
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
33.0
N/A
Shares Owned By Institutions
17.0
14.15
20.09
N/A
N/A
N/A
16.2
16.29
32.87
N/A
Market Capitalization
2.67 B
1.86 B
1.49 B
N/A
N/A
N/A
1.89 B
2.15 B
2.21 B
N/A
Price To Earning
31.28
8.8
6.3
2.76
1.52
5.12
148.89
2.09
3.6
2.09
Price To Sales
21.29
N/A
71.93
N/A
2.72
1.96
11.67
25.63
22.65
1.48
Net Income
69.87 M
N/A
(143.7 M)
N/A
N/A
N/A
(264.8 M)
(107.29 M)
(46.87 M)
N/A
Earnings Per Share
-1.25
1.98
1.33
N/A
N/A
N/A
0.08
6.06
-0.28
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.63
N/A
Year To Date Return
3.75
1.16
0.75
16.3
6.12
5.17
0.47
2.32
N/A
5.81
Revenue
110.04 M
N/A
13.78 M
N/A
N/A
N/A
146.82 M
66.23 M
(42.18 M)
N/A
Ten Year Return
N/A
N/A
N/A
11.52
14.03
6.85
N/A
N/A
N/A
9.78
Cash And Equivalents
5.67 M
N/A
10.26 K
N/A
N/A
N/A
6.15 M
256.82 K
1.33 M
N/A
Cash Per Share
0.06
N/A
N/A
N/A
N/A
N/A
0.04
N/A
0.01
N/A
Gross Profit
106.87 M
11.48 M
13.13 M
N/A
N/A
N/A
150.13 M
61.79 M
97.35 M
N/A
Day Typical Price
25.83
12.8
8.31
58.01
76.23
24.06
12.4
12.16
13.13
48.18
Accumulation Distribution
5474.22
9910.15
22415.37
N/A
N/A
N/A
6254.96
6996.6
0.0129
N/A
Market Facilitation Index
0.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.17
N/A
Daily Balance Of Power
(0.31)
(0.89)
0.3333
0.0
0
0
0.8
0.1765
0.4118
0
Period Momentum Indicator
(0.11)
(0.08)
0.03
N/A
(0.88)
(0.38)
0.08
0.03
0.07
(0.51)
Rate Of Daily Change
1.0
0.99
1.0
1.0
0.99
0.98
1.01
1.0
1.01
0.99
Day Median Price
25.82
12.82
8.32
58.01
76.23
24.06
12.38
12.14
13.11
48.18
Price Action Indicator
(0.02)
(0.07)
N/A
N/A
(0.44)
(0.19)
0.09
0.1
0.12
(0.25)
Relative Strength Index
68.96
54.61
56.06
46.01
53.31
55.71
49.55
60.4
68.55
55.93
Coefficient Of Variation
535.22
(2,985)
720.91
(10,776)
1275.27
1272.63
3614.11
1073.54
536.83
808.15
Mean Deviation
0.6431
0.8717
0.4252
0.4078
1.03
0.687
0.4102
0.7286
0.9751
0.7006
Jensen Alpha
0.1097
(0.06)
0.0451
(0.02)
0.0582
0.022
(0)
0.07
0.2031
0.0526
Total Risk Alpha
0.0818
(0.14)
0.0286
(0.06)
0.0033
(0)
(0.03)
0.0103
0.1292
0.0382
Sortino Ratio
0.1072
N/A
0.0295
N/A
0.0683
0.0106
(0.08)
0.0229
0.1327
0.0586
Downside Variance
0.648
N/A
0.3468
N/A
1.14
1.02
0.3173
0.9751
1.51
0.7632
Standard Deviation
0.7899
1.26
0.567
0.6798
1.71
0.9161
0.5422
0.9012
1.2
0.9088
Kurtosis
(0.47)
2.22
0.6581
3.52
19.94
0.5675
1.17
(0.52)
(0.29)
(0.08)
Potential Upside
1.26
1.76
1.01
0.9221
2.23
1.65
1.21
1.36
1.96
1.71
Treynor Ratio
0.2528
(0.26)
0.1496
(0.25)
0.0965
0.0796
0.0325
0.9717
0.9793
0.1055
Maximum Drawdown
3.58
6.03
2.97
3.5
12.56
4.9
2.88
3.48
5.33
3.69
Variance
0.6239
1.59
0.3215
0.4622
2.93
0.8392
0.294
0.8121
1.45
0.826
Market Risk Adjusted Performance
0.2628
(0.25)
0.1596
(0.24)
0.1065
0.0896
0.0425
0.9817
0.9893
0.1155
Risk Adjusted Performance
0.1365
(0.02)
0.0979
(0.01)
0.0627
0.0591
0.0167
0.0696
0.1392
0.0918
Skewness
(0.26)
(1.18)
(0.15)
(0.95)
3.46
(0.01)
0.2829
(0.32)
(0.24)
0.078
Semi Deviation
0.5969
N/A
0.4263
N/A
0.9529
0.8487
0.5023
0.8486
0.9571
0.7292
Information Ratio
0.1092
(0.08)
0.0306
(0.1)
0.0426
0.0117
(0.09)
0.0251
0.1354
0.0563
Value At Risk
(1.17)
(3.39)
(1.00)
(1.34)
(1.91)
(1.50)
(0.57)
(1.55)
(1.89)
(1.39)
Expected Short fall
(0.69)
N/A
(0.52)
N/A
(1.26)
(0.68)
(0.43)
(0.80)
(1.06)
(0.79)
Downside Deviation
0.805
N/A
0.5889
N/A
1.07
1.01
0.5633
0.9875
1.23
0.8736
Semi Variance
0.3563
N/A
0.1817
N/A
0.9081
0.7203
0.2523
0.7201
0.916
0.5317

Cohen Competition Performance Charts

Five steps to successful analysis of Cohen Competition

Cohen's 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 And Steers in relation to its competition. Cohen's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Cohen 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's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Cohen And Steers, 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 position

In addition to having Cohen 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.

Did You Try This Idea?

Run Insurance Providers Thematic Idea Now

Insurance Providers
Insurance Providers Theme
Companies providing all types of insurance and insurance services. The Insurance Providers theme has 32 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 Insurance Providers Theme or any other thematic opportunities.
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Other Information on Investing in Cohen Fund

Cohen 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 security.
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
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Evaluate and analyze corporate bonds as a potential investment for your portfolios.
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