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Cohen & Steers Tax-Adv Pref Secs and Inc Fund V.PTA


Primary Symbol: PTA

The Funds primary investment objective is high current income. The Funds secondary investment objective is capital appreciation The Fund seeks to achieve its investment objectives by investing at least 80% of its managed assets (i.e., net assets plus assets obtained through leverage) in a portfolio of preferred and other income securities issued by U.S. and non-U.S. companies, which may be either exchange-traded or available over-the-counter. In pursuing its investment objectives, the Fund seeks to achieve favorable after-tax returns for its shareholders by seeking to minimize the U.S. federal income tax consequences on income generated by the Fund. There can be no assurance that the Fund will achieve its investment objectives.


NYSE:PTA - Post by User

Cohen & Steers Tax-Adv Pref Secs and Inc Fund > LM7
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Comment by winter2013on Feb 09, 2013 6:19am
157 Views
Post# 20962398

RE: RE: LM7

RE: RE: LM7

Holding all three are key.

I would keep PTA as your GIC

PTA.WT.B as your Mutual Fund

PTA.WT as your "actual stock investment"... get the jist ?

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