Cohen & Steers Limited Duration screens as attractively valued and momentum-strong, but a flagged yield trap, a weak Piotroski score, overbought conditions, and exhausted upside argue the fund offers little near-term reward for its risk.
Thesis pillars
- Attractive Fund Valuation→Stable
- Weak Quality No Moat→Stable
- Yield Trap Risk→Stable
- +2 more pillars — see the Why tab for full reasoning
Cohen & Steers Limited Duration (LDP) Stock Analysis
Inst Constrain edge
Financial Services · Asset Management
Sell if holding. Engine safety override at $20.62: Quality below floor (0.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: Below-average business quality; Negative price momentum.
Cohen & Steers Limited Duration Preferred and Income Fund, Inc. is a closed-ended fixed income fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets across the globe. The fund uses derivatives like... Read more
Sell if holding. Engine safety override at $20.62: Quality below floor (0.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.4/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
3 floor-breakers·3 ceiling hits
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $20.62: Quality below floor (0.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $20.22. Score 5.4/10, moderate confidence.
Take-profit target: $20.88 (+1.3% upside). Prior stop was $20.22. Stop-loss: $20.22.
Quality below floor (0.9 < 4.0); Value-trap signals (3/5): Margin compression (op margin -84.6%), Material insider selling (13 sells, 0.47% of cap), Negative free cash flow.
Cohen & Steers Limited Duration trades at a P/E of 9.5 (forward N/A). TrendMatrix value score: 9.1/10. Verdict: Sell.
What does Cohen & Steers Limited Duration do?Cohen & Steers Limited Duration Preferred and Income Fund, Inc. is a closed-ended fixed income fund launched by Cohen &...
Cohen & Steers Limited Duration Preferred and Income Fund, Inc. is a closed-ended fixed income fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets across the globe. The fund uses derivatives like interest rate swaps to make its investments. It seeks to invest in companies that are operating across financial sectors including banks, diversified financials, real estate, and insurance industries. The fund primarily invests in floating-rate and fixed-to-floating-rate preferred securities, preferred securities, traditional preferred securities, hybrid-preferred securities, debt securities, and convertible securities. It employs fundamental analysis, with a focus on issuers' creditworthiness, and prevailing market factors to create its portfolio. The fund benchmarks the performance of its portfolio against the BofA Merrill Lynch Capital Securities Index and a composite benchmark of 75% BofA Merrill Lynch Capital Securities Index and 25% BofA Merrill Lynch 7% Constrained Adjustable Rate Preferred Securities Index. Cohen & Steers Limited Duration Preferred and Income Fund, Inc. fund was formed on May 1, 2012 and is domiciled in the United States.