UTF: Rate Shock Lifted The Yield To 7.87% And Opened An Entry Point For Income Investors The Cohen ...

UTF: Rate Shock Lifted The Yield To 7.87% And Opened An Entry Point For Income Investors The Cohen & Steers Infrastructure Fund offers a 7.87% yield after a rate-driven pullback, with fundamentals intact and a strong distribution history. UTF's portfolio is positioned to benefit from hyperscaler CapEx growth, especially in AI infrastructure, and has not cut distributions since the financial crisis. Rising rates have pressured UTF's NAV and price, but the fund's income is well-covered, with 2026 payouts fully funded by NII and long-term gains.