7.8%-Yielding UTF: One Of The Best Infrastructure Income Opportunities I've Seen
The recent sharp pullback in Cohen & Steers Infrastructure Fund (UTF) creates a setup investors rarely see. The market reaction may be far worse than the fundamentals justify. Big monthly income meets a valuation that looks hard to ignore.
UTF: Discounted Infrastructure Opportunity
Cohen & Steers Infrastructure Fund offers diversified global infrastructure exposure and is now trading at an attractive discount after a recent rights offering. UTF's long-term NAV performance has consistently outpaced its benchmark, though market price returns were pressured by the rights offering widening the discount. The fund delivers a reliable monthly distribution with a 7.61% yield, supported by a sustainable payout and favorable tax characterizations.
UTF: Income Discipline Intact As Discounts Create Opportunity
The Cohen & Steers Infrastructure Fund maintains strict mandate integrity, focusing on regulated utilities and income durability over growth or narrative-driven themes. UTF's recent underperformance is attributed to macro-driven rate uncertainty and discount widening, not portfolio weakness or NAV erosion. The fund's current 7% discount presents a compelling long-term accumulation opportunity, with asymmetric upside if rate expectations normalize.
This Unloved AI Fund Pays Monthly Dividend (And Yields 7.9%)
We've got a sweet deal on one of my favorite AI dividends (a 7.9% monthly dividend). And it's not just because of last week's stock market drop—though that does help.
UTF: Finally, It's Time To Double Down While The Rest Panic
The Cohen & Steers Infrastructure Fund now trades at an attractive 6.5% discount to NAV, arguably the widest in recent times. UTF's diversified infrastructure exposure, leverage, and 7.6% forward yield position it strongly to benefit from secular growth trends in utilities, energy, and AI data centers. Despite recent volatility and dilution concerns, UTF's uptrend remains intact, with dip-buyers already returning and the risk/reward profile turning increasingly bullish.
Contrarians Only: A “Flash” Sale On Our Top AI Dividend
We contrarians live for the “one-off” shots at extra income (or gains!) our favorite AI dividend plays throw our way.
UTF: Undisputed Winner Over DNP
In our previous work, we suggested investors dump UTF and buy UTG. The previous idea generated 18% returns in less than 3 months. We bring you our next idea in this sphere.
UTF: The 6.9% Yielding Monthly Payout Infrastructure Fund You Can't Ignore
Infrastructure enjoys numerous powerful growth tailwinds. UTF is an infrastructure income machine built for AI, energy, and growth. We take a closer look at the fund and share our take on whether it is a buy right now or not.
UTF Vs. UTG: Battle Of Top Monthly Dividend Funds
UTG is more U.S.-focused and utility-heavy, ideal for data center-driven electricity demand growth. UTF has higher leverage, more international exposure, and stronger historical total returns over 10 years. Both funds offer stable monthly income, but UTG has a lower NAV premium than UTF.
UTF: Explosive Run Looks Unlikely To Stop
UTF investors have easily beaten the market hands down over the past year. At the same time, still distributing 7% at the current levels. The fund's diversified exposure to utilities, industrials, and energy, plus AI/data center and reshoring themes, underpins its long-term infra growth thesis. Leverage has amplified UTF's outperformance versus peers, but also introduces downside risk. Yet, lower interest rates should further boost returns.
UTF Continues To Outperform The Market In 2025 While Paying Large Dividends
UTF offers a compelling blend of income, stability, and growth, with a 7% yield and strong positioning in essential infrastructure sectors. The fund benefits from macroeconomic tailwinds, including rising CapEx from tech giants and global infrastructure initiatives, supporting long-term demand. UTF's 21-year track record of uninterrupted distributions and outperformance versus the S&P 500 make it attractive for income-focused investors.
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