Cohen & Steers Infrastructure Fund, Inc (UTF)

Discover the two high-yield infrastructure stocks I have the highest conviction in for my own core and retirement portfolios. Find out why their recession-resistant cash flows and rock-solid balance sheets support their massive, sustainable, and growing distributions. These picks offer a combined average yield above 8% and possess a strong potential for attractive total returns moving forward.

We are in the midst of the biggest retail sales period of the year. Yet, investors are skeptical about bargains in the stock market. Buy a bigger income stream at cheaper prices. We discuss our top defensive picks with up to 8% yields.

High-yield CEFs and covered call ETFs lure in investors with juicy yields. However, there are several hidden dangers lurking beneath the surface of many of these funds. There is a better way to generate high-yielding passive income and potential long-term total return outperformance.

This month's top 10 closed-end funds (CEFs) offer an average yield of 9.5% and strong long-term performance across diverse asset classes. For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone.

Creative Planning increased its position in shares of Cohen and Steers Infrastructure Fund, Inc (NYSE: UTF) by 7.1% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 48,250 shares of the investment management company's stock after acquiring an additional 3,181 shares

Reaves Utility Income Trust (UTG) stands out as the preferred choice over Cohen & Steers Infrastructure Fund (UTF) for utility and infrastructure exposure. UTG offers a stronger total return, impeccable 21-year dividend history, and lower currency/geopolitical risk compared to UTF's global infrastructure focus. UTG's US utility portfolio is less volatile and more resilient in economic downturns, while UTF is more sensitive to global economic cycles.

NEW YORK , Nov. 26, 2025 /PRNewswire/ -- This press release provides shareholders of Cohen & Steers Infrastructure Fund, Inc. (NYSE: UTF) (the "Fund") with information regarding the sources of the distribution to be paid on November 28, 2025 and cumulative distributions paid fiscal year-to-date. In March 2015, the Fund implemented a managed distribution policy in accordance with exemptive relief issued by the Securities and Exchange Commission.

Investors are faced with an increasingly challenging and uncertain market environment in which to deploy capital. I detail where I think the best risk-adjusted place to invest today is. I share two compelling investments in the current environment that pay attractive dividends.

3 dividend stocks with attractive dividend yields, high-quality business models and management teams, and very strong growth potential have pulled back lately. I look at the risks that have prompted the market to beat them down aggressively. I also detail why I think the risks are overblown, and these stocks are compelling buys on the dip.

The broader equity indexes continue to look strong, led by mega-cap tech, which has helped push the markets to all-time highs. With hitting new all-time highs, I continue to allow my cash pile to build up instead of putting it all to work at what looks like elevated levels. That said, I make some purchases every month to help grow cash flow over time and to capitalize on pockets of opportunity.

There is a major market disconnect emerging in the midst of the AI boom. I discuss why this disconnect provides investors with one of the most attractive high-yielding investment opportunities I have ever seen with near-term catalysts. I also share some of my top picks to profit from this disconnect.

The macro data suggest that dividend investors may be in for a rude surprise in the wake of the Fed's rate cuts. Because a major macro shift is underway, the usual assumptions dividend investors make may no longer be reliable. I also share how I am seeking to avoid potentially the most dangerous mistake many dividend investors are making right now.

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.

Cohen & Steers Infrastructure Fund (UTF) offers a 7.76% yield and is well-positioned to benefit from lower interest rates and ongoing data center expansion. UTF's recent decline is attributed to a rights offering and market dynamics, but its 21-year history of reliable distributions highlights its income stability. Tech giants' record CapEx spending on data centers signals strong future demand for UTF's infrastructure holdings, supporting the fund's growth outlook.

We review the CEF market valuation and performance through the fourth week of October and highlight recent market action. All CEF sectors posted gains for the week, but sector discounts remain wider than last month, reflecting recent market volatility. Recent rights offerings, such as those by UTF and BRW, offered limited arbitrage opportunities due to thin margins of safety and tepid investor uptake.

The Cohen & Steers Infrastructure Fund offers a better return/risk profile than Reaves Utility Income Trust due to higher leverage and valuation discount. UTF benefits more from declining interest rates, as its higher leverage and interest expenses will see greater cost reductions compared to UTG. UTF currently trades at a notable yield premium and valuation discount versus UTG, enhancing its appeal for income-focused investors.