Cohen & Steers Infrastructure Fund, Inc (UTF)

This Major Market Rotation Just Handed Dividend Investors A Huge Gift

2 High-Yield CEFs To Enhance Your Retirement Income

One 7% yielding monthly-paying investment is trading at one of its widest discounts in years. The other quietly yields over 9% and has been growing its payout for five years in a row. While I like both, they also come with risks to keep in mind.

Cohen & Steers Infrastructure Fund receives a 'Buy' rating, while abrdn Global Infrastructure Income Fund is rated 'Hold' due to valuation. UTF's 6% discount to NAV, leveraged structure, and focus on traditional utilities offer attractive entry amid expected rate cuts. ASGI's portfolio is concentrated in modern infrastructure and trades at a record premium to NAV, making it less attractive for new purchases.

There is a certain sense of comfort in doing things that you don't have to think too much about. I like to collect rich income from the most boring corners of the economy. We discuss 2 picks that exemplify the Income Method, prioritizing reliable, growing cash flows to anchor portfolios through market volatility.

Cohen and Steers Infrastructure Fund, Inc (NYSE: UTF - Get Free Report)'s stock price passed above its fifty day moving average during trading on Monday. The stock has a fifty day moving average of $24.57 and traded as high as $26.42. Cohen and Steers Infrastructure Fund shares last traded at $26.37, with a volume of

My income portfolio prioritizes resilient, high-dividend securities with long-term positive NAV trends rather than trading based on unpredictable short-term price movements. Therefore, I focus on funds that have demonstrated value creation since launch, especially those with at least a decade of performance history, with its accompanying ups and downs. In this article, I show how the NAVs of all my securities behaved during the worst moments of their existence and how they largely rebounded.

Most investors think they must choose between dividend growth and mega-cap tech, but this setup breaks that rule. One overlooked ETF combination quietly solves a major retirement problem. The balance hiding here could change how you think about income investing.

NEW YORK, Jan. 27, 2026 /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 January 30, 2026 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.

Cohen & Steers Infrastructure Fund is upgraded to a buy, benefiting from a dovish rate cycle and strong utility sector outlook. UTF's 7.43% yield, 29.21% leverage, and 54% utility allocation position it for consistent income in a lower-rate, capital-intensive environment. AI-driven data center growth, energy infrastructure investment, and favorable fiscal policies support UTF's holdings and future returns.

Investors are currently adopting a more conservative stance, favoring high-quality value and durable income. However, this rotation coupled with lower interest rates echoes a bit 2022's system-wide yield compression (when high-quality income was overcrowded due to a desparate search-for-yield activity). So, finding double digit dividends that are backed by strong fundamentals has become more difficult.

The yields look irresistible, but the risks are quietly piling up. Dividend growth may be far weaker than most investors expect. I'm shifting capital to a very different set of dividend growth investments.

Mortgages form the backbone of home affordability in America and represent an expense that cannot be cut without catastrophic household consequences. Utilities are in heavy demand, and operators can raise prices without losing customers. We discuss our top picks from these non-negotiable expenses, offering yields of up to 7.5%.

A long-held dividend investing assumption just quietly broke down. One overlooked sector is rewriting the rules on yield and growth. This shift completely changed how I allocate my capital.

We've finished off another strong year for the broader equity market, giving the S&P 500 Index its third year of double-digit gains. However, this has raised some concerns of potential overvaluation and concentration within the mega-cap tech stocks, the Magnificent 7, which have been driving most of the gains. Given that, I've been allowing my cash pile to continue to grow as I have since April 2025 and keeping some dry powder ready for a potential correction.

Inflation, valuations, and risk are flashing warning signs everywhere. These two undervalued dividend growth machines are built to grow cash flow through chaos. A rare chance to lock in durable high yield before the market catches on.