Aug. 29, 2025 7:44 PM ETCohen & Steers Infrastructure Fund (UTF)PAVE, UTFSagar Agarwal498 FollowersUTF outperformed the broader market until the pandemic drawdown and has yet to fully recover. I specify reasons for that dismal performance.The fund's NAV chart since inception is concerning, suggesting that management has failed to achieve its objective of generating sufficient income.With the current macro environment, the fund may continue to underperform unless management changes its portfolio strategy.With its heavy exposure to the electricity industry, the fund may experience higher risk and volatility in the coming years.Better alternatives exist that offer much higher total returns at significantly lower fees and better exposure to the infrastructure industry.Richard Drury/DigitalVision via Getty ImagesWith the Trump 2.0-induced energy transition, rising U.S. power demand driven by AI growth, and half of the Bipartisan Infrastructure Law still unspent, the U.S. infrastructure sector is set for massive growth in the coming years.This article was written bySagar Agarwal498 FollowersBuilding a high-income portfolio is about more than just buying superficially high-yielding assets, it also involves preserving and growing wealth over time. I come here as an investment analyst, not a financial advisor, with the aim of educating readers on how to do both. My focus will be on income and growth opportunities that, at a minimum, match the market's risk-return tradeoff and grow their capital base. That means not only identifying new opportunities but also warning investors about misleading ones. In addition, I’ll provide market and economic commentary when relevant, and write about my other passion: technology. All of the above will be done with basic fundamentals in mind; for the clichéd but gospel-worthy reason that if the foundation of a building isn't strong, it can't become a skyscraper.As for my credentials: I bring nearly two decades of experience as a technical trader, fintech researcher, startup consultant, finance writer, and small business owner - supported by a graduate degree in economics and multiple post-graduate degrees in finance and business administration.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments