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Preferred Stock Mutual Funds List

Here you can find all the Preferred Stock asset class mutual funds and compare their essential indicators like expense ratio or rate of return to see which suits your portfolio best.


Asset Class is Preferred Stock
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
First Trust Intermediate Duration Preferred and In...Preferred Stock/Convertible BondsApr 1, 20090.02%
-4.04%
5.68%
9.36%
14
John Hancock Preferred Income Fund IIPreferred Stock/Convertible BondsJan 1, 20050.01%
-0.59%
5.46%
9.49%
10
John Hancock Preferred Income FundPreferred Stock/Convertible BondsAug 27, 20020.01%
-1.60%
5.12%
9.45%
11
John Hancock Preferred Income Fund IIIPreferred Stock/Convertible BondsJun 19, 20030.01%
1.08%
5.59%
9.27%
11
Nuveen Preferred and Income Opportunities FundPreferred Stock/Convertible BondsMar 26, 20030.01%
-4.85%
6.06%
10.37%
14
Cohen and Steers Limited Duration Preferred and In...Preferred Stock/Convertible BondsMay 1, 20120.01%
-3.89%
6.62%
7.87%
18
Cohen & Steers Select Preferred and Income FundPreferred Stock/Convertible Bonds4.28%
-2.58%
5.44%
7.80%
15
Cohen & Steers Tax-Advantaged Preferred Securities...Preferred Stock/Convertible Bonds
-0.92%
8.58%
13

Rows per page

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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