Preferred Stock Mutual Funds List

Number of Funds: 23
Avg. Expense Ratio: 0.78%
Avg. Yield: 7.03%
Avg. 1 Year Return: 5.09%
Median Risk/Return Score: 28 / 100

11 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock	May 2, 2010	0.84%	1.60%	4.30%	5.36%	77
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	Preferred Stock	Apr 11, 2011	1.20%	1.55%	4.30%	5.68%	86
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock	Jan 10, 2011	1.00%	-0.27%	4.66%	4.62%	59
KIFAX	Salient Select Income Fund	Preferred Stock	Mar 29, 2001	1.53%	4.67%	2.90%	7.52%	27
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	Preferred Stock	Nov 29, 2015	0.60%	2.14%	4.07%	4.71%	86
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock	Dec 18, 2006	0.74%	0.35%	4.91%	4.96%	73
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	Jun 28, 2013	1.27%	1.10%	11.18%	6.78%	59
PCSFX	Principal Capital Securities Fund	Preferred Stock	Mar 13, 2014	0.00%	1.37%	5.22%	5.82%	77
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock	Apr 12, 2015	0.79%	1.70%	5.70%	3.90%	68
PISHX	Cohen & Steers Preferred Securities and Income SMA...	Preferred Stock	Feb 28, 2019	0.00%	2.24%	—	5.15%	85
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock	Apr 30, 2002	0.79%	0.64%	4.11%	5.43%	53

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.

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Time Period

Best Preferred Stock Mutual funds by Risk/Return Score

The top Preferred Stock Mutual funds by PortfoliosLab Risk/Return Score are DPIIX (86) and LPXZX (86). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	86	—	Apr 2011
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015
PISHX	Cohen & Steers Preferred Securities and Income SMA...	85	—	Feb 2019
PCSFX	Principal Capital Securities Fund	77	—	Mar 2014
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	77	—	May 2010

Best-Performing Preferred Stock Mutual funds Over 5 Years

The top Preferred Stock Mutual funds is ORDNX (5.87%). Across the lineup, Preferred Stock Mutual funds show an average 1-year return of 5.09% and an average 5-year return of 2.31%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	5.87%	—	Jun 2013
PISHX	Cohen & Steers Preferred Securities and Income SMA...	3.83%	—	Feb 2019
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	3.59%	—	Nov 2015
PCSFX	Principal Capital Securities Fund	3.26%	—	Mar 2014
NPSRX	Nuveen Preferred Securities & Income Fund	3.24%	—	Dec 2006

Lowest-Cost Preferred Stock Mutual funds

The top Preferred Stock Mutual funds is LPXZX (0.60%). With an average expense ratio of 0.78%, Preferred Stock Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006
PFINX	PIMCO Preferred and Capital Securities Fund	0.79%	—	Apr 2015
PPSIX	Principal Spectrum Preferred and Capital Securitie...	0.79%	—	Apr 2002
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	0.84%	—	May 2010

Highest-Yield Preferred Stock Mutual funds

The top Preferred Stock Mutual funds is KIFAX (7.52%). Across the lineup, Preferred Stock Mutual funds show an average dividend yield of 7.03%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
KIFAX	Salient Select Income Fund	7.52%	—	Mar 2001
ORDNX	North Square Preferred and Income Securities Fund	6.78%	—	Jun 2013
PCSFX	Principal Capital Securities Fund	5.82%	—	Mar 2014
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	5.68%	—	Apr 2011
PPSIX	Principal Spectrum Preferred and Capital Securitie...	5.43%	—	Apr 2002

Top Mutual funds Asset Classes

Equity · 3,785 Mutual funds Bond · 1,988 Mutual funds Multi-Asset · 1,357 Mutual funds Alternatives · 135 Mutual funds Real Estate · 114 Mutual funds Commodity · 63 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.