The Best Preferred Stock/Convertible Bonds Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Preferred Stock/Convertible Bonds mutual funds.

Category is Preferred Stock/Convertible Bonds

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	Preferred Stock/Convertible Bonds	Nov 29, 2015	0.60%	-0.77%	4.14%	4.59%	90
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	Mar 31, 2003	0.03%	0.79%	7.77%	10.97%	85
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	Dec 18, 2006	0.74%	-1.95%	5.22%	5.45%	90
OIOIX	AXS Income Opportunities Fund	Preferred Stock/Convertible Bonds	Jun 27, 2013	1.34%	-0.83%	2.70%	4.99%	6
PCSFX	Principal Capital Securities Fund	Preferred Stock/Convertible Bonds	Mar 13, 2014	0.00%	-1.42%	5.44%	5.63%	88
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	Apr 12, 2015	0.79%	-0.89%	6.08%	3.87%	82
PISHX	Cohen & Steers Preferred Securities and Income SMA...	Preferred Stock/Convertible Bonds	Feb 28, 2019	0.00%	-1.14%	—	5.12%	89
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock/Convertible Bonds	Apr 30, 2002	0.79%	-1.61%	4.34%	5.39%	77
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	—	4.28%	-2.58%	5.44%	7.80%	15
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	—	—	-0.92%	—	8.58%	13
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	Preferred Stock/Convertible Bonds	—	1.39%	-2.16%	7.02%	3.59%	18

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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