The Best Preferred Stock Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Preferred Stock mutual funds.
- Number of Funds
- 23
- Avg. Expense Ratio
- 0.78%
- Avg. Yield
- 7.12%
- Avg. 1 Year Return
- 6.32%
- Median Risk/Return Score
- 32 / 100
The Best Preferred Stock Mutual Funds
11 results
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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5 Years
Best Preferred Stock Mutual funds by Risk/Return Score
The top Preferred Stock Mutual funds by PortfoliosLab Risk/Return Score are DPIIX (87) and PISHX (87).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Destra Flaherty & Crumrine Preferred and Income Fu... | 87 | — | Apr 2011 | |
| Cohen & Steers Preferred Securities and Income SMA... | 87 | — | Feb 2019 | |
| Cohen & Steers Low Duration Preferred and Income F... | 85 | — | Nov 2015 | |
| Cohen & Steers Preferred Securities and Income Fun... | 79 | — | May 2010 | |
| Principal Capital Securities Fund | 78 | — | Mar 2014 |
Best-Performing Preferred Stock Mutual funds Over 5 Years
The top Preferred Stock Mutual funds is ORDNX (5.95%).
Across the lineup, Preferred Stock Mutual funds show an average 1-year return of 6.32% and an average 5-year return of 2.43%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 5.95% | — | Jun 2013 | |
| Cohen & Steers Preferred Securities and Income SMA... | 3.94% | — | Feb 2019 | |
| Cohen & Steers Low Duration Preferred and Income F... | 3.62% | — | Nov 2015 | |
| Nuveen Preferred Securities & Income Fund | 3.42% | — | Dec 2006 | |
| Principal Capital Securities Fund | 3.35% | — | Mar 2014 |
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 |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | 0.60% | — | Nov 2015 | |
| Nuveen Preferred Securities & Income Fund | 0.74% | — | Dec 2006 | |
| Principal Spectrum Preferred and Capital Securitie... | 0.79% | — | Apr 2002 | |
| PIMCO Preferred and Capital Securities Fund | 0.79% | — | Apr 2015 | |
| 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 (7.54%).
Across the lineup, Preferred Stock Mutual funds show an average dividend yield of 7.12%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Salient Select Income Fund | 7.54% | — | Mar 2001 | |
| North Square Preferred and Income Securities Fund | 6.62% | — | Jun 2013 | |
| Cohen & Steers Preferred Securities and Income Fun... | 5.81% | — | May 2010 | |
| Principal Capital Securities Fund | 5.74% | — | Mar 2014 | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | 5.70% | — | Apr 2011 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
CPXIX vs. PFFACPXIX vs. PFFCPXIX vs. PIMIXCPXIX vs. FTCVXCPXIX vs. HPINPSRX vs. PSKNPSRX vs. PFFANPSRX vs. BACNPSRX vs. DIVONPSRX vs. BKLNORDNX vs. PYHRXORDNX vs. FIUIXORDNX vs. KCEORDNX vs. BNDORDNX vs. VTIPPPSIX vs. FPEPPSIX vs. KIFAXPPSIX vs. FPFPPSIX vs. FICVXPPSIX vs. HPSLPXZX vs. FDFIXLPXZX vs. CSUAXLPXZX vs. IRFIXLPXZX vs. CSUIXLPXZX vs. VFIAXPFINX vs. SCHDPFINX vs. CICVXPFINX vs. PONAXPFINX vs. FACVXPFINX vs. FCVSXDPIIX vs. PFFADPIIX vs. CICVXDPIIX vs. FACVXDPIIX vs. JPDIXDPIIX vs. HPSPISHX vs. FDFIXPISHX vs. CICVXPISHX vs. FTCVXPISHX vs. CCVIXPISHX vs. CSDIXFPEIX vs. PFFAFPEIX vs. FCPIFPEIX vs. FPEIFPEIX vs. FDHIXFPEIX vs. FMSDXPCSFX vs. SCDGXPCSFX vs. CICVXPCSFX vs. FACVXPCSFX vs. FIQVXPCSFX vs. VMFXX