JPC Alternatives & Similar Mutual Funds

Nuveen Preferred and Income Opportunities Fund (JPC) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JPC. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to JPC

JPC charges 0.01% annually. There are 3 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
HPS	John Hancock Preferred Income Fund III	0.01%	—	Jun 2003	JPC vs HPS
HPF	John Hancock Preferred Income Fund II	0.01%	—	Jan 2005	JPC vs HPF
HPI	John Hancock Preferred Income Fund	0.01%	—	Aug 2002	JPC vs HPI
LDP	Cohen and Steers Limited Duration Preferred and In...	0.01%	—	May 2012	JPC vs LDP
FPF	First Trust Intermediate Duration Preferred and In...	0.02%	—	Apr 2009	JPC vs FPF

Best Risk-Adjusted Alternatives to JPC

JPC has a PortfoliosLab risk / return rank of 9. There are 30 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
CICVX	Calamos Convertible Fund	90	—	Jun 1997	JPC vs CICVX
CCVIX	Calamos Convertible Fund	90	—	Jun 1985	JPC vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	87	—	Oct 2018	JPC vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	86	—	Feb 2009	JPC vs FICVX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	86	—	Feb 2009	JPC vs FACVX

Top Performing JPC Alternatives (YTD)

JPC is at 0.03% YTD. There are 30 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 26.74%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	26.74%	—	Jun 1997	JPC vs CICVX
CCVIX	Calamos Convertible Fund	26.64%	—	Jun 1985	JPC vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	23.86%	—	Oct 2018	JPC vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	23.81%	—	Feb 2009	JPC vs FICVX
FCVSX	Fidelity Convertible Securities Fund	23.80%	—	Jan 1987	JPC vs FCVSX

Lowest Volatility Alternatives to JPC

JPC has 11.33% 1-year volatility. There are 22 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.87%	—	Nov 2015	JPC vs LPXZX
PCSFX	Principal Capital Securities Fund	2.15%	—	Mar 2014	JPC vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.15%	—	Apr 2011	JPC vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.41%	—	Feb 2019	JPC vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.42%	—	Apr 2002	JPC vs PPSIX

Lowest Drawdown Alternatives to JPC

JPC has a 1-year max drawdown of -11.43%. There are 32 mutual funds in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.14%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	—	Nov 2015	JPC vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	JPC vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	JPC vs PISHX
JPDIX	JPMorgan Preferred and Income Securities Fund	-2.92%	—	Mar 2022	JPC vs JPDIX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	JPC vs PCSFX

Other Mutual Funds from Nuveen

The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, SPXX and span 12 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	63	10.07%	—	Jul 1999	JPC vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	50	7.43%	—	Jan 2007	JPC vs QQQX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	15	3.44%	—	Nov 2005	JPC vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	61	3.32%	—	Jun 1999	JPC vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	5	2.20%	—	Jun 2003	JPC vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	15	1.69%	—	Mar 2006	JPC vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	74	0.60%	—	Dec 2006	JPC vs NPSRX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	65	2.04%	—	Jan 2013	JPC vs NVHIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	14	6.96%	—	May 2009	JPC vs NVLIX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	82	20.50%	—	Dec 1987	JPC vs FASEX

Often Compared With JPC

Investors most often compare JPC with JEPQ, PTA, PFF. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	63	7.85%	40.03B	May 2022	JPC vs JEPQ
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	6	2.50%	—	—	JPC vs PTA
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	28	1.44%	13.45B	Mar 2007	JPC vs PFF
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	11	1.89%	—	Dec 2021	JPC vs NPFD
GOF	Guggenheim Strategic Opportunities Fund	Multisector Bonds, Diversified Portfolio, Actively Managed	1	-9.63%	—	Jul 2007	JPC vs GOF
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Growth Equities	10	-3.76%	—	Jan 1990	JPC vs CRF
ASGI	Abrdn Global Infrastructure Income Fund	Industrials Equities	21	4.88%	—	Jul 2020	JPC vs ASGI
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	20	0.08%	—	Jan 1991	JPC vs PFD
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	82	20.10%	—	Mar 2003	JPC vs NCV
FARCX	Nuveen Real Estate Securities Fund	REIT	27	14.50%	—	Jun 1995	JPC vs FARCX
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds	44	2.26%	2.42B	May 2018	JPC vs PFFA
PDI	PIMCO Dynamic Income Fund		39	-1.30%	—	—	JPC vs PDI
BXSL	Blackstone Secured Lending Fund		17	-7.25%	—	—	JPC vs BXSL
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	14	0.32%	—	Feb 1992	JPC vs PFO
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	11	1.04%	—	—	JPC vs PSF
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock/Convertible Bonds	78	1.82%	—	May 2010	JPC vs CPXIX
NVG	Nuveen AMT-Free Municipal Credit Income Fund		78	3.77%	—	Mar 2002	JPC vs NVG
NELIX	Nuveen Equity Long/Short Fund	Long-Short	60	8.59%	—	Dec 2008	JPC vs NELIX
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	82	21.32%	—	—	JPC vs LBFFX
APH	Amphenol Corporation		80	17.84%	—	—	JPC vs APH

Compare JPC with Any Fund or Stock

Compare JPC with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair JPC with funds that move differently

Nuveen Preferred and Income Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JPC.

Explore JPC Diversifiers

Nuveen Preferred and Income Opportunities Fund (JPC) Alternatives