Nuveen Preferred and Income Opportunities Fund (JPC) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to JPC

JPC charges 0.01% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among JPC alternatives.

Symbol	Name	Expense Ratio	Inception
HPS	John Hancock Preferred Income Fund III	0.01%	Jun 19, 2003	JPC vs HPS
HPF	John Hancock Preferred Income Fund II	0.01%	Jan 1, 2005	JPC vs HPF
HPI	John Hancock Preferred Income Fund	0.01%	Aug 27, 2002	JPC vs HPI
LDP	Cohen and Steers Limited Duration Preferred and In...	0.01%	May 1, 2012	JPC vs LDP
FPF	First Trust Intermediate Duration Preferred and In...	0.02%	Apr 1, 2009	JPC vs FPF

Best Risk-Adjusted Alternatives to JPC

Among mutual funds in the Preferred Stock/Convertible Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
LBFFX	Lord Abbett Convertible Fund Class F	92	—	JPC vs LBFFX
NPSRX	Nuveen Preferred Securities & Income Fund	92	Dec 18, 2006	JPC vs NPSRX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	88	Oct 2, 2018	JPC vs FIQVX
PCSFX	Principal Capital Securities Fund	88	Mar 13, 2014	JPC vs PCSFX
CICVX	Calamos Convertible Fund	88	Jun 25, 1997	JPC vs CICVX

Top Performing JPC Alternatives (YTD)

JPC alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	4.10%	Oct 2, 2018	JPC vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	4.07%	Feb 19, 2009	JPC vs FICVX
FCVSX	Fidelity Convertible Securities Fund	4.06%	Jan 5, 1987	JPC vs FCVSX
LBFFX	Lord Abbett Convertible Fund Class F	4.02%	—	JPC vs LBFFX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	3.98%	Feb 19, 2009	JPC vs FACVX

Lowest Volatility Alternatives to JPC

JPC alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	2.23%	Nov 29, 2015	JPC vs LPXZX
PCSFX	Principal Capital Securities Fund	2.69%	Mar 13, 2014	JPC vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.79%	Apr 11, 2011	JPC vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.87%	Apr 30, 2002	JPC vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	3.15%	May 2, 2010	JPC vs CPXIX

Lowest Drawdown Alternatives to JPC

JPC alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.24%	Nov 29, 2015	JPC vs LPXZX
PCSFX	Principal Capital Securities Fund	-2.97%	Mar 13, 2014	JPC vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-3.05%	Apr 11, 2011	JPC vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	-3.18%	Apr 30, 2002	JPC vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.26%	May 2, 2010	JPC vs CPXIX

Other Mutual Funds from Nuveen

Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	Large Cap Growth Equities	78	-0.51%	Jan 30, 2007	JPC vs QQQX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	10	-7.83%	Nov 23, 2005	JPC vs SPXX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	7	-0.69%	Jun 26, 2003	JPC vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	24	-2.40%	Mar 28, 2006	JPC vs NSBRX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	15	0.08%	Jun 6, 1999	JPC vs NHMRX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	56	5.31%	Dec 22, 1987	JPC vs FASEX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	28	0.58%	Jan 31, 2013	JPC vs NVHIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	15	-11.60%	May 15, 2009	JPC vs NVLIX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	57	-2.12%	Dec 29, 2008	JPC vs NELIX
FARCX	Nuveen Real Estate Securities Fund	REIT	12	3.59%	Jun 30, 1995	JPC vs FARCX

Often Compared With JPC

What investors most often compare with JPC, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
GOF	Guggenheim Strategic Opportunities Fund	Derivative Income	1	-9.04%	Jul 26, 2007	JPC vs GOF
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	32	-0.76%	Mar 30, 2007	JPC vs PFF
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Growth Equities	50	-8.05%	Jan 2, 1990	JPC vs CRF
PDI	PIMCO Dynamic Income Fund		40	1.93%	—	JPC vs PDI
NPFD	Nuveen Preferred and Income Securities Fund		62	4.21%	—	JPC vs NPFD
ASGI	Abrdn Global Infrastructure Income Fund	Industrials Equities	90	4.33%	Jul 29, 2020	JPC vs ASGI
BXSL	Blackstone Secured Lending Fund		10	-8.43%	—	JPC vs BXSL
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Derivative Income	68	-1.88%	May 3, 2022	JPC vs JEPQ
APH	Amphenol Corporation		90	-5.32%	—	JPC vs APH
NVG	Nuveen AMT-Free Municipal Credit Income Fund		62	0.63%	Mar 25, 2002	JPC vs NVG
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	83	1.82%	Sep 9, 2015	JPC vs FMSDX
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	82	-1.23%	Mar 30, 2022	JPC vs JPDIX
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds, Actively Managed	33	-2.13%	May 15, 2018	JPC vs PFFA
PISHX	Cohen & Steers Preferred Securities and Income SMA...	Preferred Stock/Convertible Bonds	86	-1.23%	Feb 28, 2019	JPC vs PISHX
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	11	0.35%	—	JPC vs PTA
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	18	-0.57%	—	JPC vs PSF

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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Nuveen Preferred and Income Opportunities Fund

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