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
HPI	John Hancock Preferred Income Fund	0.01%	—	Aug 2002	JPC vs HPI
HPF	John Hancock Preferred Income Fund II	0.01%	—	Jan 2005	JPC vs HPF
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 11. There are 30 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 88.

Symbol	Name	Risk / Return Rank	AUM	Inception
PISHX	Cohen & Steers Preferred Securities and Income SMA...	88	—	Feb 2019	JPC vs PISHX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	86	—	Apr 2011	JPC vs DPIIX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	JPC vs LPXZX
CICVX	Calamos Convertible Fund	84	—	Jun 1997	JPC vs CICVX
CCVIX	Calamos Convertible Fund	83	—	Jun 1985	JPC vs CCVIX

Top Performing JPC Alternatives (YTD)

JPC is at 1.45% YTD. There are 26 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 22.46%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	22.46%	—	Jun 1997	JPC vs CICVX
CCVIX	Calamos Convertible Fund	22.30%	—	Jun 1985	JPC vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	18.62%	—	Oct 2018	JPC vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	18.58%	—	Jan 1987	JPC vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	18.57%	—	Feb 2009	JPC vs FICVX

Lowest Volatility Alternatives to JPC

JPC has 11.39% 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
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.12%	—	Apr 2011	JPC vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	JPC vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	JPC vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.41%	—	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, TILIX and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	63	11.62%	—	Jul 1999	JPC vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	64	11.14%	—	Jan 2007	JPC vs QQQX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	19	5.24%	—	Oct 2002	JPC vs TILIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	19	6.85%	—	Nov 2005	JPC vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	79	3.88%	—	Jun 1999	JPC vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	1.77%	—	Jun 2003	JPC vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	16	3.86%	—	Mar 2006	JPC vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	73	1.04%	—	Dec 2006	JPC vs NPSRX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	14	8.29%	—	May 2009	JPC vs NVLIX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	77	2.42%	—	Jan 2013	JPC vs NVHIX

Often Compared With JPC

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	9	4.39%	—	—	JPC vs PTA
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	65	8.49%	40.37B	May 2022	JPC vs JEPQ
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	14	3.71%	—	Dec 2021	JPC vs NPFD
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	15	0.49%	13.39B	Mar 2007	JPC vs PFF
GOF	Guggenheim Strategic Opportunities Fund	Multisector Bonds, Diversified Portfolio, Actively Managed	1	-7.16%	—	Jul 2007	JPC vs GOF
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Growth Equities	11	-0.60%	—	Jan 1990	JPC vs CRF
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	18	0.52%	—	Jan 1991	JPC vs PFD
ASGI	Abrdn Global Infrastructure Income Fund	Industrials Equities	37	11.28%	—	Jul 2020	JPC vs ASGI
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	74	17.61%	—	Mar 2003	JPC vs NCV
FARCX	Nuveen Real Estate Securities Fund	REIT	48	16.76%	—	Jun 1995	JPC vs FARCX
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds	34	1.63%	2.45B	May 2018	JPC vs PFFA
PDI	PIMCO Dynamic Income Fund		42	1.19%	—	—	JPC vs PDI
BXSL	Blackstone Secured Lending Fund		15	-5.31%	—	—	JPC vs BXSL
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	17	0.87%	—	Feb 1992	JPC vs PFO
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	73	18.44%	—	Feb 2009	JPC vs FACVX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock/Convertible Bonds	79	2.17%	—	May 2010	JPC vs CPXIX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	14	2.63%	—	—	JPC vs PSF
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	71	16.23%	—	—	JPC vs LBFFX
NVG	Nuveen AMT-Free Municipal Credit Income Fund		80	4.59%	—	Mar 2002	JPC vs NVG
NELIX	Nuveen Equity Long/Short Fund	Long-Short	51	8.13%	—	Dec 2008	JPC vs NELIX

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