KIFAX Alternatives & Similar Mutual Funds

Salient Select Income Fund (KIFAX) 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 KIFAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to KIFAX

KIFAX charges 1.53% annually. There are 17 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.59%.

Symbol	Name	Expense Ratio	AUM	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	KIFAX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	KIFAX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	KIFAX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	KIFAX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	KIFAX vs NPSRX

Best Risk-Adjusted Alternatives to KIFAX

KIFAX has a PortfoliosLab risk / return rank of 14. There are 19 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	KIFAX vs CICVX
CCVIX	Calamos Convertible Fund	90	—	Jun 1985	KIFAX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	89	—	Oct 2018	KIFAX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	89	—	Feb 2009	KIFAX vs FICVX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	89	—	Apr 2011	KIFAX vs DPIIX

Top Performing KIFAX Alternatives (YTD)

KIFAX is at 1.83% YTD. There are 12 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 24.54%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	24.54%	—	Jun 1997	KIFAX vs CICVX
CCVIX	Calamos Convertible Fund	24.45%	—	Jun 1985	KIFAX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	24.03%	—	Oct 2018	KIFAX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	23.99%	—	Jan 1987	KIFAX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	23.97%	—	Feb 2009	KIFAX vs FICVX

Lowest Volatility Alternatives to KIFAX

KIFAX has 6.05% 1-year volatility. There are 9 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.86%	—	Nov 2015	KIFAX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	KIFAX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.13%	—	Mar 2014	KIFAX vs PCSFX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.39%	—	Apr 2002	KIFAX vs PPSIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.41%	—	Feb 2019	KIFAX vs PISHX

Lowest Drawdown Alternatives to KIFAX

KIFAX has a 1-year max drawdown of -5.53%. There are 10 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	KIFAX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	KIFAX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	KIFAX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	KIFAX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	KIFAX vs CPXIX

Other Mutual Funds from Salient Funds

The 2 most viewed Salient Funds mutual funds shown here include BTPIX, SMLPX and span 2 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BTPIX	Salient Tactical Plus Fund	Long-Short	15	6.47%	—	Dec 2012	KIFAX vs BTPIX
SMLPX	Salient MLP & Energy Infrastructure Fund	Energy Equities	42	18.68%	—	Sep 2012	KIFAX vs SMLPX

Often Compared With KIFAX

Investors most often compare KIFAX with RCTIX, FACVX, LBFFX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RCTIX	River Canyon Total Return Bond Fund	Short-Term Bond	73	0.71%	—	Dec 2014	KIFAX vs RCTIX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	88	23.82%	—	Feb 2009	KIFAX vs FACVX
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	87	21.32%	—	—	KIFAX vs LBFFX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	88	23.71%	—	Feb 2009	KIFAX vs FTCVX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	74	1.71%	—	Apr 2015	KIFAX vs PFINX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	73	0.41%	—	Jan 2011	KIFAX vs FPEIX

Compare KIFAX with Any Fund or Stock

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

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Diversifiers

Pair KIFAX with funds that move differently

Salient Select Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KIFAX.

Explore KIFAX Diversifiers

Salient Select Income Fund (KIFAX) Alternatives