KIFAX Alternatives & Similar Mutual Funds

Salient Select Income Fund (KIFAX) belongs to the Preferred Stock 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 8 mutual funds in the Preferred Stock category with lower expense ratios, going as low as 0.60%.

Symbol	Name	Expense Ratio	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	KIFAX vs LPXZX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	KIFAX vs NPSRX
PFINX	PIMCO Preferred and Capital Securities Fund	0.79%	—	Apr 2015	KIFAX vs PFINX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	0.79%	—	Apr 2002	KIFAX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	0.84%	—	May 2010	KIFAX vs CPXIX

Best Risk-Adjusted Alternatives to KIFAX

KIFAX has a PortfoliosLab risk / return rank of 27. There are 10 mutual funds in the Preferred Stock category with higher risk-adjusted ranks, going as high as 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	86	—	Apr 2011	KIFAX vs DPIIX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	KIFAX vs LPXZX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	85	—	Feb 2019	KIFAX vs PISHX
PCSFX	Principal Capital Securities Fund	77	—	Mar 2014	KIFAX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	77	—	May 2010	KIFAX vs CPXIX

Top Performing KIFAX Alternatives (YTD)

KIFAX is at 4.67% YTD. No mutual funds in the Preferred Stock category have higher YTD returns; the top-performing alternatives shown here go as high as 2.24%.

Symbol	Name	YTD Return	AUM	Inception
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.24%	—	Feb 2019	KIFAX vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	2.14%	—	Nov 2015	KIFAX vs LPXZX
PFINX	PIMCO Preferred and Capital Securities Fund	1.70%	—	Apr 2015	KIFAX vs PFINX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	1.60%	—	May 2010	KIFAX vs CPXIX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	1.55%	—	Apr 2011	KIFAX vs DPIIX

Lowest Volatility Alternatives to KIFAX

KIFAX has 6.08% 1-year volatility. There are 10 mutual funds in the Preferred Stock category with lower 1-year volatility, going as low as 1.89%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.89%	—	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	2.18%	—	Mar 2014	KIFAX vs PCSFX
ORDNX	North Square Preferred and Income Securities Fund	2.30%	—	Jun 2013	KIFAX vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.43%	—	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 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
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	KIFAX vs ORDNX
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

Other Mutual Funds from Salient Funds

The 2 most viewed Salient Funds mutual funds shown here include BTPIX, SMLPX and span 3 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BTPIX	Salient Tactical Plus Fund	Long-Short	17	2.50%	—	Dec 2012	KIFAX vs BTPIX
SMLPX	Salient MLP & Energy Infrastructure Fund	Infrastructure Equities, Energy Equities	74	22.43%	—	Sep 2012	KIFAX vs SMLPX

Often Compared With KIFAX

Investors most often compare KIFAX with RCTIX, FICVX, FACVX. These 20 comparison targets span 3 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	85	1.55%	—	Dec 2014	KIFAX vs RCTIX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	53	14.07%	—	Feb 2009	KIFAX vs FICVX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	52	13.96%	—	Feb 2009	KIFAX vs FACVX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	54	14.14%	—	Oct 2018	KIFAX vs FIQVX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	49	13.75%	—	Feb 2009	KIFAX vs FTCVX
LBFFX	Lord Abbett Convertible Fund Class F	Convertible Bonds	50	11.96%	—	—	KIFAX vs LBFFX
CICVX	Calamos Convertible Fund	Convertible Bonds	72	17.72%	—	Jun 1997	KIFAX vs CICVX
CCVIX	Calamos Convertible Fund	Convertible Bonds	70	17.57%	—	Jun 1985	KIFAX vs CCVIX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock	59	-0.27%	—	Jan 2011	KIFAX vs FPEIX
FCVSX	Fidelity Convertible Securities Fund	Convertible Bonds	23	14.49%	—	Jan 1987	KIFAX vs FCVSX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock	7	0.34%	—	—	KIFAX vs PSF
HPI	John Hancock Preferred Income Fund	Preferred Stock	27	3.74%	—	Aug 2002	KIFAX vs HPI
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock	12	0.17%	—	Mar 2003	KIFAX vs JPC
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock	17	0.83%	—	Feb 1992	KIFAX vs PFO
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock	7	-1.07%	—	Apr 2009	KIFAX vs FPF
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock	9	1.56%	—	May 2012	KIFAX vs LDP
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock	9	1.07%	—	Dec 2021	KIFAX vs NPFD
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock	6	2.24%	—	—	KIFAX vs PTA
HPF	John Hancock Preferred Income Fund II	Preferred Stock	28	4.06%	—	Jan 2005	KIFAX vs HPF
HPS	John Hancock Preferred Income Fund III	Preferred Stock	23	4.05%	—	Jun 2003	KIFAX vs HPS

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