LDP Alternatives & Similar Mutual Funds

Cohen and Steers Limited Duration Preferred and Income Fund (LDP) 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 LDP. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LDP

LDP charges 0.01% annually. There are 4 mutual funds in the Preferred Stock 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	LDP vs HPS
HPF	John Hancock Preferred Income Fund II	0.01%	—	Jan 2005	LDP vs HPF
HPI	John Hancock Preferred Income Fund	0.01%	—	Aug 2002	LDP vs HPI
JPC	Nuveen Preferred and Income Opportunities Fund	0.01%	—	Mar 2003	LDP vs JPC
FPF	First Trust Intermediate Duration Preferred and In...	0.02%	—	Apr 2009	LDP vs FPF

Best Risk-Adjusted Alternatives to LDP

LDP has a PortfoliosLab risk / return rank of 9. There are 19 mutual funds in the Preferred Stock category with higher risk-adjusted ranks, going as high as 82.

Symbol	Name	Risk / Return Rank	AUM	Inception
JPDIX	JPMorgan Preferred and Income Securities Fund	82	—	Mar 2022	LDP vs JPDIX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	82	—	Apr 2011	LDP vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	77	—	Feb 2019	LDP vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	76	—	Nov 2015	LDP vs LPXZX
PCSFX	Principal Capital Securities Fund	74	—	Mar 2014	LDP vs PCSFX

Top Performing LDP Alternatives (YTD)

LDP is at 1.41% YTD. There are 11 mutual funds in the Preferred Stock category with higher YTD returns, going as high as 4.27%.

Symbol	Name	YTD Return	AUM	Inception
HPS	John Hancock Preferred Income Fund III	4.27%	—	Jun 2003	LDP vs HPS
HPF	John Hancock Preferred Income Fund II	4.26%	—	Jan 2005	LDP vs HPF
KIFAX	Salient Select Income Fund	4.19%	—	Mar 2001	LDP vs KIFAX
HPI	John Hancock Preferred Income Fund	4.06%	—	Aug 2002	LDP vs HPI
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	2.51%	—	—	LDP vs PTA

Lowest Volatility Alternatives to LDP

LDP has 9.53% 1-year volatility. There are 19 mutual funds in the Preferred Stock category with lower 1-year volatility, going as low as 1.94%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.94%	—	Nov 2015	LDP vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	LDP vs DPIIX
PCSFX	Principal Capital Securities Fund	2.18%	—	Mar 2014	LDP vs PCSFX
ORDNX	North Square Preferred and Income Securities Fund	2.30%	—	Jun 2013	LDP vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.46%	—	Feb 2019	LDP vs PISHX

Lowest Drawdown Alternatives to LDP

LDP has a 1-year max drawdown of -9.38%. There are 18 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	LDP vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	LDP vs DPIIX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	LDP vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	LDP vs PISHX
JPDIX	JPMorgan Preferred and Income Securities Fund	-2.92%	—	Mar 2022	LDP vs JPDIX

Other Mutual Funds from Cohen & Steers

The 10 most viewed Cohen & Steers mutual funds shown here include FOF, CSRIX, CSRSX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	24	7.58%	—	Nov 2006	LDP vs FOF
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	41	17.09%	—	Feb 2000	LDP vs CSRIX
CSRSX	Cohen & Steers Realty Shares Fund	REIT	40	17.00%	—	Jul 1991	LDP vs CSRSX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock	73	1.70%	—	May 2010	LDP vs CPXIX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	74	12.09%	—	Aug 2017	LDP vs CSUAX
RFI	Cohen & Steers Total Return Realty Fund	REIT	10	9.69%	—	—	LDP vs RFI
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	45	16.21%	—	Jul 1998	LDP vs CSDIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	—	—	—	Dec 2013	LDP vs MLOZX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	61	13.04%	—	Jan 2012	LDP vs RAPZX
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	46	16.25%	—	Oct 2014	LDP vs CSZIX

Often Compared With LDP

Investors most often compare LDP with PSF, FICVX, FIQVX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock	7	0.45%	—	—	LDP vs PSF
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	46	14.07%	—	Feb 2009	LDP vs FICVX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	46	14.12%	—	Oct 2018	LDP vs FIQVX
NCV	Virtus Convertible and Income Fund	Convertible Bonds	79	18.31%	—	Mar 2003	LDP vs NCV
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock	9	1.41%	—	Dec 2021	LDP vs NPFD
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock	48	0.64%	—	Apr 2002	LDP vs PPSIX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	45	13.96%	—	Feb 2009	LDP vs FACVX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock	65	1.81%	—	Apr 2015	LDP vs PFINX
LBFFX	Lord Abbett Convertible Fund Class F	Convertible Bonds	42	11.78%	—	—	LDP vs LBFFX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock	19	-0.19%	—	Jan 1991	LDP vs PFD
CCVIX	Calamos Convertible Fund	Convertible Bonds	66	17.66%	—	Jun 1985	LDP vs CCVIX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	43	13.75%	—	Feb 2009	LDP vs FTCVX
CICVX	Calamos Convertible Fund	Convertible Bonds	67	17.82%	—	Jun 1997	LDP vs CICVX
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock	18	0.94%	—	Feb 1992	LDP vs PFO
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock	69	0.93%	—	Dec 2006	LDP vs NPSRX
FCVSX	Fidelity Convertible Securities Fund	Convertible Bonds	19	14.46%	—	Jan 1987	LDP vs FCVSX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock	55	0.24%	—	Jan 2011	LDP vs FPEIX
WES	Western Midstream Partners, LP		82	26.10%	—	—	LDP vs WES
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Infrastructure Equities, Energy Equities	76	12.30%	—	May 2004	LDP vs CSUIX

Compare LDP with Any Fund or Stock

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

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Diversifiers

Pair LDP with funds that move differently

Cohen and Steers Limited Duration Preferred and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LDP.

Explore LDP Diversifiers

Cohen and Steers Limited Duration Preferred and Income Fund (LDP) Alternatives