LDP Alternatives & Similar Mutual Funds

Cohen and Steers Limited Duration Preferred and Income Fund (LDP) 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 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/Convertible Bonds category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
HPI	John Hancock Preferred Income Fund	0.01%	—	Aug 2002	LDP vs HPI
HPF	John Hancock Preferred Income Fund II	0.01%	—	Jan 2005	LDP vs HPF
HPS	John Hancock Preferred Income Fund III	0.01%	—	Jun 2003	LDP vs HPS
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 15. There are 29 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
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	88	—	Apr 2011	LDP vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	88	—	Feb 2019	LDP vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	LDP vs LPXZX
CICVX	Calamos Convertible Fund	82	—	Jun 1997	LDP vs CICVX
CCVIX	Calamos Convertible Fund	81	—	Jun 1985	LDP vs CCVIX

Top Performing LDP Alternatives (YTD)

LDP is at 4.42% YTD. There are 14 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 20.76%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	20.76%	—	Jun 1997	LDP vs CICVX
CCVIX	Calamos Convertible Fund	20.62%	—	Jun 1985	LDP vs CCVIX
NCV	Virtus Convertible and Income Fund	17.13%	—	Mar 2003	LDP vs NCV
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	16.90%	—	Oct 2018	LDP vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	16.87%	—	Jan 1987	LDP vs FCVSX

Lowest Volatility Alternatives to LDP

LDP has 9.65% 1-year volatility. There are 18 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	LDP vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.11%	—	Apr 2011	LDP vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	LDP vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.41%	—	Feb 2019	LDP vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.42%	—	Apr 2002	LDP vs PPSIX

Lowest Drawdown Alternatives to LDP

LDP has a 1-year max drawdown of -9.38%. There are 26 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	LDP vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	LDP vs DPIIX
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
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	LDP vs PCSFX

Often Compared With LDP

Investors most often compare LDP with PSF, FICVX, NPFD. These 13 comparison targets span 1 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/Convertible Bonds	15	3.23%	—	—	LDP vs PSF
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	70	16.86%	—	Feb 2009	LDP vs FICVX
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	16	3.76%	—	Dec 2021	LDP vs NPFD
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock/Convertible Bonds	79	2.00%	—	May 2010	LDP vs CPXIX
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	8	4.25%	—	—	LDP vs PTA
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	69	16.76%	—	Feb 2009	LDP vs FACVX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	21	1.13%	—	Jan 1991	LDP vs PFD
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	73	2.23%	—	Apr 2015	LDP vs PFINX
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	66	14.69%	—	—	LDP vs LBFFX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	68	16.56%	—	Feb 2009	LDP vs FTCVX
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	21	1.09%	—	Feb 1992	LDP vs PFO
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	74	0.92%	—	Dec 2006	LDP vs NPSRX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	64	0.27%	—	Jan 2011	LDP vs FPEIX

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