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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to LDP

LDP charges 0.01% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among LDP alternatives.

Symbol	Name	Expense Ratio	Inception
HPS	John Hancock Preferred Income Fund III	0.01%	Jun 19, 2003	LDP vs HPS
HPF	John Hancock Preferred Income Fund II	0.01%	Jan 1, 2005	LDP vs HPF
HPI	John Hancock Preferred Income Fund	0.01%	Aug 27, 2002	LDP vs HPI
JPC	Nuveen Preferred and Income Opportunities Fund	0.01%	Mar 26, 2003	LDP vs JPC
FPF	First Trust Intermediate Duration Preferred and In...	0.02%	Apr 1, 2009	LDP vs FPF

Best Risk-Adjusted Alternatives to LDP

Among mutual funds in the Preferred Stock/Convertible Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
LBFFX	Lord Abbett Convertible Fund Class F	90	—	LDP vs LBFFX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	90	Nov 29, 2015	LDP vs LPXZX
NPSRX	Nuveen Preferred Securities & Income Fund	90	Dec 18, 2006	LDP vs NPSRX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	89	Feb 28, 2019	LDP vs PISHX
PCSFX	Principal Capital Securities Fund	88	Mar 13, 2014	LDP vs PCSFX

Top Performing LDP Alternatives (YTD)

LDP alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
LBFFX	Lord Abbett Convertible Fund Class F	1.71%	—	LDP vs LBFFX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	1.40%	Oct 2, 2018	LDP vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	1.37%	Feb 19, 2009	LDP vs FICVX
FCVSX	Fidelity Convertible Securities Fund	1.37%	Jan 5, 1987	LDP vs FCVSX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	1.33%	Feb 19, 2009	LDP vs FACVX

Lowest Volatility Alternatives to LDP

LDP alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	2.23%	Nov 29, 2015	LDP vs LPXZX
PCSFX	Principal Capital Securities Fund	2.66%	Mar 13, 2014	LDP vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.80%	Apr 11, 2011	LDP vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.86%	Apr 30, 2002	LDP vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	3.16%	May 2, 2010	LDP vs CPXIX

Lowest Drawdown Alternatives to LDP

LDP alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	Nov 29, 2015	LDP vs LPXZX
PCSFX	Principal Capital Securities Fund	-2.97%	Mar 13, 2014	LDP vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-3.05%	Apr 11, 2011	LDP vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	-3.18%	Apr 30, 2002	LDP vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.26%	May 2, 2010	LDP vs CPXIX

Often Compared With LDP

What investors most often compare with LDP, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	84	-1.64%	Mar 30, 2022	LDP vs JPDIX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	15	-2.58%	—	LDP vs PSF

Compare LDP with Any Fund or Stock

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

Symbol name

Cohen and Steers Limited Duration Preferred and Income Fund

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