Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) Alternatives

Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) 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 LPXZX. 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 LPXZX

LPXZX charges 0.60% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among LPXZX alternatives.

Symbol	Name	Expense Ratio	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	Oct 2, 2018	LPXZX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	0.67%	Jan 5, 1987	LPXZX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	Feb 19, 2009	LPXZX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	Dec 18, 2006	LPXZX vs NPSRX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	0.79%	Apr 30, 2002	LPXZX vs PPSIX

Best Risk-Adjusted Alternatives to LPXZX

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	—	LPXZX vs LBFFX
NPSRX	Nuveen Preferred Securities & Income Fund	90	Dec 18, 2006	LPXZX vs NPSRX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	89	Feb 28, 2019	LPXZX vs PISHX
PCSFX	Principal Capital Securities Fund	88	Mar 13, 2014	LPXZX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	87	Apr 11, 2011	LPXZX vs DPIIX

Top Performing LPXZX Alternatives (YTD)

LPXZX 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%	—	LPXZX vs LBFFX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	1.40%	Oct 2, 2018	LPXZX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	1.37%	Feb 19, 2009	LPXZX vs FICVX
FCVSX	Fidelity Convertible Securities Fund	1.37%	Jan 5, 1987	LPXZX vs FCVSX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	1.33%	Feb 19, 2009	LPXZX vs FACVX

Lowest Volatility Alternatives to LPXZX

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

Symbol	Name	Volatility 1Y	Inception
PCSFX	Principal Capital Securities Fund	2.66%	Mar 13, 2014	LPXZX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.80%	Apr 11, 2011	LPXZX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.86%	Apr 30, 2002	LPXZX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	3.16%	May 2, 2010	LPXZX vs CPXIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	3.22%	Feb 28, 2019	LPXZX vs PISHX

Lowest Drawdown Alternatives to LPXZX

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

Symbol	Name	Max Drawdown 1Y	Inception
PCSFX	Principal Capital Securities Fund	-2.97%	Mar 13, 2014	LPXZX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-3.05%	Apr 11, 2011	LPXZX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	-3.18%	Apr 30, 2002	LPXZX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.26%	May 2, 2010	LPXZX vs CPXIX
PFINX	PIMCO Preferred and Capital Securities Fund	-3.43%	Apr 12, 2015	LPXZX vs PFINX

Other Mutual Funds from Cohen & Steers

Most popular Cohen & Steers mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	9	1.88%	Feb 14, 2000	LPXZX vs CSRIX
CSRSX	Cohen & Steers Realty Shares Fund	REIT	9	1.77%	Jul 2, 1991	LPXZX vs CSRSX
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	42	-0.96%	Nov 24, 2006	LPXZX vs FOF
IRFIX	Cohen & Steers International Realty Fund	REIT	42	-4.81%	Mar 30, 2005	LPXZX vs IRFIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	95	27.86%	Dec 19, 2013	LPXZX vs MLOZX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	78	10.26%	Jan 30, 2012	LPXZX vs RAPZX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Energy Equities	86	8.44%	May 2, 2004	LPXZX vs CSUIX
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	9	1.50%	Jul 15, 1998	LPXZX vs CSDIX
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	10	1.50%	Oct 1, 2014	LPXZX vs CSZIX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	85	8.35%	Aug 28, 2017	LPXZX vs CSUAX

Often Compared With LPXZX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	42	-7.27%	Mar 9, 2017	LPXZX vs FDFIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	46	-7.06%	Nov 13, 2000	LPXZX vs VFIAX
CICVX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	84	0.23%	Jun 25, 1997	LPXZX vs CICVX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	15	-2.58%	—	LPXZX vs PSF
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	7	-2.46%	Mar 29, 2001	LPXZX vs KIFAX
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	14	-4.04%	Apr 1, 2009	LPXZX vs FPF
CCVIX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	84	0.22%	Jun 21, 1985	LPXZX vs CCVIX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	80	-2.48%	Jan 10, 2011	LPXZX vs FPEIX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	83	1.27%	Feb 19, 2009	LPXZX vs FTCVX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	11	1.08%	Jun 19, 2003	LPXZX vs HPS
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	14	-4.85%	Mar 26, 2003	LPXZX vs JPC
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	84	-1.64%	Mar 30, 2022	LPXZX vs JPDIX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	18	-3.89%	May 1, 2012	LPXZX vs LDP
RFI	Cohen & Steers Total Return Realty Fund	REIT	6	2.96%	—	LPXZX vs RFI

Compare LPXZX with Any Fund or Stock

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

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Cohen & Steers Low Duration Preferred and Income Fund

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