LPXZX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to LPXZX

LPXZX charges 0.60% annually. There is 1 mutual fund in the Preferred Stock/Convertible Bonds category with a lower expense ratio, going as low as 0.59%.

Symbol	Name	Expense Ratio	AUM	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	LPXZX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	LPXZX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	LPXZX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	LPXZX vs NPSRX
PFINX	PIMCO Preferred and Capital Securities Fund	0.79%	—	Apr 2015	LPXZX vs PFINX

Best Risk-Adjusted Alternatives to LPXZX

LPXZX has a PortfoliosLab risk / return rank of 86. There are 2 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
PISHX	Cohen & Steers Preferred Securities and Income SMA...	88	—	Feb 2019	LPXZX vs PISHX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	86	—	Apr 2011	LPXZX vs DPIIX
CICVX	Calamos Convertible Fund	84	—	Jun 1997	LPXZX vs CICVX
CCVIX	Calamos Convertible Fund	83	—	Jun 1985	LPXZX vs CCVIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	79	—	May 2010	LPXZX vs CPXIX

Top Performing LPXZX Alternatives (YTD)

LPXZX is at 2.35% YTD. There are 13 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 22.46%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	22.46%	—	Jun 1997	LPXZX vs CICVX
CCVIX	Calamos Convertible Fund	22.30%	—	Jun 1985	LPXZX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	18.62%	—	Oct 2018	LPXZX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	18.58%	—	Jan 1987	LPXZX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	18.57%	—	Feb 2009	LPXZX vs FICVX

Lowest Volatility Alternatives to LPXZX

LPXZX has 1.87% 1-year volatility. No mutual funds in the Preferred Stock/Convertible Bonds category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 2.12%.

Symbol	Name	Volatility 1Y	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.12%	—	Apr 2011	LPXZX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	LPXZX vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	LPXZX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.41%	—	Apr 2002	LPXZX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	2.47%	—	May 2010	LPXZX vs CPXIX

Lowest Drawdown Alternatives to LPXZX

LPXZX has a 1-year max drawdown of -2.14%. No mutual funds in the Preferred Stock/Convertible Bonds category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -2.39%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	LPXZX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	LPXZX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	LPXZX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	LPXZX vs CPXIX
PFINX	PIMCO Preferred and Capital Securities Fund	-3.09%	—	Apr 2015	LPXZX vs PFINX

Other Mutual Funds from Cohen & Steers

The 10 most viewed Cohen & Steers mutual funds shown here include FOF, CSRIX, CSRSX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	27	9.03%	—	Nov 2006	LPXZX vs FOF
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	23	15.14%	—	Feb 2000	LPXZX vs CSRIX
CSRSX	Cohen & Steers Realty Shares Fund	REIT	22	15.05%	—	Jul 1991	LPXZX vs CSRSX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	75	12.86%	—	Aug 2017	LPXZX vs CSUAX
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	27	14.64%	—	Jul 1998	LPXZX vs CSDIX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Energy Equities	77	13.07%	—	May 2004	LPXZX vs CSUIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	97	32.43%	—	Dec 2013	LPXZX vs MLOZX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	37	10.83%	—	Jan 2012	LPXZX vs RAPZX
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	27	14.62%	—	Oct 2014	LPXZX vs CSZIX
IRFIX	Cohen & Steers International Realty Fund	REIT	7	-0.47%	—	Mar 2005	LPXZX vs IRFIX

Often Compared With LPXZX

Investors most often compare LPXZX with FDFIX, VFIAX, RFI. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	59	10.84%	—	Mar 2017	LPXZX vs FDFIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	65	11.33%	1.70T	Nov 2000	LPXZX vs VFIAX
RFI	Cohen & Steers Total Return Realty Fund	REIT	7	8.36%	—	—	LPXZX vs RFI
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	9	4.39%	—	—	LPXZX vs PTA
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	17	3.60%	—	Mar 2001	LPXZX vs KIFAX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	24	5.00%	—	Jun 2003	LPXZX vs HPS
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	72	18.25%	—	Feb 2009	LPXZX vs FTCVX
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	1.45%	—	Mar 2003	LPXZX vs JPC
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	14	2.63%	—	—	LPXZX vs PSF
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	18	0.52%	—	Jan 1991	LPXZX vs PFD
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	71	16.23%	—	—	LPXZX vs LBFFX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	15	4.07%	—	May 2012	LPXZX vs LDP
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	76	1.84%	—	Mar 2022	LPXZX vs JPDIX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	64	0.42%	—	Jan 2011	LPXZX vs FPEIX
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	74	17.61%	—	Mar 2003	LPXZX vs NCV
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	73	18.44%	—	Feb 2009	LPXZX vs FACVX
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	71	18.20%	—	Feb 2009	LPXZX vs FCCVX
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	30	4.52%	—	Jan 2005	LPXZX vs HPF
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	9	1.06%	—	Apr 2009	LPXZX vs FPF
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	14	3.71%	—	Dec 2021	LPXZX vs NPFD

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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Diversifiers

Pair LPXZX with funds that move differently

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

Explore LPXZX Diversifiers

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