LPXZX Alternatives & Similar Mutual Funds

Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) 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 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. No mutual funds in the Preferred Stock category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.74%.

Symbol	Name	Expense Ratio	AUM	Inception
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
PPSIX	Principal Spectrum Preferred and Capital Securitie...	0.79%	—	Apr 2002	LPXZX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	0.84%	—	May 2010	LPXZX vs CPXIX
FPEIX	First Trust Preferred Securities and Income Fund	1.00%	—	Jan 2011	LPXZX vs FPEIX

Best Risk-Adjusted Alternatives to LPXZX

LPXZX has a PortfoliosLab risk / return rank of 86. There is 1 mutual fund in the Preferred Stock category with a higher risk-adjusted rank, going as high as 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	86	—	Apr 2011	LPXZX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	85	—	Feb 2019	LPXZX vs PISHX
PCSFX	Principal Capital Securities Fund	77	—	Mar 2014	LPXZX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	77	—	May 2010	LPXZX vs CPXIX
NPSRX	Nuveen Preferred Securities & Income Fund	73	—	Dec 2006	LPXZX vs NPSRX

Top Performing LPXZX Alternatives (YTD)

LPXZX is at 2.14% YTD. There are 2 mutual funds in the Preferred Stock category with higher YTD returns, going as high as 4.67%.

Symbol	Name	YTD Return	AUM	Inception
KIFAX	Salient Select Income Fund	4.67%	—	Mar 2001	LPXZX vs KIFAX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.24%	—	Feb 2019	LPXZX vs PISHX
PFINX	PIMCO Preferred and Capital Securities Fund	1.70%	—	Apr 2015	LPXZX vs PFINX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	1.60%	—	May 2010	LPXZX vs CPXIX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	1.55%	—	Apr 2011	LPXZX vs DPIIX

Lowest Volatility Alternatives to LPXZX

LPXZX has 1.89% 1-year volatility. No mutual funds in the Preferred Stock category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 2.13%.

Symbol	Name	Volatility 1Y	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	LPXZX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.18%	—	Mar 2014	LPXZX vs PCSFX
ORDNX	North Square Preferred and Income Securities Fund	2.30%	—	Jun 2013	LPXZX vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.43%	—	Feb 2019	LPXZX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.48%	—	Apr 2002	LPXZX vs PPSIX

Lowest Drawdown Alternatives to LPXZX

LPXZX has a 1-year max drawdown of -2.14%. No mutual funds in the Preferred Stock 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
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	LPXZX vs ORDNX
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

Other Mutual Funds from Cohen & Steers

The 10 most viewed Cohen & Steers mutual funds shown here include FOF, CSRIX, CSRSX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	27	7.58%	—	Nov 2006	LPXZX vs FOF
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	44	17.94%	—	Feb 2000	LPXZX vs CSRIX
CSRSX	Cohen & Steers Realty Shares Fund	REIT	43	17.83%	—	Jul 1991	LPXZX vs CSRSX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	79	12.43%	—	Aug 2017	LPXZX vs CSUAX
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	48	17.03%	—	Jul 1998	LPXZX vs CSDIX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	65	13.68%	—	Jan 2012	LPXZX vs RAPZX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	—	—	—	Dec 2013	LPXZX vs MLOZX
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	47	17.01%	—	Oct 2014	LPXZX vs CSZIX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Infrastructure Equities, Energy Equities	80	12.65%	—	May 2004	LPXZX vs CSUIX
IRFIX	Cohen & Steers International Realty Fund	REIT	17	3.65%	—	Mar 2005	LPXZX vs IRFIX

Often Compared With LPXZX

Investors most often compare LPXZX with FDFIX, VFIAX, RFI. These 20 comparison targets span 5 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	9.08%	—	Mar 2017	LPXZX vs FDFIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	63	9.33%	1.70T	Nov 2000	LPXZX vs VFIAX
RFI	Cohen & Steers Total Return Realty Fund	REIT	11	9.31%	—	—	LPXZX vs RFI
HPS	John Hancock Preferred Income Fund III	Preferred Stock	23	4.05%	—	Jun 2003	LPXZX vs HPS
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock	6	2.24%	—	—	LPXZX vs PTA
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	49	13.75%	—	Feb 2009	LPXZX vs FTCVX
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock	12	0.17%	—	Mar 2003	LPXZX vs JPC
CCVIX	Calamos Convertible Fund	Convertible Bonds	70	17.57%	—	Jun 1985	LPXZX vs CCVIX
LBFFX	Lord Abbett Convertible Fund Class F	Convertible Bonds	50	11.96%	—	—	LPXZX vs LBFFX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	52	13.96%	—	Feb 2009	LPXZX vs FACVX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock	7	0.34%	—	—	LPXZX vs PSF
FCVSX	Fidelity Convertible Securities Fund	Convertible Bonds	23	14.49%	—	Jan 1987	LPXZX vs FCVSX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock	20	-0.63%	—	Jan 1991	LPXZX vs PFD
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock	83	1.84%	—	Mar 2022	LPXZX vs JPDIX
NCV	Virtus Convertible and Income Fund	Convertible Bonds	75	17.13%	—	Mar 2003	LPXZX vs NCV
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock	9	1.07%	—	Dec 2021	LPXZX vs NPFD
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	54	14.14%	—	Oct 2018	LPXZX vs FIQVX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock	9	1.56%	—	May 2012	LPXZX vs LDP
CICVX	Calamos Convertible Fund	Convertible Bonds	72	17.72%	—	Jun 1997	LPXZX vs CICVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	53	14.07%	—	Feb 2009	LPXZX vs FICVX

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