NPSRX Alternatives & Similar Mutual Funds

Nuveen Preferred Securities & Income Fund (NPSRX) 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 NPSRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to NPSRX

NPSRX charges 0.74% annually. There are 4 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.59%.

Symbol	Name	Expense Ratio	AUM	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	NPSRX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	NPSRX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	NPSRX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	NPSRX vs FICVX
PFINX	PIMCO Preferred and Capital Securities Fund	0.79%	—	Apr 2015	NPSRX vs PFINX

Best Risk-Adjusted Alternatives to NPSRX

NPSRX has a PortfoliosLab risk / return rank of 73. There are 9 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	NPSRX vs PISHX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	86	—	Apr 2011	NPSRX vs DPIIX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	NPSRX vs LPXZX
CICVX	Calamos Convertible Fund	84	—	Jun 1997	NPSRX vs CICVX
CCVIX	Calamos Convertible Fund	83	—	Jun 1985	NPSRX vs CCVIX

Top Performing NPSRX Alternatives (YTD)

NPSRX is at 1.04% YTD. There are 18 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	NPSRX vs CICVX
CCVIX	Calamos Convertible Fund	22.30%	—	Jun 1985	NPSRX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	18.62%	—	Oct 2018	NPSRX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	18.58%	—	Jan 1987	NPSRX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	18.57%	—	Feb 2009	NPSRX vs FICVX

Lowest Volatility Alternatives to NPSRX

NPSRX has 3.00% 1-year volatility. There are 6 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	NPSRX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.12%	—	Apr 2011	NPSRX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	NPSRX vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	NPSRX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.41%	—	Apr 2002	NPSRX vs PPSIX

Lowest Drawdown Alternatives to NPSRX

NPSRX has a 1-year max drawdown of -3.30%. There are 7 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	NPSRX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	NPSRX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	NPSRX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	NPSRX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	NPSRX vs CPXIX

Other Mutual Funds from Nuveen

The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, TILIX and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	63	11.62%	—	Jul 1999	NPSRX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	64	11.14%	—	Jan 2007	NPSRX vs QQQX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	19	5.24%	—	Oct 2002	NPSRX vs TILIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	19	6.85%	—	Nov 2005	NPSRX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	79	3.88%	—	Jun 1999	NPSRX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	1.77%	—	Jun 2003	NPSRX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	16	3.86%	—	Mar 2006	NPSRX vs NSBRX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	14	8.29%	—	May 2009	NPSRX vs NVLIX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	77	2.42%	—	Jan 2013	NPSRX vs NVHIX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	79	20.62%	—	Dec 1987	NPSRX vs FASEX

Often Compared With NPSRX

Investors most often compare NPSRX with PSK, PFFA, BAC. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PSK	SPDR ICE Preferred Securities ETF	Preferred Stock/Convertible Bonds	11	-0.74%	702.10M	Sep 2009	NPSRX vs PSK
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds	34	1.63%	2.45B	May 2018	NPSRX vs PFFA
BAC	Bank of America Corporation		79	10.16%	—	—	NPSRX vs BAC
DIVO	Amplify CWP Enhanced Dividend Income ETF	Derivative Income	69	7.22%	7.30B	Dec 2016	NPSRX vs DIVO
BKLN	Invesco Senior Loan ETF	Bank Loan	47	0.36%	7.19B	Mar 2011	NPSRX vs BKLN
SRLN	State Street Blackstone Senior Loan ETF	Bank Loan, High Yield Bonds	53	1.23%	5.30B	Apr 2013	NPSRX vs SRLN
NPFI	Nuveen Preferred And Income ETF	Preferred Stock/Convertible Bonds	79	2.15%	168.85M	Mar 2024	NPSRX vs NPFI
FLAAX	Nuveen All-American Municipal Bond Fund	Municipal Bonds	60	1.44%	—	Oct 1988	NPSRX vs FLAAX
NUV	Nuveen Municipal Value Fund Inc.	Municipal Bonds	57	3.40%	—	Apr 1987	NPSRX vs NUV
FMITX	Nuveen Michigan Municipal Bond Fund	Municipal Bonds	74	1.48%	—	Jun 1985	NPSRX vs FMITX
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	17	0.87%	—	Feb 1992	NPSRX vs PFO
FLNCX	Nuveen North Carolina Municipal Bond Fund	Municipal Bonds	68	1.53%	—	Mar 1986	NPSRX vs FLNCX
BINC	iShares Flexible Income Active ETF	Multisector Bonds	71	1.13%	16.07B	May 2023	NPSRX vs BINC
ARSTX	Nuveen Small Cap Select Fund	Small Cap Blend Equities	47	15.43%	—	May 1992	NPSRX vs ARSTX
JCE	Nuveen Core Equity Alpha Fund	Large Cap Growth Equities	33	7.90%	—	Mar 2007	NPSRX vs JCE
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	63	11.18%	—	Oct 2002	NPSRX vs TRSPX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	51	8.13%	—	Dec 2008	NPSRX vs NELIX
PYLD	PIMCO Multisector Bond Active Exchange-Traded Fund	Multisector Bonds	70	1.13%	14.71B	Jun 2023	NPSRX vs PYLD
NSCRX	Nuveen Small-Cap Value Opportunities Fund	Small Cap Blend Equities	70	21.78%	—	Dec 2004	NPSRX vs NSCRX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	24	5.00%	—	Jun 2003	NPSRX vs HPS

Compare NPSRX with Any Fund or Stock

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

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Diversifiers

Pair NPSRX with funds that move differently

Nuveen Preferred Securities & Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NPSRX.

Explore NPSRX Diversifiers

Nuveen Preferred Securities & Income Fund (NPSRX) Alternatives