Nuveen Preferred Securities & Income Fund (NPSRX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to NPSRX

NPSRX charges 0.74% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among NPSRX alternatives.

Symbol	Name	Expense Ratio	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	Oct 2, 2018	NPSRX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	Nov 29, 2015	NPSRX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	Jan 5, 1987	NPSRX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	Feb 19, 2009	NPSRX vs FICVX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	0.79%	Apr 30, 2002	NPSRX vs PPSIX

Best Risk-Adjusted Alternatives to NPSRX

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	—	NPSRX vs LBFFX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	90	Nov 29, 2015	NPSRX vs LPXZX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	89	Feb 28, 2019	NPSRX vs PISHX
PCSFX	Principal Capital Securities Fund	88	Mar 13, 2014	NPSRX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	87	Apr 11, 2011	NPSRX vs DPIIX

Top Performing NPSRX Alternatives (YTD)

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

Lowest Volatility Alternatives to NPSRX

NPSRX 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	NPSRX vs LPXZX
PCSFX	Principal Capital Securities Fund	2.66%	Mar 13, 2014	NPSRX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.80%	Apr 11, 2011	NPSRX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.86%	Apr 30, 2002	NPSRX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	3.16%	May 2, 2010	NPSRX vs CPXIX

Lowest Drawdown Alternatives to NPSRX

NPSRX 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	NPSRX vs LPXZX
PCSFX	Principal Capital Securities Fund	-2.97%	Mar 13, 2014	NPSRX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-3.05%	Apr 11, 2011	NPSRX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	-3.18%	Apr 30, 2002	NPSRX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.26%	May 2, 2010	NPSRX vs CPXIX

Other Mutual Funds from Nuveen

Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	Large Cap Growth Equities	71	-4.39%	Jan 30, 2007	NPSRX vs QQQX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	9	-9.14%	Nov 23, 2005	NPSRX vs SPXX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	9	0.13%	Jun 26, 2003	NPSRX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	23	-4.17%	Mar 28, 2006	NPSRX vs NSBRX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	15	-0.75%	Jun 6, 1999	NPSRX vs NHMRX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	49	2.64%	Dec 22, 1987	NPSRX vs FASEX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	28	-0.04%	Jan 31, 2013	NPSRX vs NVHIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	11	-14.74%	May 15, 2009	NPSRX vs NVLIX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	47	-4.35%	Dec 29, 2008	NPSRX vs NELIX
FARCX	Nuveen Real Estate Securities Fund	REIT	13	2.69%	Jun 30, 1995	NPSRX vs FARCX

Often Compared With NPSRX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
PSK	SPDR ICE Preferred Securities ETF	Preferred Stock/Convertible Bonds	18	-1.59%	Sep 16, 2009	NPSRX vs PSK
BAC	Bank of America Corporation		65	-10.86%	—	NPSRX vs BAC
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds, Actively Managed	30	-3.22%	May 15, 2018	NPSRX vs PFFA
DIVO	Amplify CWP Enhanced Dividend Income ETF	Derivative Income	80	2.01%	Dec 13, 2016	NPSRX vs DIVO
BKLN	Invesco Senior Loan ETF	High Yield Bonds	79	-1.27%	Mar 3, 2011	NPSRX vs BKLN
SRLN	SPDR Blackstone Senior Loan ETF	High Yield Bonds	71	-1.58%	Apr 3, 2013	NPSRX vs SRLN
NPFI	Nuveen Preferred And Income ETF	Preferred Stock/Convertible Bonds	88	-0.72%	Mar 5, 2024	NPSRX vs NPFI
BINC	iShares Flexible Income Active ETF	Multisector Bonds	84	-0.78%	May 19, 2023	NPSRX vs BINC
PYLD	PIMCO ETF Trust - PIMCO Multisector Bond Active Ex...	Multisector Bonds	83	-0.92%	Jun 21, 2023	NPSRX vs PYLD
FLAAX	Nuveen All-American Municipal Bond Fund	Municipal Bonds	20	-0.81%	Oct 2, 1988	NPSRX vs FLAAX
JCE	Nuveen Core Equity Alpha Fund	Large Cap Growth Equities	28	-5.16%	Mar 27, 2007	NPSRX vs JCE
FMITX	Nuveen Michigan Municipal Bond Fund	Municipal Bonds	27	-0.98%	Jun 26, 1985	NPSRX vs FMITX
FVATX	Nuveen Virginia Municipal Bond Fund	Municipal Bonds	26	-0.77%	Mar 26, 1986	NPSRX vs FVATX
JFR	Nuveen Floating Rate Income Fund	High Yield Bonds	6	-0.82%	Mar 24, 2004	NPSRX vs JFR
CICVX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	84	0.23%	Jun 25, 1997	NPSRX vs CICVX
JGH	Nuveen Global High Income Fund	High Yield Bonds	11	-0.69%	Nov 24, 2014	NPSRX vs JGH
NRK	Nuveen New York AMT Free Quality Municipal Income	Municipal Bonds	39	3.25%	Nov 21, 2002	NPSRX vs NRK
NUV	Nuveen Municipal Value Fund Inc.	Municipal Bonds	54	0.29%	Apr 8, 1987	NPSRX vs NUV
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	40	-7.12%	Oct 1, 2002	NPSRX vs TRSPX
ARSTX	Nuveen Small Cap Select Fund	Small Cap Blend Equities	26	-3.98%	May 6, 1992	NPSRX vs ARSTX

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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Nuveen Preferred Securities & Income Fund

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