NPSRX Alternatives & Similar Mutual Funds

Nuveen Preferred Securities & Income Fund (NPSRX) 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 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 is 1 mutual fund in the Preferred Stock category with a lower expense ratio, going as low as 0.60%.

Symbol	Name	Expense Ratio	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	NPSRX vs LPXZX
PFINX	PIMCO Preferred and Capital Securities Fund	0.79%	—	Apr 2015	NPSRX vs PFINX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	0.79%	—	Apr 2002	NPSRX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	0.84%	—	May 2010	NPSRX vs CPXIX
FPEIX	First Trust Preferred Securities and Income Fund	1.00%	—	Jan 2011	NPSRX vs FPEIX

Best Risk-Adjusted Alternatives to NPSRX

NPSRX has a PortfoliosLab risk / return rank of 69. There are 5 mutual funds in the Preferred Stock category with higher risk-adjusted ranks, going as high as 82.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	82	—	Apr 2011	NPSRX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	77	—	Feb 2019	NPSRX vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	76	—	Nov 2015	NPSRX vs LPXZX
PCSFX	Principal Capital Securities Fund	74	—	Mar 2014	NPSRX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	73	—	May 2010	NPSRX vs CPXIX

Top Performing NPSRX Alternatives (YTD)

NPSRX is at 0.93% YTD. There are 8 mutual funds in the Preferred Stock category with higher YTD returns, going as high as 4.19%.

Symbol	Name	YTD Return	AUM	Inception
KIFAX	Salient Select Income Fund	4.19%	—	Mar 2001	NPSRX vs KIFAX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	1.85%	—	Feb 2019	NPSRX vs PISHX
PFINX	PIMCO Preferred and Capital Securities Fund	1.81%	—	Apr 2015	NPSRX vs PFINX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.71%	—	Nov 2015	NPSRX vs LPXZX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	1.70%	—	May 2010	NPSRX vs CPXIX

Lowest Volatility Alternatives to NPSRX

NPSRX has 3.08% 1-year volatility. There are 7 mutual funds in the Preferred Stock category with lower 1-year volatility, going as low as 1.94%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.94%	—	Nov 2015	NPSRX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	NPSRX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.18%	—	Mar 2014	NPSRX vs PCSFX
ORDNX	North Square Preferred and Income Securities Fund	2.30%	—	Jun 2013	NPSRX vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.46%	—	Feb 2019	NPSRX vs PISHX

Lowest Drawdown Alternatives to NPSRX

NPSRX has a 1-year max drawdown of -3.30%. There are 8 mutual funds in the Preferred Stock 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
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	NPSRX vs ORDNX
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

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	58	10.32%	—	Jul 1999	NPSRX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	63	10.40%	—	Jan 2007	NPSRX vs QQQX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	10	0.47%	—	Oct 2002	NPSRX vs TILIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	31	8.76%	—	Nov 2005	NPSRX vs SPXX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	2.40%	—	Jun 2003	NPSRX vs JQC
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	85	2.14%	—	Jun 1999	NPSRX vs NHMRX
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	27	5.21%	—	Mar 2006	NPSRX vs NSBRX
NWQIX	Nuveen Flexible Income Fund	Diversified Portfolio	96	5.34%	—	Dec 2009	NPSRX vs NWQIX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	88	1.83%	—	Jan 2013	NPSRX vs NVHIX
NZF	Nuveen Municipal Credit Income Fund	Municipal Bonds	31	1.26%	—	Mar 2001	NPSRX vs NZF

Often Compared With NPSRX

Investors most often compare NPSRX with PSK, PFFA, BAC. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PSK	SPDR ICE Preferred Securities ETF	Preferred Stock	11	-0.90%	691.70M	Sep 2009	NPSRX vs PSK
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock	33	1.89%	2.45B	May 2018	NPSRX vs PFFA
BAC	Bank of America Corporation		85	14.84%	—	—	NPSRX vs BAC
DIVO	Amplify CWP Enhanced Dividend Income ETF	Derivative Income	84	8.84%	7.58B	Dec 2016	NPSRX vs DIVO
BKLN	Invesco Senior Loan ETF	Bank Loan	61	0.85%	6.74B	Mar 2011	NPSRX vs BKLN
NPFI	Nuveen Preferred And Income ETF	Preferred Stock	76	2.09%	174.03M	Mar 2024	NPSRX vs NPFI
SRLN	State Street Blackstone Senior Loan ETF	Bank Loan, High Yield Bonds	63	1.61%	5.34B	Apr 2013	NPSRX vs SRLN
FLAAX	Nuveen All-American Municipal Bond Fund	Municipal Bonds	54	0.04%	—	Oct 1988	NPSRX vs FLAAX
NUV	Nuveen Municipal Value Fund Inc.	Municipal Bonds	60	2.63%	—	Apr 1987	NPSRX vs NUV
FMITX	Nuveen Michigan Municipal Bond Fund	Municipal Bonds	67	-0.16%	—	Jun 1985	NPSRX vs FMITX
JCE	Nuveen Core Equity Alpha Fund	Large Cap Growth Equities	48	9.60%	—	Mar 2007	NPSRX vs JCE
FLNCX	Nuveen North Carolina Municipal Bond Fund	Municipal Bonds	60	-0.22%	—	Mar 1986	NPSRX vs FLNCX
FCVSX	Fidelity Convertible Securities Fund	Convertible Bonds	19	14.46%	—	Jan 1987	NPSRX vs FCVSX
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock	18	0.94%	—	Feb 1992	NPSRX vs PFO
NSCRX	Nuveen Small-Cap Value Opportunities Fund	Small Cap Blend Equities	85	22.32%	—	Dec 2004	NPSRX vs NSCRX
ARSTX	Nuveen Small Cap Select Fund	Small Cap Blend Equities	54	13.88%	—	May 1992	NPSRX vs ARSTX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	55	9.95%	—	Oct 2002	NPSRX vs TRSPX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	41	7.07%	—	Dec 2008	NPSRX vs NELIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	10	4.99%	—	May 2009	NPSRX vs NVLIX
BINC	iShares Flexible Income Active ETF	Multisector Bonds	68	1.28%	16.09B	May 2023	NPSRX vs BINC

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