PCSFX Alternatives & Similar Mutual Funds

Principal Capital Securities Fund (PCSFX) 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 PCSFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PCSFX

PCSFX charges 0.00% annually. No mutual funds in the Preferred Stock/Convertible Bonds category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.59%.

Symbol	Name	Expense Ratio	AUM	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	PCSFX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	PCSFX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	PCSFX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	PCSFX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	PCSFX vs NPSRX

Best Risk-Adjusted Alternatives to PCSFX

PCSFX has a PortfoliosLab risk / return rank of 78. There are 6 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	PCSFX vs PISHX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	86	—	Apr 2011	PCSFX vs DPIIX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	PCSFX vs LPXZX
CICVX	Calamos Convertible Fund	84	—	Jun 1997	PCSFX vs CICVX
CCVIX	Calamos Convertible Fund	83	—	Jun 1985	PCSFX vs CCVIX

Top Performing PCSFX Alternatives (YTD)

PCSFX is at 1.78% YTD. There are 16 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	PCSFX vs CICVX
CCVIX	Calamos Convertible Fund	22.30%	—	Jun 1985	PCSFX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	18.62%	—	Oct 2018	PCSFX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	18.58%	—	Jan 1987	PCSFX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	18.57%	—	Feb 2009	PCSFX vs FICVX

Lowest Volatility Alternatives to PCSFX

PCSFX has 2.14% 1-year volatility. There are 2 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	PCSFX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.12%	—	Apr 2011	PCSFX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	PCSFX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.41%	—	Apr 2002	PCSFX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	2.47%	—	May 2010	PCSFX vs CPXIX

Lowest Drawdown Alternatives to PCSFX

PCSFX has a 1-year max drawdown of -2.97%. There are 3 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	PCSFX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	PCSFX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	PCSFX vs PISHX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	PCSFX vs CPXIX
PFINX	PIMCO Preferred and Capital Securities Fund	-3.09%	—	Apr 2015	PCSFX vs PFINX

Other Mutual Funds from Principal

The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PCBIX	Principal MidCap Fund Institutional Class	Mid Cap Growth Equities	1	-4.18%	—	Dec 2000	PCSFX vs PCBIX
PLGIX	Principal LargeCap Growth Fund I	Large Cap Growth Equities	7	2.74%	—	Dec 2000	PCSFX vs PLGIX
CMNWX	Principal Capital Appreciation Fund	Large Cap Blend Equities	50	10.49%	—	Nov 1986	PCSFX vs CMNWX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	42	9.10%	—	Feb 2008	PCSFX vs LTFIX
PBCKX	Principal Blue Chip Fund	Large Cap Growth Equities	3	-1.15%	—	Jun 2012	PCSFX vs PBCKX
PSMIX	Principal Global Multi-Strategy Fund	Multistrategy	96	5.67%	—	Oct 2011	PCSFX vs PSMIX
SACAX	Principal SAM Strategic Growth Portfolio	Diversified Portfolio	54	11.40%	—	Jul 1996	PCSFX vs SACAX
PMTIX	Principal LifeTime 2030 Fund	Target Retirement Date	44	5.60%	—	Feb 2001	PCSFX vs PMTIX
LTRIX	Principal LifeTime 2045 Fund	Target Retirement Date	42	8.20%	—	Feb 2008	PCSFX vs LTRIX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	42	7.32%	—	Feb 2001	PCSFX vs PTDIX

Often Compared With PCSFX

Investors most often compare PCSFX with SCDGX, FACVX, VMFXX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCDGX	DWS Core Equity Fund	Large Cap Blend Equities	56	10.66%	—	May 1929	PCSFX vs SCDGX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	73	18.44%	—	Feb 2009	PCSFX vs FACVX
VMFXX	Vanguard Federal Money Market Fund	Money Market	—	1.80%	0.00	Jul 1981	PCSFX vs VMFXX
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	17	3.60%	—	Mar 2001	PCSFX vs KIFAX
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	9	4.39%	—	—	PCSFX vs PTA
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	15	4.07%	—	May 2012	PCSFX vs LDP
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	74	17.61%	—	Mar 2003	PCSFX vs NCV
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	24	5.00%	—	Jun 2003	PCSFX vs HPS
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	17	0.87%	—	Feb 1992	PCSFX vs PFO
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	14	2.63%	—	—	PCSFX vs PSF
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	76	1.84%	—	Mar 2022	PCSFX vs JPDIX
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	71	16.23%	—	—	PCSFX vs LBFFX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	18	0.52%	—	Jan 1991	PCSFX vs PFD
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	1.45%	—	Mar 2003	PCSFX vs JPC
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	72	18.25%	—	Feb 2009	PCSFX vs FTCVX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	64	0.42%	—	Jan 2011	PCSFX vs FPEIX
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	71	18.20%	—	Feb 2009	PCSFX vs FCCVX
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	9	1.06%	—	Apr 2009	PCSFX vs FPF
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	30	4.52%	—	Jan 2005	PCSFX vs HPF
PQIAX	Principal Equity Income Fund	Large Cap Value Equities	71	11.03%	—	May 1939	PCSFX vs PQIAX

Compare PCSFX with Any Fund or Stock

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

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Diversifiers

Pair PCSFX with funds that move differently

Principal Capital Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCSFX.

Explore PCSFX Diversifiers

Principal Capital Securities Fund (PCSFX) Alternatives