PCSFX Alternatives & Similar Mutual Funds

Principal Capital Securities Fund (PCSFX) 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 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 category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.60%.

Symbol	Name	Expense Ratio	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	PCSFX vs LPXZX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	PCSFX vs NPSRX
PFINX	PIMCO Preferred and Capital Securities Fund	0.79%	—	Apr 2015	PCSFX vs PFINX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	0.79%	—	Apr 2002	PCSFX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	0.84%	—	May 2010	PCSFX vs CPXIX

Best Risk-Adjusted Alternatives to PCSFX

PCSFX has a PortfoliosLab risk / return rank of 77. There are 3 mutual funds in the Preferred Stock category with higher risk-adjusted ranks, going as high as 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
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
PISHX	Cohen & Steers Preferred Securities and Income SMA...	85	—	Feb 2019	PCSFX vs PISHX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	77	—	May 2010	PCSFX vs CPXIX
NPSRX	Nuveen Preferred Securities & Income Fund	73	—	Dec 2006	PCSFX vs NPSRX

Top Performing PCSFX Alternatives (YTD)

PCSFX is at 1.37% YTD. There are 6 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	PCSFX vs KIFAX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.24%	—	Feb 2019	PCSFX vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	2.14%	—	Nov 2015	PCSFX vs LPXZX
PFINX	PIMCO Preferred and Capital Securities Fund	1.70%	—	Apr 2015	PCSFX vs PFINX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	1.60%	—	May 2010	PCSFX vs CPXIX

Lowest Volatility Alternatives to PCSFX

PCSFX has 2.18% 1-year volatility. There are 2 mutual funds in the Preferred Stock category with lower 1-year volatility, going as low as 1.89%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.89%	—	Nov 2015	PCSFX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	PCSFX vs DPIIX
ORDNX	North Square Preferred and Income Securities Fund	2.30%	—	Jun 2013	PCSFX vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.43%	—	Feb 2019	PCSFX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.48%	—	Apr 2002	PCSFX vs PPSIX

Lowest Drawdown Alternatives to PCSFX

PCSFX has a 1-year max drawdown of -2.97%. There are 4 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	PCSFX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	PCSFX vs DPIIX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	PCSFX vs ORDNX
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

Other Mutual Funds from Principal

The 10 most viewed Principal mutual funds shown here include PCBIX, PLSAX, PLGIX 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	-3.74%	—	Dec 2000	PCSFX vs PCBIX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	60	9.18%	—	Feb 2001	PCSFX vs PLSAX
PLGIX	Principal LargeCap Growth Fund I	Large Cap Growth Equities	5	-1.62%	—	Dec 2000	PCSFX vs PLGIX
PMAQX	Principal MidCap R6	Mid Cap Growth Equities	1	-3.68%	—	Nov 2016	PCSFX vs PMAQX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	49	8.75%	—	Feb 2008	PCSFX vs LTFIX
CMNWX	Principal Capital Appreciation Fund	Large Cap Blend Equities	42	8.06%	—	Nov 1986	PCSFX vs CMNWX
PBCKX	Principal Blue Chip Fund	Large Cap Growth Equities	2	-2.47%	—	Jun 2012	PCSFX vs PBCKX
PSMIX	Principal Global Multi-Strategy Fund	Multistrategy	97	5.75%	—	Oct 2011	PCSFX vs PSMIX
LTRIX	Principal LifeTime 2045 Fund	Target Retirement Date	49	7.81%	—	Feb 2008	PCSFX vs LTRIX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	49	6.90%	—	Feb 2001	PCSFX vs PTDIX

Often Compared With PCSFX

Investors most often compare PCSFX with SCDGX, CICVX, FACVX. 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	63	10.41%	—	May 1929	PCSFX vs SCDGX
CICVX	Calamos Convertible Fund	Convertible Bonds	72	17.72%	—	Jun 1997	PCSFX vs CICVX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	52	13.96%	—	Feb 2009	PCSFX vs FACVX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	54	14.14%	—	Oct 2018	PCSFX vs FIQVX
VMFXX	Vanguard Federal Money Market Fund	Money Market	—	1.80%	0.00	Jul 1981	PCSFX vs VMFXX
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock	6	2.24%	—	—	PCSFX vs PTA
FCVSX	Fidelity Convertible Securities Fund	Convertible Bonds	23	14.49%	—	Jan 1987	PCSFX vs FCVSX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock	9	1.56%	—	May 2012	PCSFX vs LDP
NCV	Virtus Convertible and Income Fund	Convertible Bonds	75	17.13%	—	Mar 2003	PCSFX vs NCV
HPS	John Hancock Preferred Income Fund III	Preferred Stock	23	4.05%	—	Jun 2003	PCSFX vs HPS
CCVIX	Calamos Convertible Fund	Convertible Bonds	70	17.57%	—	Jun 1985	PCSFX vs CCVIX
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock	17	0.83%	—	Feb 1992	PCSFX vs PFO
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock	83	1.84%	—	Mar 2022	PCSFX vs JPDIX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	53	14.07%	—	Feb 2009	PCSFX vs FICVX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock	7	0.34%	—	—	PCSFX vs PSF
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock	12	0.17%	—	Mar 2003	PCSFX vs JPC
LBFFX	Lord Abbett Convertible Fund Class F	Convertible Bonds	50	11.96%	—	—	PCSFX vs LBFFX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock	20	-0.63%	—	Jan 1991	PCSFX vs PFD
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	49	13.75%	—	Feb 2009	PCSFX vs FTCVX
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	50	13.69%	—	Feb 2009	PCSFX vs FCCVX

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