Principal Capital Securities Fund (PCSFX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to PCSFX

PCSFX charges 0.00% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among PCSFX alternatives.

Symbol	Name	Expense Ratio	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	Oct 2, 2018	PCSFX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	Nov 29, 2015	PCSFX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	Jan 5, 1987	PCSFX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	Feb 19, 2009	PCSFX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	Dec 18, 2006	PCSFX vs NPSRX

Best Risk-Adjusted Alternatives to PCSFX

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	—	PCSFX vs LBFFX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	90	Nov 29, 2015	PCSFX vs LPXZX
NPSRX	Nuveen Preferred Securities & Income Fund	90	Dec 18, 2006	PCSFX vs NPSRX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	89	Feb 28, 2019	PCSFX vs PISHX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	87	Apr 11, 2011	PCSFX vs DPIIX

Top Performing PCSFX Alternatives (YTD)

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

Lowest Volatility Alternatives to PCSFX

PCSFX 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	PCSFX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.80%	Apr 11, 2011	PCSFX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.86%	Apr 30, 2002	PCSFX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	3.16%	May 2, 2010	PCSFX vs CPXIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	3.22%	Feb 28, 2019	PCSFX vs PISHX

Lowest Drawdown Alternatives to PCSFX

PCSFX 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	PCSFX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-3.05%	Apr 11, 2011	PCSFX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	-3.18%	Apr 30, 2002	PCSFX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.26%	May 2, 2010	PCSFX vs CPXIX
PFINX	PIMCO Preferred and Capital Securities Fund	-3.43%	Apr 12, 2015	PCSFX vs PFINX

Other Mutual Funds from Principal

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
PCBIX	Principal MidCap Fund Institutional Class	Mid Cap Growth Equities	1	-12.96%	Dec 6, 2000	PCSFX vs PCBIX
PLGIX	Principal LargeCap Growth Fund I	Large Cap Growth Equities	8	-14.91%	Dec 6, 2000	PCSFX vs PLGIX
CMNWX	Principal Capital Appreciation Fund	Large Cap Blend Equities	36	-6.68%	Nov 24, 1986	PCSFX vs CMNWX
PBCKX	Principal Blue Chip Fund	Large Cap Growth Equities	3	-15.72%	Jun 14, 2012	PCSFX vs PBCKX
PSMIX	Principal Global Multi-Strategy Fund	Multistrategy	94	0.60%	Oct 23, 2011	PCSFX vs PSMIX
SACAX	Principal SAM Strategic Growth Portfolio	Diversified Portfolio	45	-3.93%	Jul 24, 1996	PCSFX vs SACAX
PMDIX	Principal Small-MidCap Dividend Income Fund	Mid Cap Value Equities	32	1.44%	Jun 6, 2011	PCSFX vs PMDIX
PQIAX	Principal Equity Income Fund	Large Cap Value Equities	54	-0.22%	May 31, 1939	PCSFX vs PQIAX
PLTNX	Principal LifeTime Hybrid 2055 Fund	Target Retirement Date	57	-4.53%	Sep 29, 2014	PCSFX vs PLTNX
POSIX	Principal Global Real Estate Securities Fund	REIT	15	-0.73%	Sep 30, 2007	PCSFX vs POSIX

Often Compared With PCSFX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SCDGX	DWS Core Equity Fund	Large Cap Blend Equities	40	-7.39%	May 31, 1929	PCSFX vs SCDGX
VMFXX	Vanguard Federal Money Market Fund	Money Market	—	0.59%	Sep 1, 2010	PCSFX vs VMFXX
CICVX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	84	0.23%	Jun 25, 1997	PCSFX vs CICVX
CCVIX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	84	0.22%	Jun 21, 1985	PCSFX vs CCVIX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	11	1.08%	Jun 19, 2003	PCSFX vs HPS
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	14	-4.04%	Apr 1, 2009	PCSFX vs FPF
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	83	1.27%	Feb 19, 2009	PCSFX vs FTCVX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	15	-2.58%	—	PCSFX vs PSF
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	80	-2.48%	Jan 10, 2011	PCSFX vs FPEIX
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	14	-4.85%	Mar 26, 2003	PCSFX vs JPC
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	84	-1.64%	Mar 30, 2022	PCSFX vs JPDIX
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	7	-2.46%	Mar 29, 2001	PCSFX vs KIFAX
PTEAX	Principal Tax-Exempt Bond Fund	Municipal Bonds	39	-1.06%	Jan 2, 1977	PCSFX vs PTEAX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	18	-3.89%	May 1, 2012	PCSFX vs LDP

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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Principal Capital Securities Fund

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