PFD Alternatives & Similar Mutual Funds

Flaherty & Crumrine Preferred Income Fund (PFD) 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 PFD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PFD

PFD charges 1.29% annually. There are 15 mutual funds in the Preferred Stock category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
HPS	John Hancock Preferred Income Fund III	0.01%	—	Jun 2003	PFD vs HPS
HPF	John Hancock Preferred Income Fund II	0.01%	—	Jan 2005	PFD vs HPF
HPI	John Hancock Preferred Income Fund	0.01%	—	Aug 2002	PFD vs HPI
JPC	Nuveen Preferred and Income Opportunities Fund	0.01%	—	Mar 2003	PFD vs JPC
LDP	Cohen and Steers Limited Duration Preferred and In...	0.01%	—	May 2012	PFD vs LDP

Best Risk-Adjusted Alternatives to PFD

PFD has a PortfoliosLab risk / return rank of 20. There are 15 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	PFD vs DPIIX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	PFD vs LPXZX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	85	—	Feb 2019	PFD vs PISHX
JPDIX	JPMorgan Preferred and Income Securities Fund	83	—	Mar 2022	PFD vs JPDIX
PCSFX	Principal Capital Securities Fund	77	—	Mar 2014	PFD vs PCSFX

Top Performing PFD Alternatives (YTD)

PFD is at -0.63% YTD. There are 21 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	PFD vs KIFAX
HPF	John Hancock Preferred Income Fund II	4.06%	—	Jan 2005	PFD vs HPF
HPS	John Hancock Preferred Income Fund III	4.05%	—	Jun 2003	PFD vs HPS
HPI	John Hancock Preferred Income Fund	3.74%	—	Aug 2002	PFD vs HPI
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	2.24%	—	—	PFD vs PTA

Lowest Volatility Alternatives to PFD

PFD has 8.69% 1-year volatility. There are 16 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	PFD vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	PFD vs DPIIX
PCSFX	Principal Capital Securities Fund	2.18%	—	Mar 2014	PFD vs PCSFX
ORDNX	North Square Preferred and Income Securities Fund	2.30%	—	Jun 2013	PFD vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.43%	—	Feb 2019	PFD vs PISHX

Lowest Drawdown Alternatives to PFD

PFD has a 1-year max drawdown of -8.05%. There are 16 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	PFD vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	PFD vs DPIIX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	PFD vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	PFD vs PISHX
JPDIX	JPMorgan Preferred and Income Securities Fund	-2.92%	—	Mar 2022	PFD vs JPDIX

Other Mutual Funds from Flaherty & Crumrine

The 2 most viewed Flaherty & Crumrine mutual funds shown here include FLC, PFO and span 2 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FLC	Flaherty & Crumrine Total Return Fund Inc	Financials Equities	15	-0.52%	—	Aug 2003	PFD vs FLC
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock	17	0.83%	—	Feb 1992	PFD vs PFO

Often Compared With PFD

Investors most often compare PFD with LBFFX, PFFA, FICVX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LBFFX	Lord Abbett Convertible Fund Class F	Convertible Bonds	50	11.96%	—	—	PFD vs LBFFX
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock	29	1.20%	2.45B	May 2018	PFD vs PFFA
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	53	14.07%	—	Feb 2009	PFD vs FICVX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	49	13.75%	—	Feb 2009	PFD vs FTCVX
CCVIX	Calamos Convertible Fund	Convertible Bonds	70	17.57%	—	Jun 1985	PFD vs CCVIX
NCV	Virtus Convertible and Income Fund	Convertible Bonds	75	17.13%	—	Mar 2003	PFD vs NCV
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	50	13.69%	—	Feb 2009	PFD vs FCCVX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock	77	1.60%	—	May 2010	PFD vs CPXIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock	53	0.64%	—	Apr 2002	PFD vs PPSIX
CICVX	Calamos Convertible Fund	Convertible Bonds	72	17.72%	—	Jun 1997	PFD vs CICVX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	54	14.14%	—	Oct 2018	PFD vs FIQVX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock	73	0.35%	—	Dec 2006	PFD vs NPSRX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock	68	1.70%	—	Apr 2015	PFD vs PFINX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	52	13.96%	—	Feb 2009	PFD vs FACVX
FCVSX	Fidelity Convertible Securities Fund	Convertible Bonds	23	14.49%	—	Jan 1987	PFD vs FCVSX
HDIV.TO	Hamilton Enhanced Canadian Covered Call ETF	Derivative Income	95	18.30%	1.79B	Jul 2021	PFD vs HDIV.TO
RCDC.TO	RBC Canadian Dividend Covered Call ETF	Derivative Income	97	18.15%	—	Jan 2023	PFD vs RCDC.TO
ETHY.TO	Purpose Ether Yield ETF - ETF Units	Cryptocurrency, Derivative Income, Options Trading, Actively Managed	3	-44.63%	87.70M	Dec 2021	PFD vs ETHY.TO
EQCC.TO	Global X All-Equity Asset Allocation Covered Call ...	Derivative Income	80	12.13%	—	May 2024	PFD vs EQCC.TO
PDIV.TO	Purpose Enhanced Dividend Fund ETF	Dividend	94	11.04%	235.10M	Jan 2018	PFD vs PDIV.TO

Compare PFD with Any Fund or Stock

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

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Diversifiers

Pair PFD with funds that move differently

Flaherty & Crumrine Preferred Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFD.

Explore PFD Diversifiers

Flaherty & Crumrine Preferred Income Fund (PFD) Alternatives