PFINX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to PFINX

PFINX charges 0.79% annually. There are 5 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.59%.

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

Best Risk-Adjusted Alternatives to PFINX

PFINX has a PortfoliosLab risk / return rank of 74. There are 14 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
CICVX	Calamos Convertible Fund	91	—	Jun 1997	PFINX vs CICVX
CCVIX	Calamos Convertible Fund	91	—	Jun 1985	PFINX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	90	—	Oct 2018	PFINX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	90	—	Feb 2009	PFINX vs FICVX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	89	—	Feb 2009	PFINX vs FACVX

Top Performing PFINX Alternatives (YTD)

PFINX is at 1.82% YTD. There are 12 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 26.40%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	26.40%	—	Jun 1997	PFINX vs CICVX
CCVIX	Calamos Convertible Fund	26.29%	—	Jun 1985	PFINX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	25.47%	—	Oct 2018	PFINX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	25.40%	—	Jan 1987	PFINX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	25.40%	—	Feb 2009	PFINX vs FICVX

Lowest Volatility Alternatives to PFINX

PFINX has 3.26% 1-year volatility. There are 8 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.85%	—	Nov 2015	PFINX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.12%	—	Apr 2011	PFINX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.12%	—	Mar 2014	PFINX vs PCSFX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.39%	—	Apr 2002	PFINX vs PPSIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	PFINX vs PISHX

Lowest Drawdown Alternatives to PFINX

PFINX has a 1-year max drawdown of -3.09%. There are 5 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	PFINX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	PFINX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	PFINX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	PFINX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	PFINX vs CPXIX

Other Mutual Funds from PIMCO

The 10 most viewed PIMCO mutual funds shown here include PIMIX, PONAX, PTTRX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PIMIX	PIMCO Income Fund Institutional Class	Total Bond Market	45	1.00%	—	Mar 2007	PFINX vs PIMIX
PONAX	PIMCO Income Fund Class A	Multisector Bonds	41	0.83%	—	Apr 2007	PFINX vs PONAX
PTTRX	PIMCO Total Return Fund Institutional Class	Total Bond Market	30	0.64%	—	—	PFINX vs PTTRX
PCN	PIMCO Corporate & Income Strategy Fund	Multisector Bonds	3	-4.37%	—	Dec 2001	PFINX vs PCN
PONPX	PIMCO Income Fund Class I-2	Total Bond Market	44	0.96%	—	—	PFINX vs PONPX
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio	47	10.35%	—	Aug 2007	PFINX vs PSLDX
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	6	-4.15%	—	Oct 2004	PFINX vs PFN
PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	Global Bonds	9	0.12%	—	Dec 1992	PFINX vs PFORX
PISIX	PIMCO StocksPLUS International Fund (U.S. Dollar-H...	Foreign Large Cap Equities	25	9.70%	—	Oct 2003	PFINX vs PISIX
PCRIX	PIMCO Commodity Real Return Strategy Fund	Commodities	75	26.86%	—	Jun 2002	PFINX vs PCRIX

Often Compared With PFINX

Investors most often compare PFINX with SCHD, FPEIX, LBFFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	PFINX vs SCHD
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	72	0.36%	—	Jan 2011	PFINX vs FPEIX
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	88	22.45%	—	—	PFINX vs LBFFX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	18	-0.69%	—	Jan 1991	PFINX vs PFD
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	78	1.39%	—	Mar 2022	PFINX vs JPDIX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	17	4.49%	—	Jun 2003	PFINX vs HPS
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	15	-0.51%	—	Feb 1992	PFINX vs PFO
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	10	0.29%	—	May 2012	PFINX vs LDP
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	12	-0.27%	—	—	PFINX vs PSF
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	8	4.21%	—	—	PFINX vs PTA
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	15	2.38%	—	Aug 2002	PFINX vs HPI
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	14	1.60%	—	Mar 2001	PFINX vs KIFAX
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	21	2.64%	—	Jan 2005	PFINX vs HPF
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	88	24.86%	—	Feb 2009	PFINX vs FCCVX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	89	25.12%	—	Feb 2009	PFINX vs FTCVX
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	14	3.06%	—	Dec 2021	PFINX vs NPFD
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	0.12%	—	Mar 2003	PFINX vs JPC
PMJIX	PIMCO RAE US Small Fund	Small Cap Value Equities	67	19.26%	—	Jun 2015	PFINX vs PMJIX
FPFD	Fidelity Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds	59	0.73%	83.35M	Jun 2021	PFINX vs FPFD
ORDNX	North Square Preferred and Income Securities Fund	Large Cap Blend Equities	72	1.42%	—	Jun 2013	PFINX vs ORDNX

Compare PFINX with Any Fund or Stock

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

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Diversifiers

Pair PFINX with funds that move differently

PIMCO Preferred and Capital Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFINX.

Explore PFINX Diversifiers

PIMCO Preferred and Capital Securities Fund (PFINX) Alternatives