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PIMCO Preferred and Capital Securities Fund (PFINX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The investment seeks maximum total return, consistent with prudent investment management. The fund invests at least 80% of its assets in a diversified portfolio of preferred securities and Capital Securities. "Capital Securities" include securities issued by U.S. and non-U.S. financial institutions that can be used to satisfy their regulatory capital requirements. It will invest under normal circumstances at least 25% of its net assets in preferred securities. The fund may invest up to 20% of its total assets in common stock. It may also invest in contingent convertible securities.

Looking to diversify beyond PFINX? The mutual funds below have the lowest correlation with PFINX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from PFINX.

Best Diversifiers for PFINX

9 mutual funds have low correlation with PFINX (below 0.3), 1 of which are negatively correlated. The least correlated is PIMCO Commodity Real Return Strategy Fund (PCRIX) (Commodities) with a 1Y correlation of -0.24, down from 0.12 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
PCRIX
PIMCO Commodity Real Return Strategy Fund-0.240.050.12
75
CommoditiesPFINX vs PCRIX
LBFFX
Lord Abbett Convertible Fund Class F0.230.310.34
88
Preferred Stock/Convertible BondsPFINX vs LBFFX
FCCVX
Fidelity Advisor Convertible Securities Fund Class...0.260.340.36
88
Preferred Stock/Convertible BondsPFINX vs FCCVX
FIQVX
Fidelity Advisor Convertible Securities Fund Class...0.260.340.36
90
Preferred Stock/Convertible BondsPFINX vs FIQVX
FICVX
Fidelity Advisor Convertible Securities Fund Class...0.260.340.36
90
Preferred Stock/Convertible BondsPFINX vs FICVX
See all 19 diversifiers for PFINX

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Diversification Analysis

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