PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

PIMCO Preferred and Capital Securities Fund (PFINX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 24, 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

4 mutual funds have low correlation with PFINX (below 0.3), 0 of which are negatively correlated. The least correlated is Lord Abbett Convertible Fund Class F (LBFFX) (Preferred Stock/Convertible Bonds) with a 1Y correlation of 0.27, roughly unchanged from 0.34 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
LBFFX
Lord Abbett Convertible Fund Class F0.270.320.34
82
Preferred Stock/Convertible BondsPFINX vs LBFFX
FTCVX
Fidelity Advisor Convertible Securities Fund Class...0.300.340.36
85
Preferred Stock/Convertible BondsPFINX vs FTCVX
FICVX
Fidelity Advisor Convertible Securities Fund Class...0.300.350.36
86
Preferred Stock/Convertible BondsPFINX vs FICVX
FACVX
Fidelity Advisor Convertible Securities Fund Class...0.300.340.36
86
Preferred Stock/Convertible BondsPFINX vs FACVX
FCCVX
Fidelity Advisor Convertible Securities Fund Class...0.300.340.37
84
Preferred Stock/Convertible BondsPFINX vs FCCVX
See all 18 diversifiers for PFINX

To view more results, upgrade your current subscription plan.

Diversification Analysis

Build a portfolio that complements PFINX

Add PFINX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with PFINX