Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) Alternatives

Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) 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 PISHX. 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 PISHX

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

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

Best Risk-Adjusted Alternatives to PISHX

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	—	PISHX vs LBFFX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	90	Nov 29, 2015	PISHX vs LPXZX
NPSRX	Nuveen Preferred Securities & Income Fund	90	Dec 18, 2006	PISHX vs NPSRX
PCSFX	Principal Capital Securities Fund	88	Mar 13, 2014	PISHX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	87	Apr 11, 2011	PISHX vs DPIIX

Top Performing PISHX Alternatives (YTD)

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

Lowest Volatility Alternatives to PISHX

PISHX 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	PISHX vs LPXZX
PCSFX	Principal Capital Securities Fund	2.66%	Mar 13, 2014	PISHX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.80%	Apr 11, 2011	PISHX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.86%	Apr 30, 2002	PISHX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	3.16%	May 2, 2010	PISHX vs CPXIX

Lowest Drawdown Alternatives to PISHX

PISHX 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	PISHX vs LPXZX
PCSFX	Principal Capital Securities Fund	-2.97%	Mar 13, 2014	PISHX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-3.05%	Apr 11, 2011	PISHX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	-3.18%	Apr 30, 2002	PISHX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.26%	May 2, 2010	PISHX vs CPXIX

Other Mutual Funds from Cohen & Steers

Most popular Cohen & Steers mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	9	1.88%	Feb 14, 2000	PISHX vs CSRIX
CSRSX	Cohen & Steers Realty Shares Fund	REIT	9	1.77%	Jul 2, 1991	PISHX vs CSRSX
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	42	-0.96%	Nov 24, 2006	PISHX vs FOF
IRFIX	Cohen & Steers International Realty Fund	REIT	42	-4.81%	Mar 30, 2005	PISHX vs IRFIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	95	27.86%	Dec 19, 2013	PISHX vs MLOZX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	78	10.26%	Jan 30, 2012	PISHX vs RAPZX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Energy Equities	86	8.44%	May 2, 2004	PISHX vs CSUIX
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	9	1.50%	Jul 15, 1998	PISHX vs CSDIX
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	10	1.50%	Oct 1, 2014	PISHX vs CSZIX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	85	8.35%	Aug 28, 2017	PISHX vs CSUAX

Often Compared With PISHX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	42	-7.27%	Mar 9, 2017	PISHX vs FDFIX
CCVIX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	84	0.22%	Jun 21, 1985	PISHX vs CCVIX
CICVX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	84	0.23%	Jun 25, 1997	PISHX vs CICVX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	83	1.27%	Feb 19, 2009	PISHX vs FTCVX
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	14	-4.04%	Apr 1, 2009	PISHX vs FPF
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	11	1.08%	Jun 19, 2003	PISHX vs HPS
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	82	-0.89%	Apr 12, 2015	PISHX vs PFINX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	80	-2.48%	Jan 10, 2011	PISHX vs FPEIX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	15	-2.58%	—	PISHX vs PSF
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	84	-1.64%	Mar 30, 2022	PISHX vs JPDIX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	18	-3.89%	May 1, 2012	PISHX vs LDP
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	14	-4.85%	Mar 26, 2003	PISHX vs JPC
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	7	-2.46%	Mar 29, 2001	PISHX vs KIFAX
RFI	Cohen & Steers Total Return Realty Fund	REIT	6	2.96%	—	PISHX vs RFI

Compare PISHX with Any Fund or Stock

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

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Cohen & Steers Preferred Securities and Income SMA Shares

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