PISHX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to PISHX

PISHX charges 0.00% annually. No mutual funds in the Preferred Stock/Convertible Bonds category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.59%.

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

Best Risk-Adjusted Alternatives to PISHX

PISHX has a PortfoliosLab risk / return rank of 88. No mutual funds in the Preferred Stock/Convertible Bonds category have higher risk-adjusted ranks; the top alternatives shown here go as high as 87.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	87	—	Apr 2011	PISHX vs DPIIX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	87	—	Nov 2015	PISHX vs LPXZX
CICVX	Calamos Convertible Fund	85	—	Jun 1997	PISHX vs CICVX
CCVIX	Calamos Convertible Fund	85	—	Jun 1985	PISHX vs CCVIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	79	—	May 2010	PISHX vs CPXIX

Top Performing PISHX Alternatives (YTD)

PISHX is at 2.64% YTD. There are 11 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 23.24%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	23.24%	—	Jun 1997	PISHX vs CICVX
CCVIX	Calamos Convertible Fund	23.11%	—	Jun 1985	PISHX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	19.67%	—	Oct 2018	PISHX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	19.59%	—	Jan 1987	PISHX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	19.59%	—	Feb 2009	PISHX vs FICVX

Lowest Volatility Alternatives to PISHX

PISHX has 2.40% 1-year volatility. There are 3 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.87%	—	Nov 2015	PISHX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.12%	—	Apr 2011	PISHX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	PISHX vs PCSFX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.41%	—	Apr 2002	PISHX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	2.47%	—	May 2010	PISHX vs CPXIX

Lowest Drawdown Alternatives to PISHX

PISHX has a 1-year max drawdown of -2.83%. There are 2 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	PISHX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	PISHX vs DPIIX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	PISHX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	PISHX vs CPXIX
PFINX	PIMCO Preferred and Capital Securities Fund	-3.09%	—	Apr 2015	PISHX vs PFINX

Other Mutual Funds from Cohen & Steers

The 10 most viewed Cohen & Steers mutual funds shown here include FOF, CSRIX, CSRSX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	27	8.80%	—	Nov 2006	PISHX vs FOF
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	22	14.53%	—	Feb 2000	PISHX vs CSRIX
CSRSX	Cohen & Steers Realty Shares Fund	REIT	21	14.45%	—	Jul 1991	PISHX vs CSRSX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	75	12.30%	—	Aug 2017	PISHX vs CSUAX
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	26	14.05%	—	Jul 1998	PISHX vs CSDIX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Energy Equities	77	12.52%	—	May 2004	PISHX vs CSUIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	97	32.43%	—	Dec 2013	PISHX vs MLOZX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	39	10.83%	—	Jan 2012	PISHX vs RAPZX
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	27	14.09%	—	Oct 2014	PISHX vs CSZIX
IRFIX	Cohen & Steers International Realty Fund	REIT	7	-0.47%	—	Mar 2005	PISHX vs IRFIX

Often Compared With PISHX

Investors most often compare PISHX with FDFIX, FTCVX, NPFD. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	61	10.70%	—	Mar 2017	PISHX vs FDFIX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	77	19.27%	—	Feb 2009	PISHX vs FTCVX
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	13	3.71%	—	Dec 2021	PISHX vs NPFD
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	19	3.19%	—	Mar 2001	PISHX vs KIFAX
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	76	17.29%	—	—	PISHX vs LBFFX
RFI	Cohen & Steers Total Return Realty Fund	REIT	7	7.98%	—	—	PISHX vs RFI
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	26	5.88%	—	Jun 2003	PISHX vs HPS
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	1.96%	—	Mar 2003	PISHX vs JPC
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	84	21.49%	—	Mar 2003	PISHX vs NCV
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	15	3.04%	—	—	PISHX vs PSF
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	78	19.41%	—	Feb 2009	PISHX vs FACVX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	15	4.07%	—	May 2012	PISHX vs LDP
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	18	0.69%	—	Jan 1991	PISHX vs PFD
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	9	4.77%	—	—	PISHX vs PTA
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	28	4.76%	—	Jan 2005	PISHX vs HPF
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	76	1.73%	—	Mar 2022	PISHX vs JPDIX
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	75	18.93%	—	Feb 2009	PISHX vs FCCVX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	64	0.42%	—	Jan 2011	PISHX vs FPEIX
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	8	1.06%	—	Apr 2009	PISHX vs FPF
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	25	4.94%	—	Aug 2002	PISHX vs HPI

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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Diversifiers

Pair PISHX with funds that move differently

Cohen & Steers Preferred Securities and Income SMA Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PISHX.

Explore PISHX Diversifiers

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