PISHX Alternatives & Similar Mutual Funds

Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) belongs to the Preferred Stock 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 category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.60%.

Symbol	Name	Expense Ratio	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	PISHX vs LPXZX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	PISHX vs NPSRX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	0.79%	—	Apr 2002	PISHX vs PPSIX
PFINX	PIMCO Preferred and Capital Securities Fund	0.79%	—	Apr 2015	PISHX vs PFINX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	0.84%	—	May 2010	PISHX vs CPXIX

Best Risk-Adjusted Alternatives to PISHX

PISHX has a PortfoliosLab risk / return rank of 85. There are 2 mutual funds in the Preferred Stock category with higher risk-adjusted ranks, going as high as 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	86	—	Apr 2011	PISHX vs DPIIX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	PISHX vs LPXZX
PCSFX	Principal Capital Securities Fund	77	—	Mar 2014	PISHX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	77	—	May 2010	PISHX vs CPXIX
NPSRX	Nuveen Preferred Securities & Income Fund	73	—	Dec 2006	PISHX vs NPSRX

Top Performing PISHX Alternatives (YTD)

PISHX is at 2.24% YTD. There is 1 mutual fund in the Preferred Stock category with a higher YTD return, going as high as 4.67%.

Symbol	Name	YTD Return	AUM	Inception
KIFAX	Salient Select Income Fund	4.67%	—	Mar 2001	PISHX vs KIFAX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	2.14%	—	Nov 2015	PISHX vs LPXZX
PFINX	PIMCO Preferred and Capital Securities Fund	1.70%	—	Apr 2015	PISHX vs PFINX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	1.60%	—	May 2010	PISHX vs CPXIX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	1.55%	—	Apr 2011	PISHX vs DPIIX

Lowest Volatility Alternatives to PISHX

PISHX has 2.43% 1-year volatility. There are 4 mutual funds in the Preferred Stock category with lower 1-year volatility, going as low as 1.89%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.89%	—	Nov 2015	PISHX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	PISHX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.18%	—	Mar 2014	PISHX vs PCSFX
ORDNX	North Square Preferred and Income Securities Fund	2.30%	—	Jun 2013	PISHX vs ORDNX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.48%	—	Apr 2002	PISHX vs PPSIX

Lowest Drawdown Alternatives to PISHX

PISHX has a 1-year max drawdown of -2.83%. There are 3 mutual funds in the Preferred Stock 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
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	PISHX vs ORDNX
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

Other Mutual Funds from Cohen & Steers

The 10 most viewed Cohen & Steers mutual funds shown here include FOF, CSRIX, CSRSX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	27	7.58%	—	Nov 2006	PISHX vs FOF
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	44	17.94%	—	Feb 2000	PISHX vs CSRIX
CSRSX	Cohen & Steers Realty Shares Fund	REIT	43	17.83%	—	Jul 1991	PISHX vs CSRSX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	79	12.43%	—	Aug 2017	PISHX vs CSUAX
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	48	17.03%	—	Jul 1998	PISHX vs CSDIX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	65	13.68%	—	Jan 2012	PISHX vs RAPZX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	—	—	—	Dec 2013	PISHX vs MLOZX
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	47	17.01%	—	Oct 2014	PISHX vs CSZIX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Infrastructure Equities, Energy Equities	80	12.65%	—	May 2004	PISHX vs CSUIX
IRFIX	Cohen & Steers International Realty Fund	REIT	17	3.65%	—	Mar 2005	PISHX vs IRFIX

Often Compared With PISHX

Investors most often compare PISHX with FDFIX, CICVX, FTCVX. These 20 comparison targets span 4 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	59	9.08%	—	Mar 2017	PISHX vs FDFIX
CICVX	Calamos Convertible Fund	Convertible Bonds	72	17.72%	—	Jun 1997	PISHX vs CICVX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	49	13.75%	—	Feb 2009	PISHX vs FTCVX
CCVIX	Calamos Convertible Fund	Convertible Bonds	70	17.57%	—	Jun 1985	PISHX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	54	14.14%	—	Oct 2018	PISHX vs FIQVX
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock	9	1.07%	—	Dec 2021	PISHX vs NPFD
RFI	Cohen & Steers Total Return Realty Fund	REIT	11	9.31%	—	—	PISHX vs RFI
FCVSX	Fidelity Convertible Securities Fund	Convertible Bonds	23	14.49%	—	Jan 1987	PISHX vs FCVSX
LBFFX	Lord Abbett Convertible Fund Class F	Convertible Bonds	50	11.96%	—	—	PISHX vs LBFFX
NCV	Virtus Convertible and Income Fund	Convertible Bonds	75	17.13%	—	Mar 2003	PISHX vs NCV
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	52	13.96%	—	Feb 2009	PISHX vs FACVX
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock	83	1.84%	—	Mar 2022	PISHX vs JPDIX
HPS	John Hancock Preferred Income Fund III	Preferred Stock	23	4.05%	—	Jun 2003	PISHX vs HPS
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock	12	0.17%	—	Mar 2003	PISHX vs JPC
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock	6	2.24%	—	—	PISHX vs PTA
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	50	13.69%	—	Feb 2009	PISHX vs FCCVX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock	9	1.56%	—	May 2012	PISHX vs LDP
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock	7	0.34%	—	—	PISHX vs PSF
HPF	John Hancock Preferred Income Fund II	Preferred Stock	28	4.06%	—	Jan 2005	PISHX vs HPF
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock	20	-0.63%	—	Jan 1991	PISHX vs PFD

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