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

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of preferred and other income securities issued by U.S. and non-U.S. companies. It may invest a significant portion of its assets in OTC preferred and income securities. The fund also will invest at least 25% of its net assets in the financials sector. It may invest without limit in securities of non-U.S. companies including up to 15% of the fund's net assets in securities issued by companies domiciled in emerging market countries.

Looking to diversify beyond PISHX? The mutual funds below have the lowest correlation with PISHX — 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 PISHX.

Best Diversifiers for PISHX

3 mutual funds have low correlation with PISHX (below 0.3), 0 of which are negatively correlated. The least correlated is Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) (Energy Equities) with a 1Y correlation of 0.03, down from 0.23 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
MLOZX
Cohen & Steers MLP & Energy Opportunity Fund, Inc.0.030.200.23
95
Energy EquitiesPISHX vs MLOZX
CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.0.230.320.33
53
Energy EquitiesPISHX vs CSUIX
CSUAX
Cohen & Steers Global Infrastructure Fund Class A0.230.320.33
51
Global EquitiesPISHX vs CSUAX
LBFFX
Lord Abbett Convertible Fund Class F0.330.350.36
83
Preferred Stock/Convertible BondsPISHX vs LBFFX
FTCVX
Fidelity Advisor Convertible Securities Fund Class...0.350.360.38
86
Preferred Stock/Convertible BondsPISHX vs FTCVX
See all 21 diversifiers for PISHX

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Diversification Analysis

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