PPSIX Alternatives & Similar Mutual Funds

Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX) 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 PPSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PPSIX

PPSIX charges 0.79% annually. There are 2 mutual funds in the Preferred Stock category with lower expense ratios, going as low as 0.60%.

Symbol	Name	Expense Ratio	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	PPSIX vs LPXZX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	PPSIX vs NPSRX
PFINX	PIMCO Preferred and Capital Securities Fund	0.79%	—	Apr 2015	PPSIX vs PFINX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	0.84%	—	May 2010	PPSIX vs CPXIX
FPEIX	First Trust Preferred Securities and Income Fund	1.00%	—	Jan 2011	PPSIX vs FPEIX

Best Risk-Adjusted Alternatives to PPSIX

PPSIX has a PortfoliosLab risk / return rank of 53. There are 9 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	PPSIX vs DPIIX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	PPSIX vs LPXZX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	85	—	Feb 2019	PPSIX vs PISHX
PCSFX	Principal Capital Securities Fund	77	—	Mar 2014	PPSIX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	77	—	May 2010	PPSIX vs CPXIX

Top Performing PPSIX Alternatives (YTD)

PPSIX is at 0.64% YTD. There are 8 mutual funds in the Preferred Stock category with higher YTD returns, going as high as 4.67%.

Symbol	Name	YTD Return	AUM	Inception
KIFAX	Salient Select Income Fund	4.67%	—	Mar 2001	PPSIX vs KIFAX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.24%	—	Feb 2019	PPSIX vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	2.14%	—	Nov 2015	PPSIX vs LPXZX
PFINX	PIMCO Preferred and Capital Securities Fund	1.70%	—	Apr 2015	PPSIX vs PFINX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	1.60%	—	May 2010	PPSIX vs CPXIX

Lowest Volatility Alternatives to PPSIX

PPSIX has 2.48% 1-year volatility. There are 5 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	PPSIX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	PPSIX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.18%	—	Mar 2014	PPSIX vs PCSFX
ORDNX	North Square Preferred and Income Securities Fund	2.30%	—	Jun 2013	PPSIX vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.43%	—	Feb 2019	PPSIX vs PISHX

Lowest Drawdown Alternatives to PPSIX

PPSIX has a 1-year max drawdown of -3.18%. There are 7 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	PPSIX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	PPSIX vs DPIIX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	PPSIX vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	PPSIX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	PPSIX vs PCSFX

Other Mutual Funds from Principal

The 10 most viewed Principal mutual funds shown here include PCBIX, PLSAX, PLGIX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PCBIX	Principal MidCap Fund Institutional Class	Mid Cap Growth Equities	1	-3.74%	—	Dec 2000	PPSIX vs PCBIX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	60	9.18%	—	Feb 2001	PPSIX vs PLSAX
PLGIX	Principal LargeCap Growth Fund I	Large Cap Growth Equities	5	-1.62%	—	Dec 2000	PPSIX vs PLGIX
PMAQX	Principal MidCap R6	Mid Cap Growth Equities	1	-3.68%	—	Nov 2016	PPSIX vs PMAQX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	49	8.75%	—	Feb 2008	PPSIX vs LTFIX
CMNWX	Principal Capital Appreciation Fund	Large Cap Blend Equities	42	8.06%	—	Nov 1986	PPSIX vs CMNWX
PBCKX	Principal Blue Chip Fund	Large Cap Growth Equities	2	-2.47%	—	Jun 2012	PPSIX vs PBCKX
PSMIX	Principal Global Multi-Strategy Fund	Multistrategy	97	5.75%	—	Oct 2011	PPSIX vs PSMIX
LTRIX	Principal LifeTime 2045 Fund	Target Retirement Date	49	7.81%	—	Feb 2008	PPSIX vs LTRIX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	49	6.90%	—	Feb 2001	PPSIX vs PTDIX

Often Compared With PPSIX

Investors most often compare PPSIX with FPE, FICVX, FPF. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FPE	First Trust Preferred Securities & Income ETF	Preferred Stock	51	0.79%	6.32B	Feb 2013	PPSIX vs FPE
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	53	14.07%	—	Feb 2009	PPSIX vs FICVX
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock	7	-1.07%	—	Apr 2009	PPSIX vs FPF
HPS	John Hancock Preferred Income Fund III	Preferred Stock	23	4.05%	—	Jun 2003	PPSIX vs HPS
FCVSX	Fidelity Convertible Securities Fund	Convertible Bonds	23	14.49%	—	Jan 1987	PPSIX vs FCVSX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock	7	0.34%	—	—	PPSIX vs PSF
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock	17	0.83%	—	Feb 1992	PPSIX vs PFO
CICVX	Calamos Convertible Fund	Convertible Bonds	72	17.72%	—	Jun 1997	PPSIX vs CICVX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock	9	1.56%	—	May 2012	PPSIX vs LDP
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock	12	0.17%	—	Mar 2003	PPSIX vs JPC
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	54	14.14%	—	Oct 2018	PPSIX vs FIQVX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock	20	-0.63%	—	Jan 1991	PPSIX vs PFD
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	52	13.96%	—	Feb 2009	PPSIX vs FACVX
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock	83	1.84%	—	Mar 2022	PPSIX vs JPDIX
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock	6	2.24%	—	—	PPSIX vs PTA
HPF	John Hancock Preferred Income Fund II	Preferred Stock	28	4.06%	—	Jan 2005	PPSIX vs HPF
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	49	13.75%	—	Feb 2009	PPSIX vs FTCVX
PQIAX	Principal Equity Income Fund	Dividend, Large Cap Value Equities	84	12.73%	—	May 1939	PPSIX vs PQIAX
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	50	13.69%	—	Feb 2009	PPSIX vs FCCVX
CCVIX	Calamos Convertible Fund	Convertible Bonds	70	17.57%	—	Jun 1985	PPSIX vs CCVIX

Compare PPSIX with Any Fund or Stock

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

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Diversifiers

Pair PPSIX with funds that move differently

Principal Spectrum Preferred and Capital Securities Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PPSIX.

Explore PPSIX Diversifiers

Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX) Alternatives