PSF Alternatives & Similar Mutual Funds

Cohen & Steers Select Preferred and Income Fund (PSF) 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 PSF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PSF

PSF charges 4.28% annually. There are 18 mutual funds in the Preferred Stock category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
HPS	John Hancock Preferred Income Fund III	0.01%	—	Jun 2003	PSF vs HPS
HPF	John Hancock Preferred Income Fund II	0.01%	—	Jan 2005	PSF vs HPF
HPI	John Hancock Preferred Income Fund	0.01%	—	Aug 2002	PSF vs HPI
JPC	Nuveen Preferred and Income Opportunities Fund	0.01%	—	Mar 2003	PSF vs JPC
LDP	Cohen and Steers Limited Duration Preferred and In...	0.01%	—	May 2012	PSF vs LDP

Best Risk-Adjusted Alternatives to PSF

PSF has a PortfoliosLab risk / return rank of 7. There are 20 mutual funds in the Preferred Stock category with higher risk-adjusted ranks, going as high as 82.

Symbol	Name	Risk / Return Rank	AUM	Inception
JPDIX	JPMorgan Preferred and Income Securities Fund	82	—	Mar 2022	PSF vs JPDIX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	82	—	Apr 2011	PSF vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	77	—	Feb 2019	PSF vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	76	—	Nov 2015	PSF vs LPXZX
PCSFX	Principal Capital Securities Fund	74	—	Mar 2014	PSF vs PCSFX

Top Performing PSF Alternatives (YTD)

PSF is at 0.45% YTD. There are 19 mutual funds in the Preferred Stock category with higher YTD returns, going as high as 4.27%.

Symbol	Name	YTD Return	AUM	Inception
HPS	John Hancock Preferred Income Fund III	4.27%	—	Jun 2003	PSF vs HPS
HPF	John Hancock Preferred Income Fund II	4.26%	—	Jan 2005	PSF vs HPF
KIFAX	Salient Select Income Fund	4.19%	—	Mar 2001	PSF vs KIFAX
HPI	John Hancock Preferred Income Fund	4.06%	—	Aug 2002	PSF vs HPI
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	2.51%	—	—	PSF vs PTA

Lowest Volatility Alternatives to PSF

PSF has 8.66% 1-year volatility. There are 14 mutual funds in the Preferred Stock category with lower 1-year volatility, going as low as 1.94%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.94%	—	Nov 2015	PSF vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	PSF vs DPIIX
PCSFX	Principal Capital Securities Fund	2.18%	—	Mar 2014	PSF vs PCSFX
ORDNX	North Square Preferred and Income Securities Fund	2.30%	—	Jun 2013	PSF vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.46%	—	Feb 2019	PSF vs PISHX

Lowest Drawdown Alternatives to PSF

PSF has a 1-year max drawdown of -7.28%. There are 13 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	PSF vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	PSF vs DPIIX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	PSF vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	PSF vs PISHX
JPDIX	JPMorgan Preferred and Income Securities Fund	-2.92%	—	Mar 2022	PSF vs JPDIX

Other Mutual Funds from Cohen & Steers

The 10 most viewed Cohen & Steers mutual funds shown here include FOF, CSRIX, CSRSX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	24	7.58%	—	Nov 2006	PSF vs FOF
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	41	17.09%	—	Feb 2000	PSF vs CSRIX
CSRSX	Cohen & Steers Realty Shares Fund	REIT	40	17.00%	—	Jul 1991	PSF vs CSRSX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock	73	1.70%	—	May 2010	PSF vs CPXIX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	74	12.09%	—	Aug 2017	PSF vs CSUAX
RFI	Cohen & Steers Total Return Realty Fund	REIT	10	9.69%	—	—	PSF vs RFI
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	45	16.21%	—	Jul 1998	PSF vs CSDIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	—	—	—	Dec 2013	PSF vs MLOZX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	61	13.04%	—	Jan 2012	PSF vs RAPZX
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	46	16.25%	—	Oct 2014	PSF vs CSZIX

Often Compared With PSF

Investors most often compare PSF with FCVSX, PPSIX, PFFA. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FCVSX	Fidelity Convertible Securities Fund	Convertible Bonds	19	14.46%	—	Jan 1987	PSF vs FCVSX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock	48	0.64%	—	Apr 2002	PSF vs PPSIX
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock	33	1.89%	2.45B	May 2018	PSF vs PFFA
FFC	Flaherty & Crumrine Preferred Securities Income Fu...		64	2.48%	—	—	PSF vs FFC
NCV	Virtus Convertible and Income Fund	Convertible Bonds	79	18.31%	—	Mar 2003	PSF vs NCV
CCVIX	Calamos Convertible Fund	Convertible Bonds	66	17.66%	—	Jun 1985	PSF vs CCVIX
LBFFX	Lord Abbett Convertible Fund Class F	Convertible Bonds	42	11.78%	—	—	PSF vs LBFFX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	43	13.75%	—	Feb 2009	PSF vs FTCVX
IRFIX	Cohen & Steers International Realty Fund	REIT	14	2.32%	—	Mar 2005	PSF vs IRFIX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock	65	1.81%	—	Apr 2015	PSF vs PFINX
CICVX	Calamos Convertible Fund	Convertible Bonds	67	17.82%	—	Jun 1997	PSF vs CICVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	46	14.07%	—	Feb 2009	PSF vs FICVX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	45	13.96%	—	Feb 2009	PSF vs FACVX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	46	14.12%	—	Oct 2018	PSF vs FIQVX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Infrastructure Equities, Energy Equities	76	12.30%	—	May 2004	PSF vs CSUIX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock	69	0.93%	—	Dec 2006	PSF vs NPSRX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	PSF vs SPY
PFF	iShares Preferred and Income Securities ETF	Preferred Stock	24	1.86%	13.15B	Mar 2007	PSF vs PFF
PFFD	Global X U.S. Preferred ETF	Preferred Stock	24	2.14%	2.16B	Sep 2017	PSF vs PFFD
FPEI	First Trust Institutional Preferred Securities & I...	Preferred Stock	74	2.06%	1.93B	Aug 2017	PSF vs FPEI

Compare PSF with Any Fund or Stock

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

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Diversifiers

Pair PSF with funds that move differently

Cohen & Steers Select Preferred and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSF.

Explore PSF Diversifiers

Cohen & Steers Select Preferred and Income Fund (PSF) Alternatives