PSF Alternatives & Similar Mutual Funds

Cohen & Steers Select Preferred and Income Fund (PSF) 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 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 29 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
HPI	John Hancock Preferred Income Fund	0.01%	—	Aug 2002	PSF vs HPI
HPF	John Hancock Preferred Income Fund II	0.01%	—	Jan 2005	PSF vs HPF
HPS	John Hancock Preferred Income Fund III	0.01%	—	Jun 2003	PSF vs HPS
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 15. There are 28 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 88.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	88	—	Apr 2011	PSF vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	88	—	Feb 2019	PSF vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	PSF vs LPXZX
CICVX	Calamos Convertible Fund	82	—	Jun 1997	PSF vs CICVX
CCVIX	Calamos Convertible Fund	81	—	Jun 1985	PSF vs CCVIX

Top Performing PSF Alternatives (YTD)

PSF is at 3.23% YTD. There are 18 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 20.76%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	20.76%	—	Jun 1997	PSF vs CICVX
CCVIX	Calamos Convertible Fund	20.62%	—	Jun 1985	PSF vs CCVIX
NCV	Virtus Convertible and Income Fund	17.13%	—	Mar 2003	PSF vs NCV
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	16.90%	—	Oct 2018	PSF vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	16.87%	—	Jan 1987	PSF vs FCVSX

Lowest Volatility Alternatives to PSF

PSF has 8.69% 1-year volatility. There are 15 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	PSF vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.11%	—	Apr 2011	PSF vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	PSF vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.41%	—	Feb 2019	PSF vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.42%	—	Apr 2002	PSF vs PPSIX

Lowest Drawdown Alternatives to PSF

PSF has a 1-year max drawdown of -7.28%. There are 19 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	PSF vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	PSF vs DPIIX
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
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	PSF vs PCSFX

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	25	8.61%	—	Nov 2006	PSF vs FOF
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	25	15.67%	—	Feb 2000	PSF vs CSRIX
CSRSX	Cohen & Steers Realty Shares Fund	REIT	24	15.58%	—	Jul 1991	PSF vs CSRSX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock/Convertible Bonds	79	2.00%	—	May 2010	PSF vs CPXIX
RFI	Cohen & Steers Total Return Realty Fund	REIT	6	8.07%	—	—	PSF vs RFI
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	78	13.21%	—	Aug 2017	PSF vs CSUAX
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	29	15.10%	—	Jul 1998	PSF vs CSDIX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Energy Equities	80	13.42%	—	May 2004	PSF vs CSUIX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	39	11.38%	—	Jan 2012	PSF vs RAPZX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	97	32.43%	—	Dec 2013	PSF vs MLOZX

Often Compared With PSF

Investors most often compare PSF with PTA, PFFA, FFC. These 14 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	8	4.25%	—	—	PSF vs PTA
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds	35	2.21%	2.45B	May 2018	PSF vs PFFA
FFC	Flaherty & Crumrine Preferred Securities Income Fu...		62	2.33%	—	—	PSF vs FFC
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	66	14.69%	—	—	PSF vs LBFFX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	70	16.86%	—	Feb 2009	PSF vs FICVX
IRFIX	Cohen & Steers International Realty Fund	REIT	7	-1.13%	—	Mar 2005	PSF vs IRFIX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	73	2.23%	—	Apr 2015	PSF vs PFINX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	69	16.76%	—	Feb 2009	PSF vs FACVX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	68	16.56%	—	Feb 2009	PSF vs FTCVX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	74	0.92%	—	Dec 2006	PSF vs NPSRX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.84%	783.21B	Jan 1993	PSF vs SPY
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	18	1.02%	13.39B	Mar 2007	PSF vs PFF
PFFD	Global X U.S. Preferred ETF	Preferred Stock/Convertible Bonds	18	1.37%	2.17B	Sep 2017	PSF vs PFFD
FPEI	First Trust Institutional Preferred Securities & I...	Preferred Stock/Convertible Bonds	74	2.11%	1.92B	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