Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) Alternatives
Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) 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 PTA. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PTA
PTA charges 0.00% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among PTA alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| John Hancock Preferred Income Fund III | 0.01% | Jun 19, 2003 | PTA vs HPS | |
| John Hancock Preferred Income Fund II | 0.01% | Jan 1, 2005 | PTA vs HPF | |
| John Hancock Preferred Income Fund | 0.01% | Aug 27, 2002 | PTA vs HPI | |
| Nuveen Preferred and Income Opportunities Fund | 0.01% | Mar 26, 2003 | PTA vs JPC | |
| Cohen and Steers Limited Duration Preferred and In... | 0.01% | May 1, 2012 | PTA vs LDP |
Best Risk-Adjusted Alternatives to PTA
Among mutual funds in the Preferred Stock/Convertible Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund Class F | 90 | — | PTA vs LBFFX | |
| Cohen & Steers Low Duration Preferred and Income F... | 90 | Nov 29, 2015 | PTA vs LPXZX | |
| Nuveen Preferred Securities & Income Fund | 90 | Dec 18, 2006 | PTA vs NPSRX | |
| Cohen & Steers Preferred Securities and Income SMA... | 89 | Feb 28, 2019 | PTA vs PISHX | |
| Principal Capital Securities Fund | 88 | Mar 13, 2014 | PTA vs PCSFX |
Top Performing PTA Alternatives (YTD)
PTA alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund Class F | 1.71% | — | PTA vs LBFFX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.40% | Oct 2, 2018 | PTA vs FIQVX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.37% | Feb 19, 2009 | PTA vs FICVX | |
| Fidelity Convertible Securities Fund | 1.37% | Jan 5, 1987 | PTA vs FCVSX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.33% | Feb 19, 2009 | PTA vs FACVX |
Lowest Volatility Alternatives to PTA
PTA alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | 2.23% | Nov 29, 2015 | PTA vs LPXZX | |
| Principal Capital Securities Fund | 2.66% | Mar 13, 2014 | PTA vs PCSFX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | 2.80% | Apr 11, 2011 | PTA vs DPIIX | |
| Principal Spectrum Preferred and Capital Securitie... | 2.86% | Apr 30, 2002 | PTA vs PPSIX | |
| Cohen & Steers Preferred Securities and Income Fun... | 3.16% | May 2, 2010 | PTA vs CPXIX |
Lowest Drawdown Alternatives to PTA
PTA alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | -2.14% | Nov 29, 2015 | PTA vs LPXZX | |
| Principal Capital Securities Fund | -2.97% | Mar 13, 2014 | PTA vs PCSFX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | -3.05% | Apr 11, 2011 | PTA vs DPIIX | |
| Principal Spectrum Preferred and Capital Securitie... | -3.18% | Apr 30, 2002 | PTA vs PPSIX | |
| Cohen & Steers Preferred Securities and Income Fun... | -3.26% | May 2, 2010 | PTA vs CPXIX |
Other Mutual Funds from Cohen & Steers
Most popular Cohen & Steers mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cohen & Steers Institutional Realty Shares | REIT | 9 | 1.88% | Feb 14, 2000 | PTA vs CSRIX | |
| Cohen & Steers Realty Shares Fund | REIT | 9 | 1.77% | Jul 2, 1991 | PTA vs CSRSX | |
| Cohen & Steers Closed-End Opportunity Fund | Large Cap Value Equities | 42 | -0.96% | Nov 24, 2006 | PTA vs FOF | |
| Cohen & Steers Total Return Realty Fund | REIT | 6 | 2.96% | — | PTA vs RFI | |
| Cohen & Steers International Realty Fund | REIT | 42 | -4.81% | Mar 30, 2005 | PTA vs IRFIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | 95 | 27.86% | Dec 19, 2013 | PTA vs MLOZX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 78 | 10.26% | Jan 30, 2012 | PTA vs RAPZX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | Energy Equities | 86 | 8.44% | May 2, 2004 | PTA vs CSUIX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 9 | 1.50% | Jul 15, 1998 | PTA vs CSDIX | |
| Cohen & Steers Select Preferred and Income Fund | Preferred Stock/Convertible Bonds | 15 | -2.58% | — | PTA vs PSF |
Compare PTA with Any Fund or Stock
Compare PTA with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.