Preferred Stock: Total Returns

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Data through 6/24/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Preferred Stock 1.40 11.25 3.22 6.00 5.00 4.33
AllianzGI Prefd Secs and Inc Instl APEIX 1.32 12.14 3.43 7.05 --- ---
AllianzGI Prefd Secs and Inc P APUPX 1.31 12.09 3.39 6.98 --- ---
AllianzGI Prefd Secs and Inc R6 ARISX 1.32 12.16 3.42 7.10 --- ---
Cohen & Steers Preferred Sec & Inc R CPRRX 2.12 10.56 4.06 7.56 5.75 ---
Cohen & Steers Preferred Sec & Inc A CPXAX 2.06 10.64 4.11 7.64 5.91 5.51
Cohen & Steers Preferred Sec & Inc C CPXCX 2.02 10.25 3.89 6.91 5.21 4.83
Cohen & Steers Preferred Sec & Inc F CPXFX 2.09 10.86 4.19 8.09 --- ---
Cohen & Steers Preferred Sec & Inc I CPXIX 2.09 10.75 4.18 7.95 6.20 5.85
Cohen & Steers Preferred Sec & Inc Z CPXZX 2.09 10.78 4.19 8.01 6.27 ---
Destra Flaherty & Crumrine Pref & Inc A DPIAX 1.64 11.37 3.79 6.72 5.84 5.91
Destra Flaherty & Crumrine Pref & Inc C DPICX 1.57 10.91 3.58 5.96 5.05 5.13
Destra Flaherty & Crumrine Pref & Inc I DPIIX 1.61 11.47 3.81 7.01 6.09 6.24
Salient Select Income Inv FFSLX 0.14 13.36 2.74 6.21 3.53 4.20
First Trust Preferred Sec & Inc A FPEAX 1.79 9.65 3.53 6.95 6.28 5.64
First Trust Preferred Sec & Inc C FPECX 1.72 9.27 3.37 6.23 5.56 4.89
First Trust Preferred Sec & Inc F FPEFX 1.78 9.69 3.57 7.03 6.42 5.75
First Trust Preferred Sec & Inc I FPEIX 1.84 9.81 3.67 7.27 6.65 5.96
First Trust Preferred Sec & Inc R3 FPERX 1.77 9.48 3.48 6.60 6.00 5.34
Altegris/AACA Real Estate Income A INMAX -0.38 14.87 2.13 --- --- ---
Altegris/AACA Real Estate Income I INMIX -0.46 14.74 2.05 --- --- ---
Altegris/AACA Real Estate Income N INMNX -0.38 14.66 2.02 --- --- ---
Innovative Preferred Plus A INPPX 1.66 11.09 3.26 --- --- ---
Innovative Preferred Plus I IPPPX 1.66 11.06 3.23 --- --- ---
Salient Select Income A KIFAX 0.19 13.35 2.77 6.21 3.50 4.16
Salient Select Income C KIFCX 0.10 13.07 2.62 5.38 2.84 3.54
Salient Select Income Institutional KIFYX 0.19 13.61 2.82 6.58 3.88 4.56
Cohen & Steers Low Duration Pref & Inc A LPXAX 1.05 6.64 2.46 5.05 4.75 ---
Cohen & Steers Low Duration Pref & Inc C LPXCX 1.09 6.33 2.28 4.33 4.04 ---
Cohen & Steers Low Duration Pref & Inc I LPXIX 1.18 6.90 2.56 5.41 5.07 ---
Cohen & Steers Low Duration Pref & Inc R LPXRX 1.13 6.52 2.40 4.79 4.51 ---
Cohen & Steers Low Duration Pref & Inc Z LPXZX 1.18 6.69 2.46 5.31 5.04 ---
Nuveen Preferred Secs & Inc A NPSAX 1.86 10.26 3.68 6.65 5.94 4.97
Nuveen Preferred Secs & Inc C NPSCX 1.80 9.87 3.50 5.88 5.16 4.18
Nuveen Preferred Secs & Inc R6 NPSFX 1.94 10.52 3.82 7.07 --- ---
Nuveen Preferred Secs & Inc I NPSRX 1.87 10.39 3.75 6.92 6.19 5.22
Nuveen Preferred Secs & Inc R3 NPSTX 1.89 10.21 3.66 6.44 5.67 4.70
Orinda Income Opportunities A OIOAX 0.14 14.10 1.44 5.16 4.88 3.06
Orinda Income Opportunities D OIODX 0.09 13.73 1.27 4.42 4.15 2.38
Orinda Income Opportunities I OIOIX 0.14 14.25 1.51 5.46 5.20 3.38
Invesco Oppenheimer Pref Scs and Inc A OPRAX 1.74 11.40 3.63 6.24 --- ---
Invesco Oppenheimer Pref Scs and Inc R6 OPRIX 1.80 11.63 3.76 6.65 --- ---
Invesco Oppenheimer Pref Scs and Inc Y OPRYX 1.78 11.55 3.71 6.55 --- ---
Principal Capital Securities S PCSFX 1.87 10.05 4.06 7.14 6.98 5.39
PIMCO Preferred and Capital Secs A PFANX 2.25 11.10 4.52 7.44 9.03 ---
PIMCO Preferred and Capital Secs Instl PFINX 2.40 11.31 4.67 7.91 9.46 ---
PIMCO Preferred and Capital Secs I-3 PFNNX 2.39 11.29 4.66 7.71 --- ---
PIMCO Preferred and Capital Secs I2 PFPNX 2.39 11.18 4.66 7.72 9.35 ---
Cohen & Steers Prfrd Secs & Inc SMA Shrs PISHX 2.07 --- 4.30 --- --- ---
Principal Preferred Securities R3 PNARX 1.70 9.78 3.63 6.35 5.18 4.71
Principal Preferred Securities R5 PPARX 1.72 10.00 3.70 6.65 5.49 5.04
Principal Preferred Securities R-6 PPREX 1.74 10.07 3.74 6.90 --- ---
Principal Preferred Securities R2 PPRSX 1.70 9.63 3.60 6.07 4.98 4.51
Principal Preferred Securities A PPSAX 1.80 9.95 3.73 6.57 5.39 4.94
Principal Preferred Securities Inst PPSIX 1.83 10.13 3.82 6.89 5.69 5.24
Principal Preferred Securities J PPSJX 1.74 9.90 3.73 6.55 5.45 4.94
Principal Preferred Securities R4 PQARX 1.72 9.89 3.68 6.57 5.39 4.92
Principal Preferred Securities C PRFCX 1.63 9.50 3.53 5.77 4.61 4.15
Invesco Oppenheimer Pref Scs and Inc C PSTHX 1.78 --- --- --- --- ---
Invesco Oppenheimer Pref Scs and Inc R PSTJX 1.81 --- --- --- --- ---
Invesco Oppenheimer Pref Scs and Inc R5 PSTVX 1.86 --- --- --- --- ---
Principal Preferred Securities R1 PUSAX 1.78 9.62 3.64 6.00 4.84 4.40
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