Preferred Stock: Total Returns

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Data through 9/17/2019. 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 1.11 14.02 3.09 6.89 4.85 4.79
AllianzGI Prefd Secs and Inc Instl APEIX 1.30 15.00 3.29 7.78 --- ---
AllianzGI Prefd Secs and Inc P APUPX 1.29 14.94 3.28 7.71 --- ---
AllianzGI Prefd Secs and Inc R6 ARISX 1.30 15.03 3.30 7.82 --- ---
Cohen & Steers Preferred Sec & Inc R CPRRX 1.35 13.55 3.68 9.15 5.41 ---
Cohen & Steers Preferred Sec & Inc A CPXAX 1.36 13.77 3.73 9.41 5.57 6.10
Cohen & Steers Preferred Sec & Inc C CPXCX 1.32 13.20 3.50 8.68 4.89 5.41
Cohen & Steers Preferred Sec & Inc F CPXFX 1.39 14.09 3.81 9.77 --- ---
Cohen & Steers Preferred Sec & Inc I CPXIX 1.39 13.96 3.79 9.63 5.89 6.44
Cohen & Steers Preferred Sec & Inc Z CPXZX 1.39 14.00 3.81 9.77 5.96 ---
Destra Flaherty & Crumrine Pref & Inc A DPIAX 1.06 14.66 3.64 8.59 5.59 6.46
Destra Flaherty & Crumrine Pref & Inc C DPICX 0.93 13.95 3.43 7.75 4.79 5.67
Destra Flaherty & Crumrine Pref & Inc I DPIIX 1.02 14.84 3.72 8.83 5.86 6.79
Salient Select Income Inv FFSLX 2.56 16.44 2.62 5.78 2.79 4.80
First Trust Preferred Sec & Inc A FPEAX 1.55 12.59 3.46 8.16 5.89 6.09
First Trust Preferred Sec & Inc C FPECX 1.48 12.04 3.25 7.42 5.18 5.34
First Trust Preferred Sec & Inc F FPEFX 1.59 12.68 3.45 8.27 6.03 6.21
First Trust Preferred Sec & Inc I FPEIX 1.60 12.85 3.55 8.52 6.27 6.41
First Trust Preferred Sec & Inc R3 FPERX 1.53 12.36 3.36 7.86 5.61 5.79
Altegris/AACA Real Estate Income A INMAX 1.54 15.96 0.84 0.12 --- ---
Altegris/AACA Real Estate Income I INMIX 1.56 15.91 0.91 1.29 --- ---
Altegris/AACA Real Estate Income N INMNX 1.10 15.26 0.41 0.09 --- ---
Innovative Preferred Plus A INPPX 1.08 14.69 3.80 --- --- ---
Innovative Preferred Plus I IPPPX 1.17 14.76 3.90 --- --- ---
Salient Select Income A KIFAX 2.55 16.37 2.56 5.69 2.75 4.75
Salient Select Income C KIFCX 2.53 15.96 2.46 5.13 2.11 4.13
Salient Select Income Institutional KIFYX 2.60 16.80 2.71 6.17 3.16 5.17
Cohen & Steers Low Duration Pref & Inc A LPXAX 0.64 8.37 2.13 5.66 4.31 ---
Cohen & Steers Low Duration Pref & Inc C LPXCX 0.58 7.87 1.96 4.94 3.60 ---
Cohen & Steers Low Duration Pref & Inc I LPXIX 0.67 8.63 2.23 5.93 4.61 ---
Cohen & Steers Low Duration Pref & Inc R LPXRX 0.62 8.18 2.07 5.40 4.11 ---
Cohen & Steers Low Duration Pref & Inc Z LPXZX 0.67 8.52 2.23 5.93 4.61 ---
Nuveen Preferred Secs & Inc A NPSAX 1.49 13.05 3.37 7.63 5.59 5.48
Nuveen Preferred Secs & Inc C NPSCX 1.43 12.47 3.18 6.79 4.82 4.69
Nuveen Preferred Secs & Inc R6 NPSFX 1.52 13.34 3.39 7.94 5.93 ---
Nuveen Preferred Secs & Inc I NPSRX 1.51 13.25 3.43 7.90 5.85 5.73
Nuveen Preferred Secs & Inc R3 NPSTX 1.47 12.86 3.23 7.35 5.31 5.20
Orinda Income Opportunities A OIOAX 1.43 17.04 2.52 5.53 4.26 3.54
Orinda Income Opportunities D OIODX 1.36 16.46 2.36 4.78 3.54 2.86
Orinda Income Opportunities I OIOIX 1.43 17.27 2.59 5.83 4.57 3.85
Invesco Oppenheimer Pref Scs and Inc A OPRAX 1.00 14.11 3.06 7.50 --- ---
Invesco Oppenheimer Pref Scs and Inc R6 OPRIX 1.00 14.40 3.14 7.94 --- ---
Invesco Oppenheimer Pref Scs and Inc Y OPRYX 1.00 14.30 3.11 7.77 --- ---
Principal Capital Securities S PCSFX 1.24 13.16 3.64 8.92 6.47 5.93
PIMCO Preferred and Capital Secs A PFANX 2.06 14.94 4.69 9.37 8.08 ---
PIMCO Preferred and Capital Secs C PFCJX --- --- --- --- --- ---
PIMCO Preferred and Capital Secs Instl PFINX 2.11 15.21 4.83 9.82 8.45 ---
PIMCO Preferred and Capital Secs I-3 PFNNX 2.18 15.16 4.81 9.60 --- ---
PIMCO Preferred and Capital Secs I2 PFPNX 2.08 15.05 4.71 9.63 8.35 ---
Cohen & Steers Prfrd Secs & Inc SMA Shrs PISHX 1.75 --- 4.40 --- --- ---
Principal Spectrum Pref&Cptl Scs IncR3 PNARX 0.97 12.44 3.25 7.89 5.11 5.15
Principal Spectrum Pref&Cptl Scs IncR5 PPARX 0.99 12.75 3.32 8.31 5.42 5.46
Principal Spectrum Pref&Cptl Scs IncR6 PPREX 1.01 12.88 3.37 8.55 --- ---
Principal Spectrum Pref&Cptl Scs IncR2 PPRSX 0.96 12.25 3.12 7.74 4.88 4.95
Principal Spectrum Pref&Cptl Scs IncA PPSAX 0.97 12.65 3.26 8.11 5.32 5.36
Principal Spectrum Pref&Cptl Scs IncInst PPSIX 1.10 12.92 3.34 8.44 5.61 5.67
Principal Spectrum Pref&Cptl Scs IncJ PPSJX 0.94 12.50 3.09 7.96 5.28 5.34
Principal Spectrum Pref&Cptl Scs IncR4 PQARX 1.09 12.62 3.31 8.12 5.29 5.34
Principal Spectrum Pref&Cptl Scs IncC PRFCX 1.00 12.07 3.16 7.39 4.53 4.58
Invesco Oppenheimer Pref Scs and Inc C PSTHX 0.90 --- 2.88 --- --- ---
Invesco Oppenheimer Pref Scs and Inc R PSTJX 1.00 --- 3.10 --- --- ---
Invesco Oppenheimer Pref Scs and Inc R5 PSTVX 1.00 --- 3.12 --- --- ---
Principal Spectrum Pref&Cptl Scs IncR1 PUSAX 0.94 12.19 3.17 7.66 4.78 4.82
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