Preferred Stock: Total Returns

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Data through 7/18/2019. 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 1.28 12.72 3.02 7.28 4.88 5.08
AllianzGI Prefd Secs and Inc Instl APEIX 1.50 13.24 2.85 7.74 --- ---
AllianzGI Prefd Secs and Inc P APUPX 1.50 13.18 2.83 7.73 --- ---
AllianzGI Prefd Secs and Inc R6 ARISX 1.51 13.26 2.86 7.79 --- ---
Cohen & Steers Preferred Sec & Inc R CPRRX 1.51 11.58 3.35 8.18 5.21 ---
Cohen & Steers Preferred Sec & Inc A CPXAX 1.60 11.76 3.47 8.42 5.39 5.70
Cohen & Steers Preferred Sec & Inc C CPXCX 1.48 11.31 3.25 7.69 4.69 5.02
Cohen & Steers Preferred Sec & Inc F CPXFX 1.63 12.02 3.55 8.78 --- ---
Cohen & Steers Preferred Sec & Inc I CPXIX 1.55 11.90 3.46 8.73 5.71 6.04
Cohen & Steers Preferred Sec & Inc Z CPXZX 1.63 11.93 3.55 8.78 5.75 ---
Destra Flaherty & Crumrine Pref & Inc A DPIAX 1.57 12.68 3.16 7.71 5.46 6.01
Destra Flaherty & Crumrine Pref & Inc C DPICX 1.50 12.14 2.95 6.88 4.66 5.23
Destra Flaherty & Crumrine Pref & Inc I DPIIX 1.54 12.80 3.23 8.01 5.71 6.34
Salient Select Income Inv FFSLX -0.17 13.48 1.63 5.28 2.22 4.03
First Trust Preferred Sec & Inc A FPEAX 1.47 10.74 2.96 7.49 6.07 5.78
First Trust Preferred Sec & Inc C FPECX 1.44 10.35 2.76 6.81 5.36 5.04
First Trust Preferred Sec & Inc F FPEFX 1.50 10.84 3.00 7.61 6.21 5.90
First Trust Preferred Sec & Inc I FPEIX 1.47 10.92 3.00 7.85 6.43 6.09
First Trust Preferred Sec & Inc R3 FPERX 1.45 10.56 2.86 7.19 5.78 5.48
Altegris/AACA Real Estate Income A INMAX 0.24 15.51 1.06 --- --- ---
Altegris/AACA Real Estate Income I INMIX 0.37 15.53 1.21 --- --- ---
Altegris/AACA Real Estate Income N INMNX 0.35 15.42 1.16 --- --- ---
Innovative Preferred Plus A INPPX 1.77 12.65 3.56 --- --- ---
Innovative Preferred Plus I IPPPX 1.78 12.63 3.48 --- --- ---
Salient Select Income A KIFAX -0.13 13.47 1.62 5.30 2.20 3.99
Salient Select Income C KIFCX -0.22 13.15 1.49 4.47 1.55 3.36
Salient Select Income Institutional KIFYX -0.08 13.78 1.72 5.67 2.58 4.39
Cohen & Steers Low Duration Pref & Inc A LPXAX 0.94 7.32 2.15 5.36 4.33 ---
Cohen & Steers Low Duration Pref & Inc C LPXCX 0.88 6.95 1.97 4.63 3.63 ---
Cohen & Steers Low Duration Pref & Inc I LPXIX 0.97 7.51 2.14 5.62 4.62 ---
Cohen & Steers Low Duration Pref & Inc R LPXRX 0.92 7.18 2.08 5.20 4.09 ---
Cohen & Steers Low Duration Pref & Inc Z LPXZX 0.97 7.40 2.24 5.62 4.62 ---
Nuveen Preferred Secs & Inc A NPSAX 1.26 11.16 2.67 7.02 5.52 5.13
Nuveen Preferred Secs & Inc C NPSCX 1.21 10.72 2.50 6.18 4.75 4.35
Nuveen Preferred Secs & Inc R6 NPSFX 1.35 11.45 2.81 7.38 5.88 ---
Nuveen Preferred Secs & Inc I NPSRX 1.34 11.37 2.79 7.35 5.82 5.40
Nuveen Preferred Secs & Inc R3 NPSTX 1.30 11.09 2.66 6.81 5.27 4.86
Orinda Income Opportunities A OIOAX 0.33 14.74 1.40 4.54 3.97 2.99
Orinda Income Opportunities D OIODX 0.23 14.26 1.17 3.79 3.20 2.29
Orinda Income Opportunities I OIOIX 0.36 14.93 1.47 4.84 4.30 3.30
Invesco Oppenheimer Pref Scs and Inc A OPRAX 1.42 12.64 3.28 7.20 --- ---
Invesco Oppenheimer Pref Scs and Inc R6 OPRIX 1.37 12.78 3.30 7.50 --- ---
Invesco Oppenheimer Pref Scs and Inc Y OPRYX 1.35 12.69 3.26 7.29 --- ---
Principal Capital Securities S PCSFX 1.64 11.20 3.50 7.99 6.72 5.63
PIMCO Preferred and Capital Secs A PFANX 1.78 12.30 3.15 8.38 8.40 ---
PIMCO Preferred and Capital Secs Instl PFINX 1.87 12.50 3.30 8.74 8.79 ---
PIMCO Preferred and Capital Secs I-3 PFNNX 1.87 12.49 3.29 8.55 --- ---
PIMCO Preferred and Capital Secs I2 PFPNX 1.77 12.37 3.29 8.55 8.68 ---
Cohen & Steers Prfrd Secs & Inc SMA Shrs PISHX 1.74 --- 3.50 --- --- ---
Principal Spectrum Pref&Cptl Scs IncR3 PNARX 1.39 10.76 3.10 7.09 4.99 4.84
Principal Spectrum Pref&Cptl Scs IncR5 PPARX 1.52 11.11 3.28 7.50 5.37 5.20
Principal Spectrum Pref&Cptl Scs IncR6 PPREX 1.53 11.20 3.32 7.74 --- ---
Principal Spectrum Pref&Cptl Scs IncR2 PPRSX 1.49 10.71 3.18 6.93 4.83 4.66
Principal Spectrum Pref&Cptl Scs IncA PPSAX 1.49 10.94 3.22 7.31 5.23 5.05
Principal Spectrum Pref&Cptl Scs IncInst PPSIX 1.52 11.15 3.30 7.63 5.52 5.37
Principal Spectrum Pref&Cptl Scs IncJ PPSJX 1.54 11.03 3.31 7.41 5.29 5.09
Principal Spectrum Pref&Cptl Scs IncR4 PQARX 1.52 10.89 3.16 7.31 5.20 5.03
Principal Spectrum Pref&Cptl Scs IncC PRFCX 1.43 10.52 3.02 6.61 4.45 4.30
Invesco Oppenheimer Pref Scs and Inc C PSTHX 1.31 --- --- --- --- ---
Invesco Oppenheimer Pref Scs and Inc R PSTJX 1.39 --- --- --- --- ---
Invesco Oppenheimer Pref Scs and Inc R5 PSTVX 1.36 --- --- --- --- ---
Principal Spectrum Pref&Cptl Scs IncR1 PUSAX 1.47 10.57 3.12 6.75 4.69 4.53
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