Preferred Stock

Preferred stock portfolios concentrate on preferred stocks and perpetual bonds. These portfolios tend to have more credit risk than government or agency backed bonds, and effective duration longer than other bond portfolios. These portfolios hold more than 65% of assets in preferred stocks and perpetual bonds. Morningstar®

#1 Forward Select Income Fund (KIFAX)

Performance (1-yr.): 4.59% Expenses: 1.64%
Performance (1-mo.): 3.10% Total Assets: $1.5B
See all details for KIFAX »

Cohen & Steers Preferred Securities and Income Fund (CPXAX)

Performance (1-yr.): 4.66% Expenses: 1.10%
Performance (1-mo.): 2.29% Total Assets: $2.19B
See all details for CPXAX »

Destra Preferred and Income Securities Fund (DPIAX)

Performance (1-yr.): 2.44% Expenses: 1.50%
Performance (1-mo.): 2.36% Total Assets: $33.68M
See all details for DPIAX »

First Trust Preferred Securities and Income Fund (FPEAX)

Performance (1-yr.): 2.75% Expenses: 1.40%
Performance (1-mo.): 1.84% Total Assets: $167.41M
See all details for FPEAX »

Nuveen NWQ Flexible Income Fund (NWQAX)

Performance (1-yr.): 2.61% Expenses: 0.97%
Performance (1-mo.): 2.82% Total Assets: $38.23M
See all details for NWQAX »

Nuveen Preferred Securities Fund (NPSAX)

Performance (1-yr.): 4.75% Expenses: 1.07%
Performance (1-mo.): 1.67% Total Assets: $1.21B
See all details for NPSAX »

Orinda Income Opportunities Fund (OIOAX)

Performance (1-yr.): Expenses: 1.92%
Performance (1-mo.): 1.63% Total Assets: $99.13M
See all details for OIOAX »

Principal Preferred Securities Fund (PPSAX)

Performance (1-yr.): 3.29% Expenses: 1.07%
Performance (1-mo.): 1.83% Total Assets: $4.33B
See all details for PPSAX »

Top Performing Preferred Stock Funds As of 03.05.2014

Forward Select Income Fund (KIFAX)

Total Return: 3.10%

Nuveen NWQ Flexible Income Fund (NWQAX)

Total Return: 2.82%

Destra Preferred and Income Securities Fund (DPIAX)

Total Return: 2.36%

Nuveen Preferred Securities Fund (NPSAX)

Total Return: 4.75%

Cohen & Steers Preferred Securities and Income Fund (CPXAX)

Total Return: 4.66%

Forward Select Income Fund (KIFAX)

Total Return: 4.59%

Forward Select Income Fund (KIFAX)

Total Return: 9.80%

Cohen & Steers Preferred Securities and Income Fund (CPXAX)

Total Return: 9.47%

Nuveen Preferred Securities Fund (NPSAX)

Total Return: 9.19%

* Annualized