Closed-end funds that invest in preferred shares
14 of the 361 U.S. closed-end funds we cover invest in preferred shares.
They are run by 5 firms; the largest are Cohen & Steers (4), Flaherty & Crumrine (4) and John Hancock (3).
None of the investors we follow is pushing for changes at any of them right now.
Yearly costs run from 3.4% to 4.8%.
14 funds
Sort by: name · yearly cost · borrowing · size
- LDP - Cohen & Steers Ltd Duration Preferred & Income Fund
Run by Cohen & Steers. Invests in preferred shares. Costs 3.7% a year. Borrows 33%. - RNP - Cohen & Steers REIT & Preferred & Income Fund
Run by Cohen & Steers. Invests in preferred shares. Costs 3.4% a year. Borrows 30%. - PSF - Cohen & Steers Select Preferred & Income Fund
Run by Cohen & Steers. Invests in preferred shares. Costs 3.8% a year. Borrows 33%. - PTA - Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
Run by Cohen & Steers. Invests in preferred shares. Costs 4.4% a year. Borrows 35%. - FPF - First Trust Intermediate Duration Preferred & Income Fund
Run by First Trust. Invests in preferred shares. Costs 4.2% a year. Borrows 36%. - DFP - Flaherty & Crumrine Dynamic Preferred & Income Fund
Run by Flaherty & Crumrine. Invests in preferred shares. Costs 4.3% a year. Borrows 38%. - PFD - Flaherty & Crumrine Preferred & Income Fund
Run by Flaherty & Crumrine. Invests in preferred shares. Costs 4.3% a year. Borrows 37%. - PFO - Flaherty & Crumrine Preferred & Income Opportunity Fund
Run by Flaherty & Crumrine. Invests in preferred shares. Costs 4.6% a year. Borrows 39%. - FFC - Flaherty & Crumrine Preferred & Income Securities Fund
Run by Flaherty & Crumrine. Invests in preferred shares. Costs 4.1% a year. Borrows 38%. - HPI - John Hancock Preferred Income Fund
Run by John Hancock. Invests in preferred shares. Costs 4.5% a year. Borrows 39%. - HPF - John Hancock Preferred Income Fund II
Run by John Hancock. Invests in preferred shares. Costs 4.5% a year. Borrows 39%. - HPS - John Hancock Preferred Income Fund III
Run by John Hancock. Invests in preferred shares. Costs 4.5% a year. Borrows 38%. - JPC - Nuveen Preferred & Income Opportunities Fund
Run by Nuveen. Invests in preferred shares. Costs 4.7% a year. Borrows 30%. - NPFD - Nuveen Variable Rate Preferred & Income Fund
Run by Nuveen. Invests in preferred shares. Costs 4.8% a year. Borrows 35%.