| 1 |
Eaton Vance Balanced Fund
· EVIFX, ECIFX, EIIFX, ERIFX, ESIFX
cheaper
|
87%
|
0.68% |
Eaton Vance Management |
| 2 |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
3%
|
— |
— |
| 3 |
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
|
3%
|
— |
— |
| 4 |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
3%
|
— |
— |
| 5 |
Flaherty & Crumrine Dynamic Preferred and Income Fund Incorporated
|
2%
|
— |
— |
| 6 |
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
|
2%
|
— |
— |
| 7 |
Eaton Vance Preferred Securities and Income ETF
cheaper
|
2%
|
0.39% |
— |
| 8 |
Cohen & Steers Preferred Securities & Income Fund, Inc.
· CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX
cheaper
diff. adviser
|
2%
|
0.79% |
Cohen & Steers Capital Management, Inc. |
| 9 |
Flaherty & Crumrine Preferred and Income Fund Incorporated
|
2%
|
— |
— |
| 10 |
Flaherty & Crumrine Preferred and Income Securities Fund Incorporated
|
2%
|
— |
— |
| 11 |
First Trust Preferred Securities and Income ETF
· FPE
cheaper
diff. adviser
|
2%
|
0.83% |
First Trust Advisors L.P. |
| 12 |
First Trust Institutional Preferred Securities and Income ETF
· FPEI
cheaper
diff. adviser
|
2%
|
0.85% |
First Trust Advisors L.P. |
| 13 |
Nuveen Preferred & Income Opportunities Fund
|
2%
|
— |
— |
| 14 |
Flaherty & Crumrine Total Return Fund Incorporated
|
2%
|
— |
— |
| 15 |
Preferred Securities and Income SMA Shares
· PISHX
cheaper
diff. adviser
|
2%
|
0.00% |
Cohen & Steers Capital Management, Inc. |
| 16 |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
2%
|
— |
— |
| 17 |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
2%
|
— |
— |
| 18 |
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
|
2%
|
— |
— |
| 19 |
Cohen & Steers Low Duration Preferred and Income Fund, Inc.
· LPXAX, LPXCX, LPXIX, LPXRX, LPXZX, LPXFX
cheaper
diff. adviser
|
2%
|
0.60% |
Cohen & Steers Capital Management, Inc. |
| 20 |
Eaton Vance Global Income Builder Fund
· EDIAX, EDICX, EDIRX, EDIIX
cheaper
diff. adviser
|
2%
|
0.92% |
Boston Management and Research |