FundWatcher
PPREX
Spectrum Preferred and Capital Securities Income Fund
Principal Funds, Inc

Similar funds

Computed 2026-07-05

Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.

#FundOverlapNet exp.Adviser
1 Capital Securities Fund · PCSFX cheaper 54% 0.00% Principal Global Investors, LLC
2 Principal Spectrum Preferred Securities Active ETF · PREF cheaper 41% 0.55% Principal Global Investors, LLC
3 Nuveen Preferred & Income Opportunities Fund 40% — —
4 Nuveen Preferred and Income ETF · NPFI cheaper diff. adviser 37% 0.56% Nuveen Fund Advisors, LLC
5 Nuveen Preferred Securities and Income Fund · NPSAX, NPSCX, NPSRX, NPSFX cheaper 36% 0.68% —
6 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund · PRFD diff. adviser 35% 0.73% Pacific Investment Management Company LLC
7 First Trust Institutional Preferred Securities and Income ETF · FPEI diff. adviser 34% 0.85% First Trust Advisors L.P.
8 JPMorgan Preferred and Income Securities Fund · JPDRX, JPDAX, JPDIX, JPDCX cheaper diff. adviser 34% 0.57% J.P. Morgan Investment Management, Inc.
9 Principal Spectrum Preferred and Income ETF · PQDI cheaper 34% 0.60% Principal Global Investors, LLC
10 Preferred Securities and Income SMA Shares · PISHX cheaper diff. adviser 33% 0.00% Cohen & Steers Capital Management, Inc.
11 Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 33% — —
12 Cohen & Steers Select Preferred & Income Fund, Inc. 33% — —
13 Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 32% — —
14 Cohen & Steers Preferred Securities & Income Fund, Inc. · CPXAX, CPXCX, CPXIX, CPRRX, CPXZX, CPXFX diff. adviser 32% 0.79% Cohen & Steers Capital Management, Inc.
15 Nuveen Variable Rate Preferred & Income Fund 31% — —
16 First Trust Intermediate Duration Preferred & Income Fund 31% — —
17 First Trust Preferred Securities and Income ETF · FPE diff. adviser 30% 0.83% First Trust Advisors L.P.
18 First Trust Preferred Securities and Income Fund · FPEAX, FPECX, FPEFX, FPEIX, FPERX diff. adviser 29% 1.06% First Trust Advisors L.P.
19 Flaherty & Crumrine Preferred and Income Securities Fund Incorporated 29% — —
20 Flaherty & Crumrine Preferred and Income Fund Incorporated 29% — —

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