PFXF icon

VanEck Preferred Securities ex Financials ETF

15.95 USD
+0.20
1.27%
At close Apr 17, 4:00 PM EDT
1 day
1.27%
5 days
1.79%
1 month
-6.56%
3 months
-8.54%
6 months
-12.98%
Year to date
-8.18%
1 year
-5.62%
5 years
-10.99%
10 years
-22.84%
0
Funds holding %
of 7,407 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

463% more call options, than puts

Call options by funds: $231K | Put options by funds: $41K

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

6% more funds holding

Funds holding: 180 [Q3] → 190 (+10) [Q4]

2% less capital invested

Capital invested by funds: $574M [Q3] → $560M (-$14M) [Q4]

3.48% less ownership

Funds ownership: 33.06% [Q3] → 29.58% (-3.48%) [Q4]

33% less funds holding in top 10

Funds holding in top 10: 6 [Q3] → 4 (-2) [Q4]

Research analyst outlook

We haven’t received any recent analyst ratings for PFXF.

Financial journalist opinion

Neutral
Seeking Alpha
3 weeks ago
PFXF: Under The Radar Beneficiary Of U.S. Cost Cutting
The VanEck Preferred Securities ex Financials ETF has 64.7% of its portfolio allocated to long-duration preferred securities. The new U.S. administration is focused on cutting the budget deficit to around 3.00-3.50% of GDP, allowing for a stabilization in the debt/GDP ratio. Together with future Fed rate cuts, this should allow risk-free interest rates to decline.
PFXF: Under The Radar Beneficiary Of U.S. Cost Cutting
Positive
Seeking Alpha
2 months ago
My Near-Perfect Retirement Dividend Portfolio
Low-volatility, dividend growth stocks offer long-term outperformance and a favorable risk profile, despite lower yields during bull markets. Dividend growth portfolios can significantly increase yields over time, making them a strong choice for retirement-focused investors. The 4% rule remains a valid strategy for retirement, but adjustments may be needed due to increasing life expectancies.
My Near-Perfect Retirement Dividend Portfolio
Positive
Kiplinger
1 month ago
5 of the Best Preferred Stock ETFs for High and Stable Dividends
The best preferred stock ETFs allow you to reduce your risk by investing in baskets of preferred stocks.
5 of the Best Preferred Stock ETFs for High and Stable Dividends
Neutral
ETF Trends
7 months ago
Positioning Ahead of the Fed: ETFs for a Lower Rate Era
The first cut is the deepest — so they say. As with all complicated relationships, this mantra may certainly ring true for the Federal Reserve and the markets — at least from a psychological standpoint.
Positioning Ahead of the Fed: ETFs for a Lower Rate Era
Neutral
Seeking Alpha
7 months ago
PFXF: Preferred Stocks ETF Beating Peers, Yet Unattractive
VanEck Preferred Securities ex Financials ETF is invested in US-traded preferred stocks of non-financial companies. PFXF is quite concentrated in its top issuers, and about two-thirds of its assets are below investment grade. PFXF has outperformed its most popular competitors and a high-yield bond index since 2013.
PFXF: Preferred Stocks ETF Beating Peers, Yet Unattractive
Neutral
Seeking Alpha
9 months ago
Assessing Leveraged PFFA Vs. Other Preferred Share Funds I Own
Despite relative outperformance in recent years, I cannot justify an allocation to PFFA.
Assessing Leveraged PFFA Vs. Other Preferred Share Funds I Own
Positive
Seeking Alpha
10 months ago
PFXF: A Strong Buy When You Love Preferred Yields Of 7%, But Don't Want Bank Risks
VanEck Preferred Securities ex Financials ETF primarily invests in preferred securities with high yields, avoiding financial stocks. The ETF has $1.69 billion in assets, low expense ratio of 0.41%, and 30-day SEC yield of 6.76%. Exclusion of financial stocks could lead to potential capital gains and high yields over the next few years.
Negative
Seeking Alpha
11 months ago
Preferreds Weekly Review: Bond Interest Deferral Worries Investors
We take a look at the action in preferreds and baby bonds through the second week of April and highlight some of the key themes we are watching.
Positive
ETF Trends
1 year ago
How to Capitalize on Preferred Stock Strength, Limit Risk
Fueled in part by expectations that the Federal Reserve will lower interest rates this year — or at the very least, won't hike anymore — preferred stocks and related ETFs are delivering solid showings for income investors. For its part, the VanEck Preferred Securities ex Financials ETF (PFXF) is higher by nearly 4% year to date.
Positive
Seeking Alpha
1 year ago
Preferreds Weekly Review: Keep An Eye On The Spread Of Floating-Rate Preferreds
We take a look at the action in preferreds and baby bonds through the fourth week of March and highlight some of the key themes we are watching. Preferreds had a good week as Treasury yields fell on the back of the Fed's more dovish than expected stance. We take a look at how stocks with different spreads over SOFR could react to Fed's cuts.
Charts implemented using Lightweight Charts™