VanEck Preferred Securities ex Financials ETF

PFXF

Market cap $1.92B

Overview Fund Activity

17.95 USD

+0.06

0.34%

At close Updated Sep 15, 3:43 PM EDT

1 day

0.34%

5 days

0.28%

1 month

1.18%

3 months

6.47%

6 months

5.16%

Year to date

3.34%

1 year

-1.43%

5 years

-7.38%

10 years

-9.39%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

8% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 59

1.98% less ownership

Funds ownership: 27.99% [Q1] → 26.01% (-1.98%) [Q2]

3% less funds holding

Funds holding: 187 [Q1] → 182 (-5) [Q2]

10% less capital invested

Capital invested by funds: $518M [Q1] → $466M (-$51.4M) [Q2]

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

25% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]

See Fund Rankings

Financial journalist opinion

Based on 3 articles about PFXF published over the past 30 days

The Only Retirement Investing Strategy I Would Trust With My Future

Building a strong retirement portfolio takes time and effort, but a solid foundation makes long-term success achievable. I learned that combining stability with selective opportunities creates a portfolio that's resilient and requires minimal adjustments. With the right balance, even small changes can enhance returns while letting me stay confident and sleep well through market swings.

The Only Retirement Investing Strategy I Would Trust With My Future

Preferred Stocks With Room To Run

I built a preferred stock portfolio starting in 2022 in anticipation of falling inflation and interest rates, which has delivered strong double-digit returns. With fiscal and monetary policy now more aligned, I expect inflation to return to the Fed's 2% target and falling interest rates creating further upside for preferred stocks and ETFs. Preferred stocks RITM.PR.D, ABR.PR.F, CIM.PR.C, and ETFs PFFA, PFFR, and PFXF should benefit from declining rates over the next year.

Preferred Stocks With Room To Run

PFXF's Portfolio Breakdown

VanEck Preferred Securities ex Financials ETF offers a diversified portfolio, with $1.89B in assets and a low 0.4% management fee. The fund's core holdings are baby bonds, mandatory convertibles, and fixed-rate preferreds, most trading below par with 6.8%-7.1% yields. Floating and fixed-to-floating rate securities provide higher yields but come with increased risk, making them suitable for risk-tolerant investors.

PFXF's Portfolio Breakdown

PFXF's Complete Portfolio Review

PFXF offers diversified exposure to preferred securities, with a 6.77% distribution yield and a 0.40% management fee. The portfolio is well-diversified across baby bonds, mandatory convertibles, fixed-rate, and resettable preferred stocks, emphasizing yield and credit quality. PFXF provides attractive yields across its segments, making it a compelling option for income-focused investors seeking preferreds outside the financial sector.

PFXF's Complete Portfolio Review

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

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

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

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

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

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

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