PFXF ETF Analysis: Preferred Securities ex | NYSE

Preferred Stock | NYSE, USA | Market Cap: 2.464m USD | 12M Return: 9.3% | Charts, Fundamentals & Technical Analysis

Preferred Stock, Hybrid Debt, Convertible Preferred, Non-Financials
Total Rating 51
Safety 59
Buy Signal -0.79
Preferred Stock
Category Rotation: -6.3
TER: 0.41%
AUM: 2.46B
Avg Turnover: 14.2M
Risk 3d forecast
Volatility12.3%
VaR 5th Pctl2.25%
VaR vs Median1.68%
Reward TTM
Sharpe Ratio0.54
Rel. Str. IBD34.3
Rel. Str. Peer Group83.3
Character TTM
Beta0.472
Beta Downside0.432
Hurst Exponent0.487
Drawdowns 3y
Max DD11.90%
CAGR/Max DD0.69
CAGR/Mean DD3.92

Warnings

Volatile

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.7% 26
Feb -0.3% 26
Mar -0.1% 2
Apr -0.1% 13
May +0.4% 18
Jun +0.0% 10
Jul +1.2% 63
Aug +0.3% 32
Sep -1.6% 25
Oct -0.9% 31
Nov -0.3% 20
Dec +0.8% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: PFXF Preferred Securities ex

The VanEck Preferred Securities ex Financials ETF (PFXF) is an exchange-traded fund that primarily invests at least 80% of its total assets in securities matching its benchmark index, which consists of U.S. exchange-listed hybrid debt, preferred stock, and convertible preferred stock issued by non-financial corporations. As a non-diversified fund, PFXF concentrates its holdings within this specific segment of the preferred securities market, deliberately excluding financial issuers such as banks and insurance companies.

The fund tracks a niche segment of the fixed-income/equity hybrid market, where preferred stock functions as a class of equity paying fixed dividends with priority over common stock in liquidation. By excluding financials, the fund avoids issuers whose capital structures are heavily regulated and complex, focusing instead on preferred securities issued by industrial, utility, and other non-financial corporations.

Headlines to Watch Out For
  • Federal Reserve rate cuts lift preferred security prices
  • Non-financial corporate preferred issuance expands amid refinancing wave
  • Qualified dividend tax treatment faces legislative uncertainty
What is the price of PFXF shares?

As of July 06, 2026, the stock is trading at USD 17.75 with a total of 838,900 shares traded. Over the past week, the price has changed by +0.11%, over one month by -3.25%, over three months by +2.05% and over the past year by +9.26%.

Current recommended Stop Loss: 17.20 (which is 3.1% or 2.5 ATR below the current price).

Is PFXF a buy, sell or hold?

Preferred Securities ex has no consensus analysts rating.