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SIE: Equity Securities
SIE practice questionhardPreferred Stock — Adjustable Rate

Which type of preferred stock offers the LEAST interest rate risk?

  1. AStraight (fixed-rate) preferred stock
  2. BAdjustable-rate preferred stock✓ Correct answer
  3. CCallable preferred stock
  4. DConvertible preferred stock
Explanation

Why BAdjustable-rate preferred stock

Adjustable-rate (variable-rate) preferred stock has dividend rates that reset periodically based on a benchmark rate. Because the dividend adjusts with market rates, the price stays relatively stable, resulting in the least interest rate risk. Fixed-rate preferred (A) is most sensitive to rate changes. Callable preferred (B) has reinvestment risk. Convertible preferred (D) has equity-like price behavior.

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