Virtus Diversified Income & Convertible Fund (ACV) Alternatives
Virtus Diversified Income & Convertible Fund (ACV) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ACV. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ACV
ACV charges 2.69% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ACV alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ACV vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ACV vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ACV vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ACV vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | ACV vs MAANX |
Best Risk-Adjusted Alternatives to ACV
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | ACV vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ACV vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ACV vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ACV vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ACV vs PMAIX |
Top Performing ACV Alternatives (YTD)
ACV alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | ACV vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ACV vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ACV vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ACV vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ACV vs CONWX |
Lowest Volatility Alternatives to ACV
ACV alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | ACV vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ACV vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ACV vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ACV vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ACV vs SICIX |
Lowest Drawdown Alternatives to ACV
ACV alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | ACV vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ACV vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ACV vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ACV vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ACV vs SICIX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 0.42% | Oct 29, 2019 | ACV vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | ACV vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | ACV vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | ACV vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | ACV vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | ACV vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | ACV vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | ACV vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | ACV vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | ACV vs PHRAX |
Often Compared With ACV
What investors most often compare with ACV, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Equity & Convertible Income Fund | Derivative Income | 57 | -4.30% | Feb 27, 2007 | ACV vs NIE | |
| Advent Convertible and Income Fund | Convertible Bonds | 19 | -8.46% | Apr 29, 2003 | ACV vs AVK | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | ACV vs SPY | |
| Reaves Utility Income Trust | 81 | 8.44% | — | ACV vs UTG | ||
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | ACV vs FYMIX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | ACV vs EKBAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | ACV vs TPDAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | ACV vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | ACV vs WWWEX | |
| Adams Diversified Equity Fund, Inc. | Large Cap Growth Equities | 83 | -4.23% | Jan 2, 1990 | ACV vs ADX |
Compare ACV with Any Fund or Stock
Compare ACV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.