CCVIX Alternatives & Similar Mutual Funds

Calamos Convertible Fund (CCVIX) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CCVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CCVIX

CCVIX charges 1.10% annually. There are 12 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.59%.

Symbol	Name	Expense Ratio	AUM	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	CCVIX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	CCVIX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	CCVIX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	CCVIX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	CCVIX vs NPSRX

Best Risk-Adjusted Alternatives to CCVIX

CCVIX has a PortfoliosLab risk / return rank of 77. There are 6 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 89.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	89	—	Apr 2011	CCVIX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	88	—	Feb 2019	CCVIX vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	CCVIX vs LPXZX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	81	—	May 2010	CCVIX vs CPXIX
CICVX	Calamos Convertible Fund	78	—	Jun 1997	CCVIX vs CICVX

Top Performing CCVIX Alternatives (YTD)

CCVIX is at 20.71% YTD. There is 1 mutual fund in the Preferred Stock/Convertible Bonds category with a higher YTD return, going as high as 20.86%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	20.86%	—	Jun 1997	CCVIX vs CICVX
FCVSX	Fidelity Convertible Securities Fund	17.33%	—	Jan 1987	CCVIX vs FCVSX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	16.96%	—	Oct 2018	CCVIX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	16.91%	—	Feb 2009	CCVIX vs FICVX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	16.81%	—	Feb 2009	CCVIX vs FACVX

Lowest Volatility Alternatives to CCVIX

CCVIX has 16.33% 1-year volatility. There are 17 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.87%	—	Nov 2015	CCVIX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.11%	—	Apr 2011	CCVIX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	CCVIX vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	CCVIX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.42%	—	Apr 2002	CCVIX vs PPSIX

Lowest Drawdown Alternatives to CCVIX

CCVIX has a 1-year max drawdown of -7.71%. There are 18 mutual funds in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.14%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	—	Nov 2015	CCVIX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	CCVIX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	CCVIX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	CCVIX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	CCVIX vs CPXIX

Other Mutual Funds from Calamos

The 10 most viewed Calamos mutual funds shown here include CMNIX, CSQ, CTSIX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CMNIX	Calamos Market Neutral Income Fund Institutional C...		98	3.54%	—	May 2000	CCVIX vs CMNIX
CSQ	Calamos Strategic Total Return Fund	Diversified Portfolio	32	10.82%	—	Mar 2004	CCVIX vs CSQ
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	76	29.08%	—	Mar 2011	CCVIX vs CTSIX
CHI	Calamos Convertible Opportunities and Income Fund	Convertible Bonds	82	28.85%	—	Jun 1997	CCVIX vs CHI
CPLIX	Calamos Phineus Long/Short Fund	Long-Short	3	2.13%	—	Apr 2016	CCVIX vs CPLIX
CVTRX	Calamos Growth and Income Fund	Diversified Portfolio	62	11.65%	—	Sep 1988	CCVIX vs CVTRX
CIHEX	Calamos Hedged Equity Fund	Options Trading	77	6.62%	—	Dec 2014	CCVIX vs CIHEX
CIGEX	Calamos Global Equity Fund	Global Equities	28	16.07%	—	Feb 2007	CCVIX vs CIGEX
CHY	Calamos Convertible and High Income Closed Fund	Convertible Bonds	81	22.96%	—	May 2003	CCVIX vs CHY
CHYDX	Calamos High Income Opportunities Fund	High Yield Bonds	90	2.41%	—	Aug 1999	CCVIX vs CHYDX

Often Compared With CCVIX

Investors most often compare CCVIX with SPY, LBFFX, NPFD. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	65	10.67%	783.21B	Jan 1993	CCVIX vs SPY
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	58	14.39%	—	—	CCVIX vs LBFFX
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	14	3.41%	—	Dec 2021	CCVIX vs NPFD
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	18	0.87%	—	Jan 1991	CCVIX vs PFD
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	73	2.33%	—	Apr 2015	CCVIX vs PFINX
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	2.00%	—	Mar 2003	CCVIX vs JPC
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	62	14.40%	—	Mar 2003	CCVIX vs NCV
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	6	3.65%	—	—	CCVIX vs PTA
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	13	2.71%	—	—	CCVIX vs PSF
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	13	4.22%	—	May 2012	CCVIX vs LDP
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	8	1.62%	—	Apr 2009	CCVIX vs FPF
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	66	0.47%	—	Jan 2011	CCVIX vs FPEIX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	21	4.78%	—	Jun 2003	CCVIX vs HPS
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	62	16.56%	—	Feb 2009	CCVIX vs FCCVX
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	30	4.72%	—	Jan 2005	CCVIX vs HPF
CVGRX	Calamos Growth Fund	Large Cap Growth Equities	19	8.86%	—	Sep 1990	CCVIX vs CVGRX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	62	16.59%	—	Feb 2009	CCVIX vs FTCVX
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	16	1.09%	—	Feb 1992	CCVIX vs PFO
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	25	4.58%	—	Aug 2002	CCVIX vs HPI
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	17	3.84%	—	Mar 2001	CCVIX vs KIFAX

Compare CCVIX with Any Fund or Stock

Compare CCVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair CCVIX with funds that move differently

Calamos Convertible Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CCVIX.

Explore CCVIX Diversifiers

Calamos Convertible Fund (CCVIX) Alternatives