Invesco Convertible Securities Fund (CNSDX) belongs to the 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 CNSDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CNSDX
CNSDX charges 0.68% annually. No mutual funds in the Convertible Bonds category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.71%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Convertible Fund | 0.71% | — | Apr 1993 | CNSDX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | — | Apr 2003 | CNSDX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | — | Jun 2003 | CNSDX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | — | Apr 1987 | CNSDX vs FISCX | |
| Lord Abbett Convertible Fund | 0.86% | — | Jun 2003 | CNSDX vs LCFYX |
Best Risk-Adjusted Alternatives to CNSDX
CNSDX has a PortfoliosLab risk / return rank of 80. There are 7 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Convertible Fund | 93 | — | Apr 1993 | CNSDX vs ANNPX | |
| Columbia Convertible Securities Fund | 90 | — | Sep 1987 | CNSDX vs PACIX | |
| Harbor Convertible Securities Fund | 90 | — | May 2011 | CNSDX vs HICSX | |
| Calamos Global Convertible Fund | 90 | — | Dec 2014 | CNSDX vs CXGCX | |
| Lord Abbett Convertible Fund Class F3 | 87 | — | Jun 2003 | CNSDX vs LOCFX |
Top Performing CNSDX Alternatives (YTD)
CNSDX is at 23.57% YTD. There are 4 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 25.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 25.49% | — | Jun 1997 | CNSDX vs CHI | |
| Columbia Convertible Securities Fund | 24.05% | — | Sep 1987 | CNSDX vs PACIX | |
| Harbor Convertible Securities Fund | 23.92% | — | May 2011 | CNSDX vs HICSX | |
| Putnam Convertible Securities Fund | 23.89% | — | Jun 1972 | CNSDX vs PCONX | |
| TETON Convertible Securities Fund | 22.66% | — | Sep 1997 | CNSDX vs WESRX |
Lowest Volatility Alternatives to CNSDX
CNSDX has 15.61% 1-year volatility. There are 11 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 5.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Convertible Bond Fund | 5.19% | — | Dec 2007 | CNSDX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 6.97% | — | Dec 2019 | CNSDX vs PBXIX | |
| Calamos Global Convertible Fund | 10.12% | — | Dec 2014 | CNSDX vs CXGCX | |
| Franklin Convertible Securities Fund | 10.45% | — | Apr 1987 | CNSDX vs FISCX | |
| Virtus Convertible Fund | 13.97% | — | Apr 1993 | CNSDX vs ANNPX |
Lowest Drawdown Alternatives to CNSDX
CNSDX has a 1-year max drawdown of -8.09%. There are 10 mutual funds in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -4.53%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Convertible Bond Fund | -4.53% | — | Dec 2007 | CNSDX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | CNSDX vs PBXIX | |
| Calamos Global Convertible Fund | -5.75% | — | Dec 2014 | CNSDX vs CXGCX | |
| Franklin Convertible Securities Fund | -6.38% | — | Apr 1987 | CNSDX vs FISCX | |
| Harbor Convertible Securities Fund | -6.92% | — | May 2011 | CNSDX vs HICSX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 76 | 21.57% | — | Oct 2020 | CNSDX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 41 | 9.93% | — | — | CNSDX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 28 | 3.54% | — | Jul 1983 | CNSDX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 87 | 23.96% | — | Jun 2001 | CNSDX vs VVOAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | CNSDX vs VAFAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 59 | 9.14% | — | Oct 1968 | CNSDX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 41 | 6.01% | — | Feb 1988 | CNSDX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 31.33% | — | Jun 1999 | CNSDX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 67 | 6.02% | — | Aug 1960 | CNSDX vs ACEIX | |
| Invesco Global Fund | Global Equities | 25 | 9.82% | — | Dec 1969 | CNSDX vs OPPAX |
Often Compared With CNSDX
Investors most often compare CNSDX with NCZ, GCV, PCF. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Convertible and Income Fund II | Convertible Bonds | 74 | 18.39% | — | Jul 2003 | CNSDX vs NCZ | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 86 | 16.95% | — | Jul 1989 | CNSDX vs GCV | |
| High Income Securities Fund | Convertible Bonds | 3 | -3.92% | — | Jul 1987 | CNSDX vs PCF | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 77 | 21.02% | — | May 2003 | CNSDX vs CHY | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 42 | 10.05% | — | Jul 1997 | CNSDX vs VADDX |
Compare CNSDX with Any Fund or Stock
Compare CNSDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CNSDX with funds that move differently
Invesco Convertible Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CNSDX.
Explore CNSDX Diversifiers