Invesco Convertible Securities Fund (CNSDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CNSDX
CNSDX charges 0.68% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among CNSDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | CNSDX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | CNSDX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | CNSDX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | CNSDX vs FISCX | |
| Lord Abbett Convertible Fund | 0.86% | Jun 29, 2003 | CNSDX vs LCFYX |
Best Risk-Adjusted Alternatives to CNSDX
Among mutual funds in the Convertible Bonds 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 | |
|---|---|---|---|---|
| Virtus Convertible Fund | 91 | Apr 18, 1993 | CNSDX vs ANNPX | |
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | CNSDX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | CNSDX vs LOCFX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | CNSDX vs HICSX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | CNSDX vs PACIX |
Top Performing CNSDX Alternatives (YTD)
CNSDX alternatives from the Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 4.22% | Jun 25, 1997 | CNSDX vs CHI | |
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | CNSDX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | CNSDX vs LOCFX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | CNSDX vs HICSX | |
| Columbia Convertible Securities Fund | 0.04% | Sep 24, 1987 | CNSDX vs PACIX |
Lowest Volatility Alternatives to CNSDX
CNSDX alternatives from the Convertible Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Miller Convertible Bond Fund | 5.46% | Dec 26, 2007 | CNSDX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | CNSDX vs PBXIX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | CNSDX vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | CNSDX vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | CNSDX vs ANNPX |
Lowest Drawdown Alternatives to CNSDX
CNSDX alternatives from the Convertible Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Miller Convertible Bond Fund | -4.53% | Dec 26, 2007 | CNSDX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | CNSDX vs PBXIX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | CNSDX vs CXGCX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | CNSDX vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | CNSDX vs LOCFX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | CNSDX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | CNSDX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | CNSDX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | CNSDX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | CNSDX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | CNSDX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | CNSDX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | CNSDX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | CNSDX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | CNSDX vs VVOAX |
Often Compared With CNSDX
What investors most often compare with CNSDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Convertible Securities Fund | Convertible Bonds | 62 | -0.37% | Jun 28, 1972 | CNSDX vs PCONX | |
| TETON Convertible Securities Fund | Convertible Bonds | 44 | -3.62% | Sep 29, 1997 | CNSDX vs WESRX | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 80 | 6.04% | Jul 3, 1989 | CNSDX vs GCV | |
| Virtus Convertible and Income Fund II | Convertible Bonds | 84 | -0.21% | Jul 31, 2003 | CNSDX vs NCZ |
Compare CNSDX with Any Fund or Stock
Compare CNSDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.