Harbor Convertible Securities Fund (HICSX) 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 HICSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HICSX
HICSX charges 1.12% annually. There are 11 mutual funds in the Convertible Bonds category with lower expense ratios, going as low as 0.68%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | — | Jul 1997 | HICSX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | — | Apr 1993 | HICSX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | — | Apr 2003 | HICSX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | — | Jun 2003 | HICSX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | — | Apr 1987 | HICSX vs FISCX |
Best Risk-Adjusted Alternatives to HICSX
HICSX has a PortfoliosLab risk / return rank of 90. There are 2 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 | HICSX vs ANNPX | |
| Columbia Convertible Securities Fund | 90 | — | Sep 1987 | HICSX vs PACIX | |
| Calamos Global Convertible Fund | 90 | — | Dec 2014 | HICSX vs CXGCX | |
| Lord Abbett Convertible Fund Class F3 | 87 | — | Jun 2003 | HICSX vs LOCFX | |
| Lord Abbett Convertible Fund | 87 | — | Jun 2003 | HICSX vs LCFYX |
Top Performing HICSX Alternatives (YTD)
HICSX is at 23.92% YTD. There are 2 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 | HICSX vs CHI | |
| Columbia Convertible Securities Fund | 24.05% | — | Sep 1987 | HICSX vs PACIX | |
| Putnam Convertible Securities Fund | 23.89% | — | Jun 1972 | HICSX vs PCONX | |
| Invesco Convertible Securities Fund | 23.57% | — | Jul 1997 | HICSX vs CNSDX | |
| TETON Convertible Securities Fund | 22.66% | — | Sep 1997 | HICSX vs WESRX |
Lowest Volatility Alternatives to HICSX
HICSX has 14.28% 1-year volatility. There are 7 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 | HICSX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 6.97% | — | Dec 2019 | HICSX vs PBXIX | |
| Calamos Global Convertible Fund | 10.12% | — | Dec 2014 | HICSX vs CXGCX | |
| Franklin Convertible Securities Fund | 10.45% | — | Apr 1987 | HICSX vs FISCX | |
| Virtus Convertible Fund | 13.97% | — | Apr 1993 | HICSX vs ANNPX |
Lowest Drawdown Alternatives to HICSX
HICSX has a 1-year max drawdown of -6.92%. There are 4 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 | HICSX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | HICSX vs PBXIX | |
| Calamos Global Convertible Fund | -5.75% | — | Dec 2014 | HICSX vs CXGCX | |
| Franklin Convertible Securities Fund | -6.38% | — | Apr 1987 | HICSX vs FISCX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | — | Jun 2003 | HICSX vs LOCFX |
Other Mutual Funds from Harbor
The 10 most viewed Harbor mutual funds shown here include HACAX, HNACX, HAINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 18 | 9.59% | — | Dec 1987 | HICSX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 18 | 9.63% | — | — | HICSX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 15 | 6.07% | — | Dec 1987 | HICSX vs HAINX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 69 | 26.15% | — | Dec 2001 | HICSX vs HASCX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 45 | 18.25% | — | Nov 2000 | HICSX vs HASGX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 30 | 0.68% | — | Dec 1987 | HICSX vs HABDX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 86 | 16.65% | — | Mar 2002 | HICSX vs HAMVX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 26 | 0.53% | — | Jun 2018 | HICSX vs HACBX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 11 | 0.92% | — | Dec 1987 | HICSX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 45 | 15.37% | — | Mar 2019 | HICSX vs HAONX |
Often Compared With HICSX
Investors most often compare HICSX with GCV, PCF, CHY. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 86 | 16.95% | — | Jul 1989 | HICSX vs GCV | |
| High Income Securities Fund | Convertible Bonds | 3 | -3.92% | — | Jul 1987 | HICSX vs PCF | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 77 | 21.02% | — | May 2003 | HICSX vs CHY | |
| Virtus Convertible and Income Fund II | Convertible Bonds | 81 | 20.43% | — | Jul 2003 | HICSX vs NCZ | |
| Harbor International Small Cap Fund | Foreign Small & Mid Cap Equities | 28 | 12.21% | — | Jan 2016 | HICSX vs HIISX |
Compare HICSX with Any Fund or Stock
Compare HICSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HICSX with funds that move differently
Harbor Convertible Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HICSX.
Explore HICSX Diversifiers