Harbor Convertible Securities Fund (HICSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HICSX
HICSX charges 1.12% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among HICSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | HICSX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | HICSX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | HICSX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | HICSX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | HICSX vs FISCX |
Best Risk-Adjusted Alternatives to HICSX
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 | HICSX vs ANNPX | |
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | HICSX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | HICSX vs LOCFX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | HICSX vs PACIX | |
| Calamos Global Convertible Fund | 75 | Dec 30, 2014 | HICSX vs CXGCX |
Top Performing HICSX Alternatives (YTD)
HICSX 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 | HICSX vs CHI | |
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | HICSX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | HICSX vs LOCFX | |
| Columbia Convertible Securities Fund | 0.04% | Sep 24, 1987 | HICSX vs PACIX | |
| Virtus Convertible Fund | -0.19% | Apr 18, 1993 | HICSX vs ANNPX |
Lowest Volatility Alternatives to HICSX
HICSX 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 | HICSX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | HICSX vs PBXIX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | HICSX vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | HICSX vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | HICSX vs ANNPX |
Lowest Drawdown Alternatives to HICSX
HICSX 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 | HICSX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | HICSX vs PBXIX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | HICSX vs CXGCX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | HICSX vs LOCFX | |
| Lord Abbett Convertible Fund | -7.06% | Jun 29, 2003 | HICSX vs LCFYX |
Other Mutual Funds from Harbor
Most popular Harbor mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 15 | -14.13% | Dec 29, 1987 | HICSX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 15 | -14.12% | — | HICSX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 39 | -3.96% | Dec 29, 1987 | HICSX vs HAINX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 60 | -0.23% | Dec 29, 1987 | HICSX vs HABDX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 70 | 2.65% | Mar 1, 2002 | HICSX vs HAMVX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 36 | -3.83% | Nov 1, 2000 | HICSX vs HASGX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 58 | -0.14% | Jun 1, 2018 | HICSX vs HACBX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 63 | 8.12% | Dec 14, 2001 | HICSX vs HASCX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 17 | -3.93% | Dec 29, 1987 | HICSX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 71 | -1.42% | Mar 1, 2019 | HICSX vs HAONX |
Often Compared With HICSX
What investors most often compare with HICSX, 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 | HICSX vs PCONX | |
| TETON Convertible Securities Fund | Convertible Bonds | 44 | -3.62% | Sep 29, 1997 | HICSX vs WESRX | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 80 | 6.04% | Jul 3, 1989 | HICSX vs GCV |
Compare HICSX with Any Fund or Stock
Compare HICSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.