LBFFX Alternatives & Similar Mutual Funds

Lord Abbett Convertible Fund Class F (LBFFX) 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 LBFFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LBFFX

LBFFX charges 0.93% annually. There are 9 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	LBFFX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	LBFFX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	LBFFX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	LBFFX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	LBFFX vs NPSRX

Best Risk-Adjusted Alternatives to LBFFX

LBFFX has a PortfoliosLab risk / return rank of 88. There are 8 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
CICVX	Calamos Convertible Fund	91	—	Jun 1997	LBFFX vs CICVX
CCVIX	Calamos Convertible Fund	91	—	Jun 1985	LBFFX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	90	—	Oct 2018	LBFFX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	90	—	Feb 2009	LBFFX vs FICVX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	89	—	Feb 2009	LBFFX vs FACVX

Top Performing LBFFX Alternatives (YTD)

LBFFX is at 22.45% YTD. There are 8 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 26.40%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	26.40%	—	Jun 1997	LBFFX vs CICVX
CCVIX	Calamos Convertible Fund	26.29%	—	Jun 1985	LBFFX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	25.47%	—	Oct 2018	LBFFX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	25.40%	—	Jan 1987	LBFFX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	25.40%	—	Feb 2009	LBFFX vs FICVX

Lowest Volatility Alternatives to LBFFX

LBFFX has 14.72% 1-year volatility. There are 11 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.85%	—	Nov 2015	LBFFX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.12%	—	Apr 2011	LBFFX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.12%	—	Mar 2014	LBFFX vs PCSFX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.39%	—	Apr 2002	LBFFX vs PPSIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	LBFFX vs PISHX

Lowest Drawdown Alternatives to LBFFX

LBFFX has a 1-year max drawdown of -7.07%. There are 11 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	LBFFX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	LBFFX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	LBFFX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	LBFFX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	LBFFX vs CPXIX

Other Mutual Funds from Lord Abbett

The 10 most viewed Lord Abbett mutual funds shown here include LLDYX, LALDX, LSYAX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LLDYX	Lord Abbett Short Duration Income Fund	Total Bond Market	69	0.78%	—	Oct 2004	LBFFX vs LLDYX
LALDX	Lord Abbett Short Duration Income Fund	Short-Term Bond	67	0.96%	—	Nov 1993	LBFFX vs LALDX
LSYAX	Lord Abbett Short Duration High Yield Fund	High Yield Bonds	80	2.47%	—	May 2020	LBFFX vs LSYAX
LAFFX	Lord Abbett Affiliated Fund	Large Cap Value Equities	54	9.14%	—	Jan 1950	LBFFX vs LAFFX
LSYIX	Lord Abbett Short Duration High Yield Fund	High Yield Bonds	82	2.55%	—	Apr 2020	LBFFX vs LSYIX
LBNDX	Lord Abbett Bond Debenture Fund	Multisector Bonds	49	1.63%	—	Mar 1971	LBFFX vs LBNDX
LHYAX	Lord Abbett High Yield Fund	High Yield Bonds	67	1.86%	—	Dec 1998	LBFFX vs LHYAX
LUBYX	Lord Abbett Ultra Short Bond Fund	Ultrashort Bond	98	1.44%	—	Oct 2016	LBFFX vs LUBYX
LGLIX	Lord Abbett Growth Leaders Fund	Large Cap Growth Equities	17	10.47%	—	Jun 2011	LBFFX vs LGLIX
LAVLX	Lord Abbett Mid Cap Stock Fund	Mid Cap Value Equities	51	11.40%	—	Jun 1983	LBFFX vs LAVLX

Often Compared With LBFFX

Investors most often compare LBFFX with PFD, FPF, NCV. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	18	-0.69%	—	Jan 1991	LBFFX vs PFD
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	10	-0.26%	—	Apr 2009	LBFFX vs FPF
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	80	19.08%	—	Mar 2003	LBFFX vs NCV
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	17	4.49%	—	Jun 2003	LBFFX vs HPS
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	72	0.36%	—	Jan 2011	LBFFX vs FPEIX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	12	-0.27%	—	—	LBFFX vs PSF
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	88	24.86%	—	Feb 2009	LBFFX vs FCCVX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	74	1.82%	—	Apr 2015	LBFFX vs PFINX
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	78	1.39%	—	Mar 2022	LBFFX vs JPDIX
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	0.12%	—	Mar 2003	LBFFX vs JPC
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	10	0.29%	—	May 2012	LBFFX vs LDP
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	8	4.21%	—	—	LBFFX vs PTA
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	14	1.60%	—	Mar 2001	LBFFX vs KIFAX
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	14	3.06%	—	Dec 2021	LBFFX vs NPFD
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	21	2.64%	—	Jan 2005	LBFFX vs HPF
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	89	25.12%	—	Feb 2009	LBFFX vs FTCVX
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	15	2.38%	—	Aug 2002	LBFFX vs HPI
OIOIX	AXS Income Opportunities Fund	Preferred Stock/Convertible Bonds	—	—	—	Jun 2013	LBFFX vs OIOIX
LAGWX	Lord Abbett Developing Growth Fund	Small Cap Growth Equities	68	31.17%	—	Oct 1973	LBFFX vs LAGWX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	Preferred Stock/Convertible Bonds	39	4.75%	—	—	LBFFX vs SBFCX

Compare LBFFX with Any Fund or Stock

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

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Diversifiers

Pair LBFFX with funds that move differently

Lord Abbett Convertible Fund Class F alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LBFFX.

Explore LBFFX Diversifiers

Lord Abbett Convertible Fund Class F (LBFFX) Alternatives