LBFFX Alternatives & Similar Mutual Funds

Lord Abbett Convertible Fund Class F (LBFFX) 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 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 11 mutual funds in the 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
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	LBFFX vs FCVSX
CNSDX	Invesco Convertible Securities Fund	0.68%	—	Jul 1997	LBFFX vs CNSDX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	LBFFX vs FICVX
ANNPX	Virtus Convertible Fund	0.71%	—	Apr 1993	LBFFX vs ANNPX

Best Risk-Adjusted Alternatives to LBFFX

LBFFX has a PortfoliosLab risk / return rank of 50. There are 19 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	100	—	Aug 2017	LBFFX vs ARBIX
MCIFX	Miller Convertible Bond Fund	92	—	Dec 2007	LBFFX vs MCIFX
CXGCX	Calamos Global Convertible Fund	85	—	Dec 2014	LBFFX vs CXGCX
CHI	Calamos Convertible Opportunities and Income Fund	82	—	Jun 1997	LBFFX vs CHI
ANNPX	Virtus Convertible Fund	78	—	Apr 1993	LBFFX vs ANNPX

Top Performing LBFFX Alternatives (YTD)

LBFFX is at 11.96% YTD. There are 18 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 25.35%.

Symbol	Name	YTD Return	AUM	Inception
CHI	Calamos Convertible Opportunities and Income Fund	25.35%	—	Jun 1997	LBFFX vs CHI
CICVX	Calamos Convertible Fund	17.72%	—	Jun 1997	LBFFX vs CICVX
CCVIX	Calamos Convertible Fund	17.57%	—	Jun 1985	LBFFX vs CCVIX
PACIX	Columbia Convertible Securities Fund	16.64%	—	Sep 1987	LBFFX vs PACIX
CHY	Calamos Convertible and High Income Closed Fund	16.46%	—	May 2003	LBFFX vs CHY

Lowest Volatility Alternatives to LBFFX

LBFFX has 16.83% 1-year volatility. There are 14 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 1.25%.

Symbol	Name	Volatility 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	1.25%	—	Aug 2017	LBFFX vs ARBIX
MCIFX	Miller Convertible Bond Fund	5.37%	—	Dec 2007	LBFFX vs MCIFX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	6.42%	—	—	LBFFX vs SBFCX
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	6.60%	—	Dec 2014	LBFFX vs LEOOX
PBXIX	Rational/Pier 88 Convertible Securities Fund	7.20%	—	Dec 2019	LBFFX vs PBXIX

Lowest Drawdown Alternatives to LBFFX

LBFFX has a 1-year max drawdown of -11.22%. There are 18 mutual funds in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	-0.51%	—	Aug 2017	LBFFX vs ARBIX
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	-3.97%	—	Dec 2014	LBFFX vs LEOOX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	-4.28%	—	—	LBFFX vs SBFCX
MCIFX	Miller Convertible Bond Fund	-4.53%	—	Dec 2007	LBFFX vs MCIFX
PBXIX	Rational/Pier 88 Convertible Securities Fund	-5.16%	—	Dec 2019	LBFFX vs PBXIX

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	88	0.93%	—	Oct 2004	LBFFX vs LLDYX
LALDX	Lord Abbett Short Duration Income Fund	Short-Term Bond	78	0.83%	—	Nov 1993	LBFFX vs LALDX
LSYAX	Lord Abbett Short Duration High Yield Fund	High Yield Bonds	75	1.63%	—	May 2020	LBFFX vs LSYAX
LAFFX	Lord Abbett Affiliated Fund	Large Cap Value Equities	80	11.98%	—	Jan 1950	LBFFX vs LAFFX
LSYIX	Lord Abbett Short Duration High Yield Fund	High Yield Bonds	77	1.72%	—	Apr 2020	LBFFX vs LSYIX
LGLIX	Lord Abbett Growth Leaders Fund	Large Cap Growth Equities	9	1.97%	—	Jun 2011	LBFFX vs LGLIX
LBNDX	Lord Abbett Bond Debenture Fund	Multisector Bonds	38	0.17%	—	Mar 1971	LBFFX vs LBNDX
LHYAX	Lord Abbett High Yield Fund	High Yield Bonds	57	0.83%	—	Dec 1998	LBFFX vs LHYAX
LUBYX	Lord Abbett Ultra Short Bond Fund	Ultrashort Bond	99	1.69%	—	Oct 2016	LBFFX vs LUBYX
LAVLX	Lord Abbett Mid Cap Stock Fund	Mid Cap Value Equities	70	12.42%	—	Jun 1983	LBFFX vs LAVLX

Often Compared With LBFFX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock	7	-1.07%	—	Apr 2009	LBFFX vs FPF
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	52	13.96%	—	Feb 2009	LBFFX vs FACVX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock	20	-0.63%	—	Jan 1991	LBFFX vs PFD
NCV	Virtus Convertible and Income Fund	Convertible Bonds	75	17.13%	—	Mar 2003	LBFFX vs NCV
HPS	John Hancock Preferred Income Fund III	Preferred Stock	23	4.05%	—	Jun 2003	LBFFX vs HPS
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock	59	-0.27%	—	Jan 2011	LBFFX vs FPEIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock	77	1.60%	—	May 2010	LBFFX vs CPXIX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	Preferred Stock	86	1.55%	—	Apr 2011	LBFFX vs DPIIX
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock	83	1.84%	—	Mar 2022	LBFFX vs JPDIX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	Preferred Stock	86	2.14%	—	Nov 2015	LBFFX vs LPXZX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	Preferred Stock	85	2.24%	—	Feb 2019	LBFFX vs PISHX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock	7	0.34%	—	—	LBFFX vs PSF
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	50	13.69%	—	Feb 2009	LBFFX vs FCCVX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock	68	1.70%	—	Apr 2015	LBFFX vs PFINX
PCSFX	Principal Capital Securities Fund	Preferred Stock	77	1.37%	—	Mar 2014	LBFFX vs PCSFX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock	9	1.56%	—	May 2012	LBFFX vs LDP
HPF	John Hancock Preferred Income Fund II	Preferred Stock	28	4.06%	—	Jan 2005	LBFFX vs HPF
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	49	13.75%	—	Feb 2009	LBFFX vs FTCVX
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock	6	2.24%	—	—	LBFFX vs PTA
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock	12	0.17%	—	Mar 2003	LBFFX vs JPC

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