Lord Abbett Convertible Fund (LCFYX) 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 LCFYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LCFYX
LCFYX charges 0.86% annually. There are 5 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 | LCFYX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | — | Apr 1993 | LCFYX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | — | Apr 2003 | LCFYX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | — | Jun 2003 | LCFYX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | — | Apr 1987 | LCFYX vs FISCX |
Best Risk-Adjusted Alternatives to LCFYX
LCFYX has a PortfoliosLab risk / return rank of 87. There are 5 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Convertible Fund | 92 | — | Apr 1993 | LCFYX vs ANNPX | |
| Harbor Convertible Securities Fund | 89 | — | May 2011 | LCFYX vs HICSX | |
| Columbia Convertible Securities Fund | 89 | — | Sep 1987 | LCFYX vs PACIX | |
| Calamos Global Convertible Fund | 89 | — | Dec 2014 | LCFYX vs CXGCX | |
| Lord Abbett Convertible Fund Class F3 | 87 | — | Jun 2003 | LCFYX vs LOCFX |
Top Performing LCFYX Alternatives (YTD)
LCFYX is at 21.38% YTD. There are 7 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 26.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 26.67% | — | Jun 1997 | LCFYX vs CHI | |
| Columbia Convertible Securities Fund | 22.48% | — | Sep 1987 | LCFYX vs PACIX | |
| Putnam Convertible Securities Fund | 22.30% | — | Jun 1972 | LCFYX vs PCONX | |
| Calamos Convertible and High Income Closed Fund | 22.30% | — | May 2003 | LCFYX vs CHY | |
| Harbor Convertible Securities Fund | 22.19% | — | May 2011 | LCFYX vs HICSX |
Lowest Volatility Alternatives to LCFYX
LCFYX has 14.75% 1-year volatility. There are 10 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 5.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Convertible Bond Fund | 5.18% | — | Dec 2007 | LCFYX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 6.97% | — | Dec 2019 | LCFYX vs PBXIX | |
| Calamos Global Convertible Fund | 10.12% | — | Dec 2014 | LCFYX vs CXGCX | |
| Franklin Convertible Securities Fund | 10.44% | — | Apr 1987 | LCFYX vs FISCX | |
| Advent Convertible and Income Fund | 13.92% | — | Apr 2003 | LCFYX vs AVK |
Lowest Drawdown Alternatives to LCFYX
LCFYX has a 1-year max drawdown of -7.06%. There are 6 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 | LCFYX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | LCFYX vs PBXIX | |
| Calamos Global Convertible Fund | -5.75% | — | Dec 2014 | LCFYX vs CXGCX | |
| Franklin Convertible Securities Fund | -6.38% | — | Apr 1987 | LCFYX vs FISCX | |
| Harbor Convertible Securities Fund | -6.92% | — | May 2011 | LCFYX vs HICSX |
Other Mutual Funds from Lord Abbett
The 10 most viewed Lord Abbett mutual funds shown here include LLDYX, LALDX, LAFFX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 77 | 1.04% | — | Oct 2004 | LCFYX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 69 | 0.96% | — | Nov 1993 | LCFYX vs LALDX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 56 | 8.99% | — | Jan 1950 | LCFYX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 82 | 2.37% | — | May 2020 | LCFYX vs LSYAX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 85 | 2.55% | — | Apr 2020 | LCFYX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 51 | 1.63% | — | Mar 1971 | LCFYX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 69 | 1.86% | — | Dec 1998 | LCFYX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 98 | 1.44% | — | Oct 2016 | LCFYX vs LUBYX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 18 | 10.33% | — | Jun 2011 | LCFYX vs LGLIX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 44 | 9.45% | — | Jun 1983 | LCFYX vs LAVLX |
Often Compared With LCFYX
Investors most often compare LCFYX with FCNTX, BBCPX, PIMIX. These 11 comparison targets span 7 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Contrafund | Large Cap Growth Equities | 39 | 8.01% | 176.32B | May 1967 | LCFYX vs FCNTX | |
| Bridge Builder Core Plus Bond Fund | Total Bond Market | 23 | 0.03% | — | Jul 2015 | LCFYX vs BBCPX | |
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 0.81% | — | Mar 2007 | LCFYX vs PIMIX | |
| Virtus Convertible and Income Fund II | Convertible Bonds | 81 | 20.43% | — | Jul 2003 | LCFYX vs NCZ | |
| Fidelity Convertible Securities Fund | Preferred Stock/Convertible Bonds | 44 | 23.99% | — | Jan 1987 | LCFYX vs FCVSX | |
| Vanguard Mid-Cap ETF | Mid Cap Blend Equities | 48 | 10.55% | 213.90B | Jan 2004 | LCFYX vs VO | |
| Vanguard S&P 500 ETF | S&P 500 | 75 | 11.69% | 1.60T | Sep 2010 | LCFYX vs VOO | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 87 | 17.44% | — | Jul 1989 | LCFYX vs GCV | |
| High Income Securities Fund | Convertible Bonds | 3 | -3.24% | — | Jul 1987 | LCFYX vs PCF | |
| TETON Convertible Securities Fund | Convertible Bonds | 63 | 20.63% | — | Sep 1997 | LCFYX vs WESRX | |
| Lord Abbett Developing Growth Fund | Small Cap Growth Equities | 68 | 29.96% | — | Oct 1973 | LCFYX vs LAGWX |
Compare LCFYX with Any Fund or Stock
Compare LCFYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LCFYX with funds that move differently
Lord Abbett Convertible Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LCFYX.
Explore LCFYX Diversifiers