Lord Abbett Convertible Fund (LCFYX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LCFYX
LCFYX charges 0.86% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among LCFYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | LCFYX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | LCFYX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | LCFYX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | LCFYX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | LCFYX vs FISCX |
Best Risk-Adjusted Alternatives to LCFYX
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 | LCFYX vs ANNPX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | LCFYX vs LOCFX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | LCFYX vs HICSX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | LCFYX vs PACIX | |
| Calamos Global Convertible Fund | 75 | Dec 30, 2014 | LCFYX vs CXGCX |
Top Performing LCFYX Alternatives (YTD)
LCFYX 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 | LCFYX vs CHI | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | LCFYX vs LOCFX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | LCFYX vs HICSX | |
| Columbia Convertible Securities Fund | 0.04% | Sep 24, 1987 | LCFYX vs PACIX | |
| Virtus Convertible Fund | -0.19% | Apr 18, 1993 | LCFYX vs ANNPX |
Lowest Volatility Alternatives to LCFYX
LCFYX 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 | LCFYX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | LCFYX vs PBXIX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | LCFYX vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | LCFYX vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | LCFYX vs ANNPX |
Lowest Drawdown Alternatives to LCFYX
LCFYX 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 | LCFYX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | LCFYX vs PBXIX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | LCFYX vs CXGCX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | LCFYX vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | LCFYX vs LOCFX |
Other Mutual Funds from Lord Abbett
Most popular Lord Abbett mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 93 | -0.47% | Oct 19, 2004 | LCFYX vs LLDYX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 73 | -1.69% | Apr 30, 2020 | LCFYX vs LSYIX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 94 | -0.24% | Nov 4, 1993 | LCFYX vs LALDX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 56 | -0.95% | Jan 3, 1950 | LCFYX vs LAFFX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 21 | -14.54% | Jun 30, 2011 | LCFYX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 69 | -1.89% | Mar 31, 1971 | LCFYX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 66 | -1.97% | Dec 31, 1998 | LCFYX vs LHYAX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 70 | -1.81% | May 1, 2020 | LCFYX vs LSYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 0.40% | Oct 17, 2016 | LCFYX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 23 | -1.87% | Jun 28, 1983 | LCFYX vs LAVLX |
Often Compared With LCFYX
What investors most often compare with LCFYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | LCFYX vs FCNTX | |
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | LCFYX vs PIMIX | |
| Bridge Builder Core Plus Bond Fund | Total Bond Market | 56 | -1.29% | Jul 13, 2015 | LCFYX vs BBCPX | |
| Fidelity Convertible Securities Fund | Preferred Stock/Convertible Bonds | 35 | 1.37% | Jan 5, 1987 | LCFYX vs FCVSX | |
| Vanguard Mid-Cap ETF | Mid Cap Growth Equities | 46 | -0.68% | Jan 26, 2004 | LCFYX vs VO | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | LCFYX vs VOO | |
| Putnam Convertible Securities Fund | Convertible Bonds | 62 | -0.37% | Jun 28, 1972 | LCFYX vs PCONX | |
| TETON Convertible Securities Fund | Convertible Bonds | 44 | -3.62% | Sep 29, 1997 | LCFYX vs WESRX | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 80 | 6.04% | Jul 3, 1989 | LCFYX vs GCV |
Compare LCFYX with Any Fund or Stock
Compare LCFYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.