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 9 mutual funds in the Convertible Bonds category with lower expense ratios, going as low as 0.59%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Convertible Securities Fund Class... | 0.59% | — | Oct 2018 | LCFYX vs FIQVX | |
| Fidelity Convertible Securities Fund | 0.67% | — | Jan 1987 | LCFYX vs FCVSX | |
| Invesco Convertible Securities Fund | 0.68% | — | Jul 1997 | LCFYX vs CNSDX | |
| Fidelity Advisor Convertible Securities Fund Class... | 0.70% | — | Feb 2009 | LCFYX vs FICVX | |
| Virtus Convertible Fund | 0.71% | — | Apr 1993 | LCFYX vs ANNPX |
Best Risk-Adjusted Alternatives to LCFYX
LCFYX has a PortfoliosLab risk / return rank of 49. There are 20 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | 100 | — | Aug 2017 | LCFYX vs ARBIX | |
| Miller Convertible Bond Fund | 92 | — | Dec 2007 | LCFYX vs MCIFX | |
| Calamos Global Convertible Fund | 85 | — | Dec 2014 | LCFYX vs CXGCX | |
| Calamos Convertible Opportunities and Income Fund | 82 | — | Jun 1997 | LCFYX vs CHI | |
| Virtus Convertible Fund | 78 | — | Apr 1993 | LCFYX vs ANNPX |
Top Performing LCFYX Alternatives (YTD)
LCFYX is at 12.01% YTD. There are 17 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 25.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 25.35% | — | Jun 1997 | LCFYX vs CHI | |
| Calamos Convertible Fund | 17.72% | — | Jun 1997 | LCFYX vs CICVX | |
| Calamos Convertible Fund | 17.57% | — | Jun 1985 | LCFYX vs CCVIX | |
| Columbia Convertible Securities Fund | 16.64% | — | Sep 1987 | LCFYX vs PACIX | |
| Calamos Convertible and High Income Closed Fund | 16.46% | — | May 2003 | LCFYX vs CHY |
Lowest Volatility Alternatives to LCFYX
LCFYX has 16.85% 1-year volatility. There are 15 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 1.25%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | 1.25% | — | Aug 2017 | LCFYX vs ARBIX | |
| Miller Convertible Bond Fund | 5.37% | — | Dec 2007 | LCFYX vs MCIFX | |
| Victory INCORE Investment Grade Convertible Fund C... | 6.42% | — | — | LCFYX vs SBFCX | |
| Lazard Enhanced Opportunities Portfolio Open Share... | 6.60% | — | Dec 2014 | LCFYX vs LEOOX | |
| Rational/Pier 88 Convertible Securities Fund | 7.20% | — | Dec 2019 | LCFYX vs PBXIX |
Lowest Drawdown Alternatives to LCFYX
LCFYX has a 1-year max drawdown of -11.20%. There are 17 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 | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | -0.51% | — | Aug 2017 | LCFYX vs ARBIX | |
| Lazard Enhanced Opportunities Portfolio Open Share... | -3.97% | — | Dec 2014 | LCFYX vs LEOOX | |
| Victory INCORE Investment Grade Convertible Fund C... | -4.28% | — | — | LCFYX vs SBFCX | |
| Miller Convertible Bond Fund | -4.53% | — | Dec 2007 | LCFYX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | LCFYX 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 | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 88 | 0.93% | — | Oct 2004 | LCFYX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 78 | 0.83% | — | Nov 1993 | LCFYX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 75 | 1.63% | — | May 2020 | LCFYX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 80 | 11.98% | — | Jan 1950 | LCFYX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 1.72% | — | Apr 2020 | LCFYX vs LSYIX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 9 | 1.97% | — | Jun 2011 | LCFYX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 38 | 0.17% | — | Mar 1971 | LCFYX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 57 | 0.83% | — | Dec 1998 | LCFYX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | LCFYX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 70 | 12.42% | — | Jun 1983 | LCFYX vs LAVLX |
Often Compared With LCFYX
Investors most often compare LCFYX with FCNTX, NCZ, BBCPX. These 15 comparison targets span 7 categories, based on PortfoliosLab usage data.
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