Lord Abbett Convertible Fund Class F3 (LOCFX) Alternatives
Lord Abbett Convertible Fund Class F3 (LOCFX) 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 LOCFX. 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 LOCFX
LOCFX charges 0.82% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among LOCFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | LOCFX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | LOCFX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | LOCFX vs AVK | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | LOCFX vs FISCX | |
| Lord Abbett Convertible Fund | 0.86% | Jun 29, 2003 | LOCFX vs LCFYX |
Best Risk-Adjusted Alternatives to LOCFX
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 | LOCFX vs ANNPX | |
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | LOCFX vs LCFYX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | LOCFX vs HICSX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | LOCFX vs PACIX | |
| Calamos Global Convertible Fund | 75 | Dec 30, 2014 | LOCFX vs CXGCX |
Top Performing LOCFX Alternatives (YTD)
LOCFX 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 | LOCFX vs CHI | |
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | LOCFX vs LCFYX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | LOCFX vs HICSX | |
| Columbia Convertible Securities Fund | 0.04% | Sep 24, 1987 | LOCFX vs PACIX | |
| Virtus Convertible Fund | -0.19% | Apr 18, 1993 | LOCFX vs ANNPX |
Lowest Volatility Alternatives to LOCFX
LOCFX 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 | LOCFX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | LOCFX vs PBXIX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | LOCFX vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | LOCFX vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | LOCFX vs ANNPX |
Lowest Drawdown Alternatives to LOCFX
LOCFX 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 | LOCFX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | LOCFX vs PBXIX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | LOCFX vs CXGCX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | LOCFX vs HICSX | |
| Lord Abbett Convertible Fund | -7.06% | Jun 29, 2003 | LOCFX vs LCFYX |
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 | LOCFX vs LLDYX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 73 | -1.69% | Apr 30, 2020 | LOCFX vs LSYIX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 94 | -0.24% | Nov 4, 1993 | LOCFX vs LALDX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 56 | -0.95% | Jan 3, 1950 | LOCFX vs LAFFX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 21 | -14.54% | Jun 30, 2011 | LOCFX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 69 | -1.89% | Mar 31, 1971 | LOCFX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 66 | -1.97% | Dec 31, 1998 | LOCFX vs LHYAX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 70 | -1.81% | May 1, 2020 | LOCFX vs LSYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 0.40% | Oct 17, 2016 | LOCFX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 23 | -1.87% | Jun 28, 1983 | LOCFX vs LAVLX |
Often Compared With LOCFX
What investors most often compare with LOCFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Convertible Securities Fund | Convertible Bonds | 62 | -0.37% | Jun 28, 1972 | LOCFX vs PCONX | |
| TETON Convertible Securities Fund | Convertible Bonds | 44 | -3.62% | Sep 29, 1997 | LOCFX vs WESRX | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 80 | 6.04% | Jul 3, 1989 | LOCFX vs GCV |
Compare LOCFX with Any Fund or Stock
Compare LOCFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.