Virtus Convertible and Income Fund II (NCZ) 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 NCZ. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NCZ
NCZ charges 0.03% annually. There is 1 mutual fund in the Convertible Bonds category with a lower expense ratio, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| The Gabelli Convertible and Income Securities Fund... | 0.01% | — | Jul 1989 | NCZ vs GCV | |
| Invesco Convertible Securities Fund | 0.68% | — | Jul 1997 | NCZ vs CNSDX | |
| Virtus Convertible Fund | 0.71% | — | Apr 1993 | NCZ vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | — | Apr 2003 | NCZ vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | — | Jun 2003 | NCZ vs LOCFX |
Best Risk-Adjusted Alternatives to NCZ
NCZ has a PortfoliosLab risk / return rank of 74. There are 11 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Convertible Fund | 93 | — | Apr 1993 | NCZ vs ANNPX | |
| Columbia Convertible Securities Fund | 90 | — | Sep 1987 | NCZ vs PACIX | |
| Harbor Convertible Securities Fund | 90 | — | May 2011 | NCZ vs HICSX | |
| Calamos Global Convertible Fund | 90 | — | Dec 2014 | NCZ vs CXGCX | |
| Lord Abbett Convertible Fund Class F3 | 87 | — | Jun 2003 | NCZ vs LOCFX |
Top Performing NCZ Alternatives (YTD)
NCZ is at 18.39% YTD. There are 10 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 25.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 25.49% | — | Jun 1997 | NCZ vs CHI | |
| Columbia Convertible Securities Fund | 24.05% | — | Sep 1987 | NCZ vs PACIX | |
| Harbor Convertible Securities Fund | 23.92% | — | May 2011 | NCZ vs HICSX | |
| Putnam Convertible Securities Fund | 23.89% | — | Jun 1972 | NCZ vs PCONX | |
| Invesco Convertible Securities Fund | 23.57% | — | Jul 1997 | NCZ vs CNSDX |
Lowest Volatility Alternatives to NCZ
NCZ has 16.21% 1-year volatility. There are 15 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 5.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Convertible Bond Fund | 5.19% | — | Dec 2007 | NCZ vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 6.97% | — | Dec 2019 | NCZ vs PBXIX | |
| Calamos Global Convertible Fund | 10.12% | — | Dec 2014 | NCZ vs CXGCX | |
| Franklin Convertible Securities Fund | 10.45% | — | Apr 1987 | NCZ vs FISCX | |
| High Income Securities Fund | 10.49% | — | Jul 1987 | NCZ vs PCF |
Lowest Drawdown Alternatives to NCZ
NCZ has a 1-year max drawdown of -11.94%. There are 15 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 | NCZ vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | NCZ vs PBXIX | |
| Calamos Global Convertible Fund | -5.75% | — | Dec 2014 | NCZ vs CXGCX | |
| Franklin Convertible Securities Fund | -6.38% | — | Apr 1987 | NCZ vs FISCX | |
| Harbor Convertible Securities Fund | -6.92% | — | May 2011 | NCZ vs HICSX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 36 | 30.26% | — | Oct 2019 | NCZ vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.69% | — | Feb 2006 | NCZ vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.56% | — | Mar 2018 | NCZ vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 4 | 3.17% | — | Oct 1996 | NCZ vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 7.63% | — | Oct 1995 | NCZ vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.15% | — | Jun 2009 | NCZ vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 0.99% | — | Jan 1989 | NCZ vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 12 | 11.63% | — | Mar 1995 | NCZ vs PHRAX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.80% | — | Sep 1940 | NCZ vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.50% | — | Jun 2006 | NCZ vs PXSGX |
Often Compared With NCZ
Investors most often compare NCZ with LCFYX, CHY, SPY. These 5 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Convertible Fund | Convertible Bonds | 87 | 22.50% | — | Jun 2003 | NCZ vs LCFYX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 77 | 21.02% | — | May 2003 | NCZ vs CHY | |
| State Street SPDR S&P 500 ETF | S&P 500 | 70 | 10.91% | 781.00B | Jan 1993 | NCZ vs SPY | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 27 | 6.35% | — | Jun 1992 | NCZ vs STCIX | |
| Virtus Diversified Income & Convertible Fund | Diversified Portfolio | 60 | 10.61% | — | May 2015 | NCZ vs ACV |
Compare NCZ with Any Fund or Stock
Compare NCZ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NCZ with funds that move differently
Virtus Convertible and Income Fund II alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCZ.
Explore NCZ Diversifiers