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 | |
| Virtus Convertible and Income Fund | 0.03% | — | Mar 2003 | NCZ vs NCV | |
| Fidelity Advisor Convertible Securities Fund Class... | 0.59% | — | Oct 2018 | NCZ vs FIQVX | |
| Fidelity Convertible Securities Fund | 0.67% | — | Jan 1987 | NCZ vs FCVSX | |
| Invesco Convertible Securities Fund | 0.68% | — | Jul 1997 | NCZ vs CNSDX |
Best Risk-Adjusted Alternatives to NCZ
NCZ has a PortfoliosLab risk / return rank of 75. There are 7 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 | NCZ vs ARBIX | |
| Miller Convertible Bond Fund | 93 | — | Dec 2007 | NCZ vs MCIFX | |
| The Gabelli Convertible and Income Securities Fund... | 86 | — | Jul 1989 | NCZ vs GCV | |
| Calamos Global Convertible Fund | 85 | — | Dec 2014 | NCZ vs CXGCX | |
| Calamos Convertible Opportunities and Income Fund | 83 | — | Jun 1997 | NCZ vs CHI |
Top Performing NCZ Alternatives (YTD)
NCZ is at 19.30% YTD. There is 1 mutual fund in the Convertible Bonds category with a higher YTD return, going as high as 27.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 27.35% | — | Jun 1997 | NCZ vs CHI | |
| Calamos Convertible and High Income Closed Fund | 18.32% | — | May 2003 | NCZ vs CHY | |
| Virtus Convertible and Income Fund | 18.31% | — | Mar 2003 | NCZ vs NCV | |
| Calamos Convertible Fund | 17.82% | — | Jun 1997 | NCZ vs CICVX | |
| The Gabelli Convertible and Income Securities Fund... | 17.75% | — | Jul 1989 | NCZ vs GCV |
Lowest Volatility Alternatives to NCZ
NCZ has 17.45% 1-year volatility. There are 26 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 | NCZ vs ARBIX | |
| Miller Convertible Bond Fund | 5.38% | — | Dec 2007 | NCZ vs MCIFX | |
| Victory INCORE Investment Grade Convertible Fund C... | 6.42% | — | — | NCZ vs SBFCX | |
| Lazard Enhanced Opportunities Portfolio Open Share... | 6.60% | — | Dec 2014 | NCZ vs LEOOX | |
| Rational/Pier 88 Convertible Securities Fund | 7.21% | — | Dec 2019 | NCZ vs PBXIX |
Lowest Drawdown Alternatives to NCZ
NCZ has a 1-year max drawdown of -11.94%. There are 29 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 | NCZ vs ARBIX | |
| Lazard Enhanced Opportunities Portfolio Open Share... | -3.97% | — | Dec 2014 | NCZ vs LEOOX | |
| Victory INCORE Investment Grade Convertible Fund C... | -4.28% | — | — | NCZ vs SBFCX | |
| Miller Convertible Bond Fund | -4.53% | — | Dec 2007 | NCZ vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | NCZ vs PBXIX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include ASFYX, AIO, SAMBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 67 | 10.47% | — | Jul 2010 | NCZ vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 25 | 22.73% | — | Oct 2019 | NCZ vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.89% | — | Feb 2006 | NCZ vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.13% | — | Oct 1996 | NCZ vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.34% | — | Mar 2018 | NCZ vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 1.26% | — | Oct 1995 | NCZ vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | 0.96% | — | Jun 2009 | NCZ vs VIMCX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 37 | 13.59% | — | Dec 2010 | NCZ vs EDF | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | NCZ vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.56% | — | Jun 2006 | NCZ vs PXSGX |
Often Compared With NCZ
Investors most often compare NCZ with LCFYX, PACIX, PCF. These 17 comparison targets span 6 categories, based on PortfoliosLab usage data.
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