Columbia Convertible Securities Fund (PACIX) 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 PACIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PACIX
PACIX charges 1.12% annually. There are 18 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 | PACIX vs FIQVX | |
| Fidelity Convertible Securities Fund | 0.67% | — | Jan 1987 | PACIX vs FCVSX | |
| Invesco Convertible Securities Fund | 0.68% | — | Jul 1997 | PACIX vs CNSDX | |
| Fidelity Advisor Convertible Securities Fund Class... | 0.70% | — | Feb 2009 | PACIX vs FICVX | |
| Virtus Convertible Fund | 0.71% | — | Apr 1993 | PACIX vs ANNPX |
Best Risk-Adjusted Alternatives to PACIX
PACIX has a PortfoliosLab risk / return rank of 73. There are 6 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 | PACIX vs ARBIX | |
| Miller Convertible Bond Fund | 92 | — | Dec 2007 | PACIX vs MCIFX | |
| Calamos Global Convertible Fund | 85 | — | Dec 2014 | PACIX vs CXGCX | |
| Calamos Convertible Opportunities and Income Fund | 82 | — | Jun 1997 | PACIX vs CHI | |
| Virtus Convertible Fund | 78 | — | Apr 1993 | PACIX vs ANNPX |
Top Performing PACIX Alternatives (YTD)
PACIX is at 16.64% YTD. There are 3 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 | PACIX vs CHI | |
| Calamos Convertible Fund | 17.72% | — | Jun 1997 | PACIX vs CICVX | |
| Calamos Convertible Fund | 17.57% | — | Jun 1985 | PACIX vs CCVIX | |
| Calamos Convertible and High Income Closed Fund | 16.46% | — | May 2003 | PACIX vs CHY | |
| Invesco Convertible Securities Fund | 14.61% | — | Jul 1997 | PACIX vs CNSDX |
Lowest Volatility Alternatives to PACIX
PACIX has 16.17% 1-year volatility. There are 10 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 | PACIX vs ARBIX | |
| Miller Convertible Bond Fund | 5.37% | — | Dec 2007 | PACIX vs MCIFX | |
| Victory INCORE Investment Grade Convertible Fund C... | 6.42% | — | — | PACIX vs SBFCX | |
| Lazard Enhanced Opportunities Portfolio Open Share... | 6.60% | — | Dec 2014 | PACIX vs LEOOX | |
| Rational/Pier 88 Convertible Securities Fund | 7.20% | — | Dec 2019 | PACIX vs PBXIX |
Lowest Drawdown Alternatives to PACIX
PACIX has a 1-year max drawdown of -8.75%. There are 7 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 | PACIX vs ARBIX | |
| Lazard Enhanced Opportunities Portfolio Open Share... | -3.97% | — | Dec 2014 | PACIX vs LEOOX | |
| Victory INCORE Investment Grade Convertible Fund C... | -4.28% | — | — | PACIX vs SBFCX | |
| Miller Convertible Bond Fund | -4.53% | — | Dec 2007 | PACIX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | PACIX vs PBXIX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, STK, GSFTX and span 8 categories.
Often Compared With PACIX
Investors most often compare PACIX with FHYTX, PCONX, LCFYX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PACIX with Any Fund or Stock
Compare PACIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PACIX with funds that move differently
Columbia Convertible Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PACIX.
Explore PACIX Diversifiers