Rational/Pier 88 Convertible Securities Fund (PBXIX) Alternatives
Rational/Pier 88 Convertible Securities Fund (PBXIX) 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 PBXIX. 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 PBXIX
PBXIX charges 0.99% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among PBXIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | PBXIX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | PBXIX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | PBXIX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | PBXIX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | PBXIX vs FISCX |
Best Risk-Adjusted Alternatives to PBXIX
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 | PBXIX vs ANNPX | |
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | PBXIX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | PBXIX vs LOCFX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | PBXIX vs HICSX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | PBXIX vs PACIX |
Top Performing PBXIX Alternatives (YTD)
PBXIX 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 | PBXIX vs CHI | |
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | PBXIX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | PBXIX vs LOCFX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | PBXIX vs HICSX | |
| Columbia Convertible Securities Fund | 0.04% | Sep 24, 1987 | PBXIX vs PACIX |
Lowest Volatility Alternatives to PBXIX
PBXIX 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 | PBXIX vs MCIFX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | PBXIX vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | PBXIX vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | PBXIX vs ANNPX | |
| Harbor Convertible Securities Fund | 14.15% | May 1, 2011 | PBXIX vs HICSX |
Lowest Drawdown Alternatives to PBXIX
PBXIX 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 | PBXIX vs MCIFX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | PBXIX vs CXGCX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | PBXIX vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | PBXIX vs LOCFX | |
| Lord Abbett Convertible Fund | -7.06% | Jun 29, 2003 | PBXIX vs LCFYX |
Other Mutual Funds from Rational Funds
Most popular Rational Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Rational/ReSolve Adaptive Asset Allocation Fund | Macro Trading | 37 | 2.69% | Sep 29, 2016 | PBXIX vs RDMIX | |
| Rational Special Situations Income Fund | Multisector Bonds | 97 | 1.01% | Jul 16, 2019 | PBXIX vs RFXIX | |
| Rational Tactical Return Fund | Options Trading | 19 | -1.80% | Apr 30, 2007 | PBXIX vs HRSTX | |
| Rational Equity Armor Fund | Large Cap Value Equities | 59 | -2.29% | Feb 28, 2001 | PBXIX vs HDCTX |
Often Compared With PBXIX
What investors most often compare with PBXIX, 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 | PBXIX vs PCONX | |
| TETON Convertible Securities Fund | Convertible Bonds | 44 | -3.62% | Sep 29, 1997 | PBXIX vs WESRX | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 80 | 6.04% | Jul 3, 1989 | PBXIX vs GCV |
Compare PBXIX with Any Fund or Stock
Compare PBXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.