Putnam Convertible Securities Fund (PCONX) Alternatives
Putnam Convertible Securities Fund (PCONX) 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 PCONX. 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 PCONX
PCONX charges 1.03% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among PCONX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | PCONX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | PCONX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | PCONX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | PCONX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | PCONX vs FISCX |
Best Risk-Adjusted Alternatives to PCONX
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 | PCONX vs ANNPX | |
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | PCONX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | PCONX vs LOCFX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | PCONX vs HICSX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | PCONX vs PACIX |
Top Performing PCONX Alternatives (YTD)
PCONX 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 | PCONX vs CHI | |
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | PCONX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | PCONX vs LOCFX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | PCONX vs HICSX | |
| Columbia Convertible Securities Fund | 0.04% | Sep 24, 1987 | PCONX vs PACIX |
Lowest Volatility Alternatives to PCONX
PCONX 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 | PCONX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | PCONX vs PBXIX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | PCONX vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | PCONX vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | PCONX vs ANNPX |
Lowest Drawdown Alternatives to PCONX
PCONX 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 | PCONX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | PCONX vs PBXIX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | PCONX vs CXGCX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | PCONX vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | PCONX vs LOCFX |
Other Mutual Funds from Putnam
Most popular Putnam mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 62 | -1.32% | Jun 15, 1977 | PCONX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 21 | -12.94% | Oct 2, 1995 | PCONX vs POGAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 63 | -1.25% | Jan 10, 1998 | PCONX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 66 | -8.01% | Dec 17, 2008 | PCONX vs PGTYX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 63 | -1.25% | Jul 2, 2012 | PCONX vs PEQSX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 15 | -11.73% | Aug 31, 1990 | PCONX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 39 | -7.83% | Sep 24, 2010 | PCONX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 0.38% | Oct 17, 2011 | PCONX vs PSDYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 21 | -12.89% | Aug 27, 1999 | PCONX vs PGOYX | |
| Putnam Research Fund | Large Cap Blend Equities | 59 | -6.12% | Oct 2, 1995 | PCONX vs PNRAX |
Often Compared With PCONX
What investors most often compare with PCONX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Convertible Securities Fund | Preferred Stock/Convertible Bonds | 35 | 1.37% | Jan 5, 1987 | PCONX vs FCVSX |
Compare PCONX with Any Fund or Stock
Compare PCONX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.