{
  "page": "compare",
  "query": {
    "a": "LCFSX",
    "b": "PCONX"
  },
  "retrieved_at": "2026-07-07T17:45:26+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Lord Abbett Convertible Fund",
    "ticker": "LCFSX",
    "slug": "LCFSX",
    "series_id": "S000007276",
    "html_url": "https://fundwatcher.app/funds/LCFSX/"
  },
  "fund_b": {
    "name": "Putnam Convertible Securities Fund",
    "ticker": "PCONX",
    "slug": "PCONX",
    "series_id": "S000005511",
    "html_url": "https://fundwatcher.app/funds/PCONX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2165513392499876812359902275",
    "coverage_b_by_a": "0.2165513392499876812359902274",
    "shared_count": 29,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "FIXED INC CLEARING CORP.REPO",
        "value": "31341899.29",
        "weight": "0.04757768",
        "shared": false
      },
      {
        "name": "Lumentum Holdings, Inc.",
        "value": "28360020.00",
        "weight": "0.04305112",
        "shared": false
      },
      {
        "name": "REDFIN CORP SR UNSECURED 04/27 0.5",
        "value": "27024000.00",
        "weight": "0.04102301",
        "shared": false
      },
      {
        "name": "MGPI Processing, Inc.",
        "value": "26923882.24",
        "weight": "0.04087103",
        "shared": false
      },
      {
        "name": "Sea Ltd.",
        "value": "24756050.00",
        "weight": "0.03758022",
        "shared": false
      },
      {
        "name": "COINBASE GLOBAL INC CV SR UNSEC 0.5% 06-01-26",
        "value": "24438150.00",
        "weight": "0.03709764",
        "shared": false
      },
      {
        "name": "Boeing Co. (The), Conv. Pfd.",
        "value": "22098815.65",
        "weight": "0.03354648",
        "shared": true
      },
      {
        "name": "Bank of America Corp., Series L, Conv. Pfd.",
        "value": "21988233.54",
        "weight": "0.03337861",
        "shared": true
      },
      {
        "name": "Borr Drilling Ltd.",
        "value": "20016500.00",
        "weight": "0.03038548",
        "shared": false
      },
      {
        "name": "Akamai Technologies, Inc., Convertible",
        "value": "19783135.00",
        "weight": "0.03003122",
        "shared": false
      },
      {
        "name": "Alibaba Group Holding Ltd.",
        "value": "17398900.00",
        "weight": "0.02641190",
        "shared": false
      },
      {
        "name": "Lumentum Holdings, Inc.",
        "value": "16689383.98",
        "weight": "0.02533484",
        "shared": false
      },
      {
        "name": "Welltower OP, LLC, Convertible",
        "value": "15035070.00",
        "weight": "0.02282356",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC PREFFERD STOCK",
        "value": "14277808.00",
        "weight": "0.02167402",
        "shared": false
      },
      {
        "name": "BRIDGEBIO PHARMA INC CONV 2.25% 02/01/2029",
        "value": "13632437.50",
        "weight": "0.02069433",
        "shared": false
      },
      {
        "name": "ALBEMARLE CORP PFD",
        "value": "10905762.93",
        "weight": "0.01655518",
        "shared": true
      },
      {
        "name": "MTH 1.75 05/15/28",
        "value": "10339528.40",
        "weight": "0.01569563",
        "shared": false
      },
      {
        "name": "InterDigital, Inc., Convertible",
        "value": "10325812.50",
        "weight": "0.01567481",
        "shared": false
      },
      {
        "name": "SOFI TECHNOLOGIES INC CONV 0% 10/15/2026 144A",
        "value": "10086975.00",
        "weight": "0.01531224",
        "shared": true
      },
      {
        "name": "BILL HOLDINGS INC SR UNSECURED 144A 04/30 0.0000",
        "value": "9560812.50",
        "weight": "0.01451352",
        "shared": false
      },
      {
        "name": "GUARDANT HEALTH INC CONV 0% 05/15/2033 144A",
        "value": "9362725.00",
        "weight": "0.01421282",
        "shared": false
      },
      {
        "name": "SOUTHERN CO/THE SR UNSECURED 06/27 4.5",
        "value": "9323193.75",
        "weight": "0.01415281",
        "shared": true
      },
      {
        "name": "WULF 1 09/01/31",
        "value": "9165000.00",
        "weight": "0.01391267",
        "shared": true
      },
      {
        "name": "Winnebago Industries Incorporated 3.25%, Due 01/15/2030",
        "value": "9010750.00",
        "weight": "0.01367851",
        "shared": false
      },
      {
        "name": "IONS 0 12/01/30",
        "value": "8767616.48",
        "weight": "0.01330943",
        "shared": true
      },
      {
        "name": "MKS INC SR UNSECURED 06/30 1.25",
        "value": "8710000.00",
        "weight": "0.01322197",
        "shared": true
      },
      {
        "name": "Vnet Group Inc",
        "value": "8372572.50",
        "weight": "0.01270974",
        "shared": false
      },
      {
        "name": "STRATEGY INC CONV 0% 12/01/2029 144A",
        "value": "8193000.00",
        "weight": "0.01243715",
        "shared": false
      },
      {
        "name": "AST SPACEMOBILE INC SR UNSECURED 144A 01/36 2",
        "value": "8016000.00",
        "weight": "0.01216846",
        "shared": true
      },
      {
        "name": "CORZ 0 06/15/31",
        "value": "7994403.61",
        "weight": "0.01213568",
        "shared": true
      },
      {
        "name": "MPUS 3 03/01/30",
        "value": "7712550.00",
        "weight": "0.01170782",
        "shared": true
      },
      {
        "name": "GVA 3 1/4 06/15/30",
        "value": "7558187.50",
        "weight": "0.01147349",
        "shared": false
      },
      {
        "name": "CYTOKINETICS INC SR UNSECURED 144A 10/31 1.75",
        "value": "7308625.00",
        "weight": "0.01109465",
        "shared": false
      },
      {
        "name": "AEIS 2.5 09/15/28",
        "value": "7200700.00",
        "weight": "0.01093082",
        "shared": false
      },
      {
        "name": "Duke Energy Corporation, Convertible",
        "value": "7098197.50",
        "weight": "0.01077522",
        "shared": false
      },
      {
        "name": "BWX Technologies, Inc., Convertible",
        "value": "7053750.00",
        "weight": "0.01070774",
        "shared": true
      },
      {
        "name": "WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-28",
        "value": "6644748.50",
        "weight": "0.01008687",
        "shared": true
      },
      {
        "name": "MIRUM PHARMACEUTICALS INC CONV 4% 05/01/2029",
        "value": "6516836.08",
        "weight": "0.00989270",
        "shared": true
      },
      {
        "name": "Oracle Corp., Series D",
        "value": "6357088.56",
        "weight": "0.00965020",
        "shared": false
      },
      {
        "name": "CELCUITY INC CONV 2.75% 08/01/2031",
        "value": "6171838.10",
        "weight": "0.00936898",
        "shared": false
      },
      {
        "name": "PPL Capital Funding, Inc., Convertible",
        "value": "6119987.50",
        "weight": "0.00929027",
        "shared": true
      },
      {
        "name": "Western Digital Corp.",
        "value": "6077613.00",
        "weight": "0.00922595",
        "shared": false
      },
      {
        "name": "Whirlpool Corp",
        "value": "5923200.00",
        "weight": "0.00899154",
        "shared": false
      },
      {
        "name": "LYV 3.125 01/15/29",
        "value": "5773680.00",
        "weight": "0.00876457",
        "shared": true
      },
      {
        "name": "MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/2028",
        "value": "5735275.00",
        "weight": "0.00870627",
        "shared": true
      },
      {
        "name": "NLIGHT INC",
        "value": "5647095.00",
        "weight": "0.00857241",
        "shared": false
      },
      {
        "name": "ON Semiconductor Corporation, Convertible",
        "value": "5396000.00",
        "weight": "0.00819124",
        "shared": false
      },
      {
        "name": "AVAV 0 07/15/30",
        "value": "5393250.00",
        "weight": "0.00818707",
        "shared": true
      },
      {
        "name": "TRAVERE THERAPEUTICS INC CONV 2.25% 03/01/2029",
        "value": "5390487.50",
        "weight": "0.00818288",
        "shared": false
      },
      {
        "name": "BLOOM ENERGY CORP CONV 0% 11/15/2030 144A",
        "value": "5298750.00",
        "weight": "0.00804362",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "Lumentum Holdings Inc., Conv.",
        "value": "17430000.77",
        "weight": "0.03249830",
        "shared": false
      },
      {
        "name": "STX 3.5 06/01/28",
        "value": "14565843.00",
        "weight": "0.02715807",
        "shared": false
      },
      {
        "name": "Boeing Co. (The), Conv. Pfd.",
        "value": "12800432.64",
        "weight": "0.02386646",
        "shared": true
      },
      {
        "name": "NextEra Energy Capital Holdings, Inc., Convertible",
        "value": "11852555.00",
        "weight": "0.02209913",
        "shared": false
      },
      {
        "name": "Putnam Cash Collateral Pool LLC",
        "value": "11788650.00",
        "weight": "0.02197998",
        "shared": false
      },
      {
        "name": "Bank of America Corp., Series L, Conv. Pfd.",
        "value": "9743720.00",
        "weight": "0.01816720",
        "shared": true
      },
      {
        "name": "Putnam Short Term Investment Fund, Class P",
        "value": "9638626.30",
        "weight": "0.01797126",
        "shared": false
      },
      {
        "name": "GWRE 1.25 11/01/29",
        "value": "7988680.00",
        "weight": "0.01489492",
        "shared": false
      },
      {
        "name": "WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-28",
        "value": "7941259.24",
        "weight": "0.01480651",
        "shared": true
      },
      {
        "name": "WAYFAIR INC SR UNSECURED 09/27 3.25",
        "value": "7935357.00",
        "weight": "0.01479550",
        "shared": true
      },
      {
        "name": "DOORDASH INC SR UNSECURED 144A 05/30 0.0000",
        "value": "7577665.00",
        "weight": "0.01412859",
        "shared": false
      },
      {
        "name": "SNOWFLAKE INC CONV 0% 10/01/2027",
        "value": "7354935.00",
        "weight": "0.01371330",
        "shared": true
      },
      {
        "name": "PLANET LABS PBC CONV 0.5% 10/15/2030 144A",
        "value": "7182393.75",
        "weight": "0.01339160",
        "shared": false
      },
      {
        "name": "MKS INC SR UNSECURED 06/30 1.25",
        "value": "6912953.42",
        "weight": "0.01288923",
        "shared": true
      },
      {
        "name": "PPL Capital Funding, Inc., Convertible",
        "value": "6894717.50",
        "weight": "0.01285523",
        "shared": true
      },
      {
        "name": "HALOZYME THERAPEUTICS INC CV SR UNSEC 1.0% 08-15-28",
        "value": "6848530.00",
        "weight": "0.01276911",
        "shared": false
      },
      {
        "name": "AVAV 0 07/15/30",
        "value": "6782267.50",
        "weight": "0.01264556",
        "shared": true
      },
      {
        "name": "BLOOM ENERGY CORP CONV 0% 11/15/2030 144A",
        "value": "6405966.00",
        "weight": "0.01194395",
        "shared": true
      },
      {
        "name": "Liberty Media Corp.-Liberty Formula One Corp.",
        "value": "6337815.00",
        "weight": "0.01181688",
        "shared": false
      },
      {
        "name": "BARCLAYS BANK PLC SR UNSECURED 02/29 1",
        "value": "6283152.65",
        "weight": "0.01171496",
        "shared": false
      },
      {
        "name": "LYV 2.875 01/15/30",
        "value": "6256717.00",
        "weight": "0.01166567",
        "shared": false
      },
      {
        "name": "OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.5",
        "value": "6160552.40",
        "weight": "0.01148637",
        "shared": false
      },
      {
        "name": "SOUTHERN CO/THE SR UNSECURED 06/27 4.5",
        "value": "6149000.00",
        "weight": "0.01146483",
        "shared": true
      },
      {
        "name": "CIPHER MINING INC CONV 0% 10/01/2031 144A",
        "value": "6055407.50",
        "weight": "0.01129033",
        "shared": false
      },
      {
        "name": "DLR 1.875 11/15/29",
        "value": "6030881.10",
        "weight": "0.01124460",
        "shared": false
      },
      {
        "name": "CMS Energy Corporation, Convertible",
        "value": "6026740.00",
        "weight": "0.01123688",
        "shared": false
      },
      {
        "name": "WELLTOWER OP LLC CV 144A SR UNSEC 2.75% 05-15-28",
        "value": "5900350.00",
        "weight": "0.01100123",
        "shared": false
      },
      {
        "name": "NVMI 0 09/15/30",
        "value": "5831494.97",
        "weight": "0.01087284",
        "shared": false
      },
      {
        "name": "Welltower OP, LLC, Convertible",
        "value": "5829320.00",
        "weight": "0.01086879",
        "shared": true
      },
      {
        "name": "UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.875",
        "value": "5801558.72",
        "weight": "0.01081703",
        "shared": false
      },
      {
        "name": "Patrick Industries, Inc., Convertible",
        "value": "5784887.50",
        "weight": "0.01078594",
        "shared": false
      },
      {
        "name": "STRATEGY INC SR UNSECURED 144A 03/30 0.0000",
        "value": "5604900.00",
        "weight": "0.01045036",
        "shared": false
      },
      {
        "name": "GLXYLP 0.5 05/01/31",
        "value": "5567213.00",
        "weight": "0.01038009",
        "shared": false
      },
      {
        "name": "APOLLO GLOBAL MANAGEMENT PFD",
        "value": "5549877.48",
        "weight": "0.01034777",
        "shared": true
      },
      {
        "name": "KKR & Company, Inc., Convertible, 6.250%",
        "value": "5508931.10",
        "weight": "0.01027142",
        "shared": true
      },
      {
        "name": "Chefs' Warehouse, Inc. (The), Conv.",
        "value": "5477188.50",
        "weight": "0.01021224",
        "shared": false
      },
      {
        "name": "BXP 2 10/01/30",
        "value": "5433968.50",
        "weight": "0.01013166",
        "shared": false
      },
      {
        "name": "Post Holdings, Inc., Convertible",
        "value": "5425465.00",
        "weight": "0.01011580",
        "shared": false
      },
      {
        "name": "ITRON INC SR UNSECURED 07/30 1.375",
        "value": "5403810.00",
        "weight": "0.01007542",
        "shared": false
      },
      {
        "name": "NCLH 0.75 09/15/30",
        "value": "5253758.66",
        "weight": "0.00979565",
        "shared": false
      },
      {
        "name": "COMPASS INC CONV 0.25% 04/15/2031 144A",
        "value": "5244494.71",
        "weight": "0.00977838",
        "shared": false
      },
      {
        "name": "ASND 2.25 04/01/28",
        "value": "5225566.75",
        "weight": "0.00974309",
        "shared": false
      },
      {
        "name": "AFRM 0.75 12/15/29",
        "value": "5197425.45",
        "weight": "0.00969062",
        "shared": false
      },
      {
        "name": "CYBR 0 06/15/30",
        "value": "5169500.00",
        "weight": "0.00963855",
        "shared": false
      },
      {
        "name": "RGEN 1 12/15/28",
        "value": "5092966.19",
        "weight": "0.00949585",
        "shared": false
      },
      {
        "name": "LYV 3.125 01/15/29",
        "value": "5007517.70",
        "weight": "0.00933654",
        "shared": true
      },
      {
        "name": "Spectrum Brands Incorporated 3.375%, Due 06/01/2029",
        "value": "4959031.25",
        "weight": "0.00924613",
        "shared": false
      },
      {
        "name": "DDOG 0 12/01/29",
        "value": "4953033.25",
        "weight": "0.00923495",
        "shared": false
      },
      {
        "name": "ALNYLAM PHARMACEUTICALS INC SR UNSECURED 144A 09/28 0.0000",
        "value": "4873319.32",
        "weight": "0.00908632",
        "shared": false
      },
      {
        "name": "HPE 7 5/8",
        "value": "4868313.75",
        "weight": "0.00907699",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-041332",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/911507/000141036826041332/0001410368-26-041332-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-007572",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/81247/000207169126007572/0002071691-26-007572-index.htm"
    }
  ]
}