Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Victory Investment Grade Convertible Fund · SBFCX, VICIX, SBFMX | 19% | 0.95% | Victory Capital Management Inc. |
| 2 | Lazard US Convertibles Portfolio · CONRX, CONIX, CONOX | 18% | 0.70% | Lazard Asset Management LLC |
| 3 | NYLI MacKay Convertible Fund · MCOAX, MCSVX, MCCVX, MCINX, MCNVX cheaper | 18% | 0.59% | New York Life Investment Management LLC |
| 4 | Rational/Pier 88 Convertible Securities Fund · PBXIX, PBXAX, PBXCX | 18% | 0.99% | Rational Advisors, Inc. |
| 5 | Miller Convertible Bond Fund · MCFAX, MCIFX, MCFCX | 18% | 1.04% | Wellesley Asset Management, Inc. |
| 6 | Miller Intermediate Bond Fund · MIFIX | 17% | 0.99% | Wellesley Asset Management, Inc. |
| 7 | American Beacon SSI Alternative Income Fund · SSIJX, PSCIX, PSCAX | 16% | 1.35% | American Beacon Advisors, Inc. |
| 8 | Franklin Convertible Securities Fund · FISCX, FROTX, FCSZX, FCSKX cheaper | 15% | 0.51% | Franklin Advisers, Inc. |
| 9 | WESTWOOD ALTERNATIVE INCOME FUND · WMNUX, WMNIX, WMNAX, WWACX | 14% | 0.76% | Westwood Management Corp. |
| 10 | Harbor Convertible Securities Fund · HACSX, HRCSX, HICSX, HNCVX cheaper | 14% | 0.63% | Harbor Capital Advisors, Inc. |
| 11 | Virtus Convertible Fund · ANZAX, ANZCX, ANNPX, VAADX cheaper | 14% | 0.62% | Virtus Investment Advisers, LLC |
| 12 | 1290 VT Convertible Securities Portfolio | 13% | 0.65% | Equitable Investment Management Group, LLC |
| 13 | ABSOLUTE CONVERTIBLE ARBITRAGE FUND · ARBOX, ARBIX | 13% | 1.47% | Absolute Investment Advisers LLC |
| 14 | NYLI VP MacKay Convertible Portfolio cheaper | 13% | 0.57% | New York Life Investment Management LLC |
| 15 | ABSOLUTE FLEXIBLE FUND · FLXIX | 13% | 1.52% | Absolute Investment Advisers LLC |
| 16 | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF · CWB cheaper | 13% | 0.40% | SSGA Funds Management, Inc. |
| 17 | Putnam Convertible Securities Fund · PCONX, PCNBX, PCVRX, PCGYX | 12% | 0.68% | Putnam Investment Management, LLC |
| 18 | Fidelity Convertible Securities Fund · FCVSX, FACVX, FCCVX, FTCVX, FICVX, FIQVX cheaper | 12% | 0.55% | Fidelity Management & Research Company LLC |
| 19 | iShares Convertible Bond ETF · ICVT cheaper | 12% | 0.20% | BlackRock Fund Advisors |
| 20 | Columbia Convertible Securities Fund · PACIX, PHIKX, NCIAX, COCRX, CSFYX, NCIDX | 12% | 0.75% | Columbia Management Investment Advisers, LLC |
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