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 | Rational/Pier 88 Convertible Securities Fund · PBXIX, PBXAX, PBXCX diff. adviser | 37% | 0.99% | Rational Advisors, Inc. |
| 2 | Advent Convertible Bond ETF · ACVT cheaper | 19% | 0.65% | — |
| 3 | 1290 VT Convertible Securities Portfolio cheaper diff. adviser | 19% | 0.65% | Equitable Investment Management Group, LLC |
| 4 | Calamos Convertible Equity Alternative ETF cheaper diff. adviser | 18% | 0.69% | Calamos Advisors LLC |
| 5 | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF · CWB cheaper diff. adviser | 18% | 0.40% | SSGA Funds Management, Inc. |
| 6 | Fidelity Convertible Securities Fund · FCVSX, FACVX, FCCVX, FTCVX, FICVX, FIQVX cheaper diff. adviser | 17% | 0.55% | Fidelity Management & Research Company LLC |
| 7 | Lazard US Convertibles Portfolio · CONRX, CONIX, CONOX cheaper diff. adviser | 17% | 0.70% | Lazard Asset Management LLC |
| 8 | Harbor Convertible Securities Fund · HACSX, HRCSX, HICSX, HNCVX cheaper diff. adviser | 16% | 0.63% | Harbor Capital Advisors, Inc. |
| 9 | Franklin Convertible Securities Fund · FISCX, FROTX, FCSZX, FCSKX cheaper diff. adviser | 16% | 0.51% | Franklin Advisers, Inc. |
| 10 | Putnam Convertible Securities Fund · PCONX, PCNBX, PCVRX, PCGYX cheaper diff. adviser | 16% | 0.68% | Putnam Investment Management, LLC |
| 11 | Invesco Convertible Securities Fund · CNSAX, CNSCX, CNSDX, CNSIX, CNSFX cheaper diff. adviser | 14% | 0.60% | Invesco Advisers, Inc. |
| 12 | Calamos Convertible Fund · CCVIX, CCVCX, CICVX cheaper diff. adviser | 14% | 0.89% | Calamos Advisors LLC |
| 13 | Miller Convertible Bond Fund · MCFAX, MCIFX, MCFCX diff. adviser | 14% | 1.04% | Wellesley Asset Management, Inc. |
| 14 | Columbia Convertible Securities Fund · PACIX, PHIKX, NCIAX, COCRX, CSFYX, NCIDX cheaper diff. adviser | 14% | 0.75% | Columbia Management Investment Advisers, LLC |
| 15 | Global X SuperIncome Preferred ETF · SPFF cheaper diff. adviser | 13% | 0.48% | Global X Management Company LLC |
| 16 | Lord Abbett Convertible Fund · LACFX, LACCX, LCFPX, LCFYX, LBFFX, LBCQX, LCFRX, LCFSX, LCFTX, LCFVX, LOCFX cheaper diff. adviser | 13% | 0.82% | Lord, Abbett & Co. LLC |
| 17 | First Trust SSI Strategic Convertible Securities ETF · FCVT diff. adviser | 13% | 0.95% | First Trust Advisors L.P. |
| 18 | Miller Intermediate Bond Fund · MIFIX diff. adviser | 13% | 0.99% | Wellesley Asset Management, Inc. |
| 19 | Calamos Dynamic Convertible & Income Fund | 13% | — | — |
| 20 | TETON Convertible Securities Fund · WEIAX, WEICX, WESRX, WESIX cheaper diff. adviser | 12% | 0.91% | Teton Advisors, LLC |
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