Top 25 Convertibles Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2009-11-20
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Nicholas-Applegate US Convertible II NIGTX CV --- 20000000 49.25 3.42 --- ---
Nicholas-Applegate US Convertible I NIGIX CV --- 250000 49.03 3.31 6.68 4.92
Calamos Convertible I CICVX CV --- 1000000 50.41 2.70 4.69 6.76
Calamos Convertible A CCVIX CV 4.75 2500 49.99 2.44 4.43 6.50
Calamos Convertible A Load Waived CCVIX.LW CV --- 2500 49.99 2.44 4.43 6.50
Morgan Stanley Convertible Secs I CNSDX CV --- 5000000 55.62 2.17 4.39 5.63
Morgan Stanley Convertible Secs A CNSAX CV 5.25 1000 55.24 1.86 4.10 5.36
Calamos Convertible C CCVCX CV --- 2500 48.97 1.67 3.65 5.79
Calamos Convertible B CALBX CV --- 2500 48.88 1.66 3.64 ---
MainStay VP Series Convertible Svc FVUSA04AT6 CV --- 0 61.27 1.65 4.74 ---
MainStay VP Series Convertible Svc FVUSA04AT6 CV --- 0 61.27 1.65 4.74 ---
Van Kampen Harbor I ACHIX CV --- 0 50.99 1.55 --- ---
Morgan Stanley Convertible Secs A LW CNSAX.LW CV --- 1000 53.64 1.51 3.89 5.36
Vanguard Convertible Securities VCVSX CV --- 10000 51.44 1.49 5.25 6.19
Dunham Appreciation & Income N DNAIX CV --- 100000 58.47 1.40 --- ---
MainStay Convertible A Load Waived MCOAX.LW CV --- 25000 56.10 1.35 4.66 5.05
MainStay Convertible A MCOAX CV 5.50 25000 56.10 1.35 4.66 5.05
Van Kampen Harbor A Load Waived ACHBX.LW CV --- 1000 50.68 1.30 3.63 3.15
Van Kampen Harbor A ACHBX CV 5.75 1000 50.68 1.30 3.63 3.15
Morgan Stanley Convertible Secs C CNSCX CV --- 1000 54.03 1.11 3.36 4.59
Morgan Stanley Convertible Secs B CNSBX CV --- 1000 54.00 1.11 3.32 4.55
Van Kampen Harbor C ACHCX CV --- 1000 49.56 0.54 2.86 2.37
Van Kampen Harbor B ACHAX CV --- 1000 49.56 0.53 2.85 2.38
MainStay Convertible C MCCVX CV --- 1000 54.59 0.49 3.81 4.23
MainStay Convertible B MCSVX CV --- 1000 54.53 0.47 3.82 4.24
*10 year return calculated as of 2009-10-31