Top 25 Convertibles Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2008-08-26
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Nicholas-Applegate US Convertible I NIGIX CV --- 250000 -1.20 8.74 10.89 8.09
Fidelity Convertible Securities FCVSX CV --- 2500 -4.45 8.71 9.85 9.86
Vanguard Convertible Securities VCVSX CV --- 10000 -1.64 7.75 9.05 7.61
Transamerica Convertible Secs A ICVAX CV 4.75 1000 -1.21 7.19 8.38 ---
Transamerica Convertible Secs A LW ICVAX.LW CV --- 1000 -1.21 7.19 8.38 ---
MainStay Convertible A MCOAX CV 5.50 25000 -3.23 6.56 7.56 6.95
MainStay Convertible A Load Waived MCOAX.LW CV --- 25000 -3.23 6.56 7.56 6.95
Transamerica Convertible Secs C ICVLX CV --- 1000 -1.85 6.51 7.61 ---
Transamerica Convertible Secs B ICVBX CV --- 1000 -1.93 6.43 7.61 ---
MainStay Convertible B MCSVX CV --- 1000 -3.98 5.77 6.77 6.15
MainStay Convertible C MCCVX CV --- 1000 -3.98 5.74 6.76 ---
Calamos Convertible I CICVX CV --- 1000000 -0.74 5.64 7.10 7.87
Dunham Appreciation & Income N DNAIX CV --- 100000 -6.65 5.57 --- ---
Putnam Convertible Income-Growth Y PCGYX CV --- 500 -6.67 5.42 8.09 ---
Calamos Convertible A Load Waived CCVIX.LW CV --- 2500 -1.04 5.36 6.82 7.57
Calamos Convertible A CCVIX CV 4.75 2500 -1.04 5.36 6.82 7.57
Morgan Stanley Convertible Secs I CNSDX CV --- 5000000 -3.52 5.17 6.75 6.15
Putnam Convertible Income-Growth A PCONX CV 5.75 500 -6.86 5.16 7.83 4.82
Putnam Convertible Income-Growth A LW PCONX.LW CV --- 500 -6.86 5.16 7.83 4.82
Putnam Convertible Income-Growth R PCVRX CV --- 500 -7.13 4.90 --- ---
Morgan Stanley Convertible Secs A LW CNSAX.LW CV --- 1000 -3.82 4.85 6.47 5.88
Morgan Stanley Convertible Secs A CNSAX CV 5.25 1000 -3.82 4.85 6.47 5.88
Value Line Convertible VALCX CV --- 1000 -3.82 4.82 6.08 4.12
Van Kampen Harbor I ACHIX CV --- 0 -4.35 4.79 --- ---
Putnam Convertible Income-Growth M PCNMX CV 3.50 500 -7.35 4.63 7.28 4.31
*10 year return calculated as of 2008-07-31