Top 25 Convertibles Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2009-11-06
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 32.67 3.35 --- ---
Nicholas-Applegate US Convertible I NIGIX CV --- 250000 32.54 3.24 6.56 4.92
Calamos Convertible I CICVX CV --- 1000000 37.01 3.12 4.86 6.76
PIMCO Convertible Instl PFCIX CV --- 5000000 38.92 2.90 3.60 4.03
Calamos Convertible A CCVIX CV 4.75 2500 36.62 2.84 4.60 6.50
Calamos Convertible A Load Waived CCVIX.LW CV --- 2500 36.62 2.84 4.60 6.50
Morgan Stanley Convertible Secs I CNSDX CV --- 5000000 38.63 2.13 4.37 5.63
Calamos Convertible B CALBX CV --- 2500 35.58 2.08 3.81 ---
Calamos Convertible C CCVCX CV --- 2500 35.55 2.07 3.81 5.79
Dunham Appreciation & Income N DNAIX CV --- 100000 39.31 1.94 --- ---
Morgan Stanley Convertible Secs A LW CNSAX.LW CV --- 1000 38.35 1.86 4.09 5.36
Morgan Stanley Convertible Secs A CNSAX CV 5.25 1000 38.35 1.86 4.09 5.36
MainStay VP Series Convertible Svc FVUSA04AT6 CV --- 0 38.40 1.72 4.89 ---
MainStay VP Series Convertible Svc FVUSA04AT6 CV --- 0 38.40 1.72 4.89 ---
Vanguard Convertible Securities VCVSX CV --- 10000 34.90 1.71 5.33 6.19
MainStay Convertible A Load Waived MCOAX.LW CV --- 25000 34.77 1.48 4.88 5.05
MainStay Convertible A MCOAX CV 5.50 25000 34.77 1.48 4.88 5.05
Van Kampen Harbor I ACHIX CV --- 0 35.32 1.43 --- ---
Van Kampen Harbor A Load Waived ACHBX.LW CV --- 1000 35.03 1.16 3.59 3.15
Van Kampen Harbor A ACHBX CV 5.75 1000 35.03 1.16 3.59 3.15
Morgan Stanley Convertible Secs B CNSBX CV --- 1000 37.38 1.09 3.30 4.55
Morgan Stanley Convertible Secs C CNSCX CV --- 1000 37.30 1.07 3.33 4.59
PIMCO Convertible Admin PFCAX CV --- 5000000 38.46 0.92 3.40 ---
Dunham Appreciation & Income C DCAIX CV --- 5000 37.79 0.90 --- ---
MainStay Convertible B MCSVX CV --- 1000 33.56 0.65 4.05 4.24
*10 year return calculated as of 2009-10-31