Convertibles

Convertible bond portfolios are designed to offer some of the capital-appreciation potential of stock portfolios while also supplying some of the safety and yield of bond portfolios. To do so, they focus on convertible bonds and convertible preferred stocks. Convertible bonds allow investors to convert the bonds into shares of stock, usually at a preset price. These securities thus act a bit like stocks and a bit like bonds. Morningstar®

MainStay Convertible Fund (MCOAX)

Performance (1-yr.): 23.45% Expenses: 0.99%
Performance (1-mo.): 3.68% Total Assets: $921.7M
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Miller Convertible Bond Fund (MCFAX)

Performance (1-yr.): 20.32% Expenses: 1.51%
Performance (1-mo.): 3.19% Total Assets: $523.01M
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PIMCO Convertible Fund (PACNX)

Performance (1-yr.): 21.18% Expenses: 1.05%
Performance (1-mo.): 5.25% Total Assets: $197.81M
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Putnam Convertible Securities Fund (PCONX)

Performance (1-yr.): 22.01% Expenses: 1.08%
Performance (1-mo.): 4.03% Total Assets: $879.42M
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RBC BlueBay Global Convertible Bond Fund (RGCBX)

Performance (1-yr.): 12.81% Expenses: 1.00%
Performance (1-mo.): 1.68% Total Assets: $19.69M
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The Gabelli Global Rising Income and Dividend Fund (GAGAX)

Performance (1-yr.): 10.64% Expenses: 2.00%
Performance (1-mo.): 3.71% Total Assets: $20.64M
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Vanguard Convertible Securities Fund (VCVSX)

Performance (1-yr.): 18.71% Expenses: 0.52%
Performance (1-mo.): 3.34% Total Assets: $2.17B
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Victory Investment Grade Convertible Fund (SBFCX)

Performance (1-yr.): 20.50% Expenses: 1.44%
Performance (1-mo.): 3.53% Total Assets: $22.34M
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Top Performing Convertibles Funds As of 03.05.2014

PIMCO Convertible Fund (PACNX)

Total Return: 5.25%

AllianzGI Convertible Fund (ANZAX)

Total Return: 5.18%

EQ/Convertible Securities Portfolio

Total Return: 4.45%

Lord Abbett Convertible Fund (LACFX)

Total Return: 27.44%

AllianzGI Convertible Fund (ANZAX)

Total Return: 26.17%

Columbia Convertible Securities Fund (PACIX)

Total Return: 25.38%

AllianzGI Convertible Fund (ANZAX)

Total Return: 10.63%

Columbia Convertible Securities Fund (PACIX)

Total Return: 10.30%

Franklin Convertible Securities Fund (FISCX)

Total Return: 9.89%

* Annualized