Top 25 Convertibles Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2009-11-23
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 50.04 3.52 --- ---
Nicholas-Applegate US Convertible I NIGIX CV --- 250000 49.84 3.40 6.61 4.92
Calamos Convertible I CICVX CV --- 1000000 49.35 2.95 4.71 6.76
Calamos Convertible A Load Waived CCVIX.LW CV --- 2500 48.96 2.68 4.45 6.50
Calamos Convertible A CCVIX CV 4.75 2500 48.96 2.68 4.45 6.50
Morgan Stanley Convertible Secs I CNSDX CV --- 5000000 56.71 2.25 4.31 5.63
Morgan Stanley Convertible Secs A CNSAX CV 5.25 1000 56.42 1.96 4.05 5.36
Calamos Convertible C CCVCX CV --- 2500 47.75 1.91 3.66 5.79
Calamos Convertible B CALBX CV --- 2500 47.80 1.91 3.67 ---
Dunham Appreciation & Income N DNAIX CV --- 100000 55.92 1.76 --- ---
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 ---
Morgan Stanley Convertible Secs A LW CNSAX.LW CV --- 1000 54.81 1.61 3.83 5.36
Van Kampen Harbor I ACHIX CV --- 0 52.16 1.58 --- ---
Vanguard Convertible Securities VCVSX CV --- 10000 51.88 1.47 5.29 6.19
Van Kampen Harbor A Load Waived ACHBX.LW CV --- 1000 51.84 1.33 3.56 3.15
Van Kampen Harbor A ACHBX CV 5.75 1000 51.84 1.33 3.56 3.15
MainStay Convertible A MCOAX CV 5.50 25000 54.63 1.28 4.63 5.05
MainStay Convertible A Load Waived MCOAX.LW CV --- 25000 54.63 1.28 4.63 5.05
Morgan Stanley Convertible Secs C CNSCX CV --- 1000 55.25 1.20 3.28 4.59
Morgan Stanley Convertible Secs B CNSBX CV --- 1000 55.22 1.19 3.25 4.55
Dunham Appreciation & Income C DCAIX CV --- 5000 54.29 0.74 --- ---
Van Kampen Harbor C ACHCX CV --- 1000 50.70 0.59 2.78 2.37
Van Kampen Harbor B ACHAX CV --- 1000 50.57 0.55 2.78 2.38
MainStay Convertible C MCCVX CV --- 1000 53.14 0.42 3.80 4.23
*10 year return calculated as of 2009-10-31