Top 25 Convertibles Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2008-05-15
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Fidelity Convertible Securities FCVSX CV --- 2500 11.22 17.69 13.72 10.27
Nicholas-Applegate US Convertible I NIGIX CV --- 250000 6.34 14.30 13.34 8.76
Transamerica Convertible Secs A LW ICVAX.lw CV --- 1000 11.29 13.77 11.21 ---
Transamerica Convertible Secs A ICVAX CV 4.75 1000 11.29 13.77 11.21 ---
Vanguard Convertible Securities VCVSX CV --- 10000 5.70 13.49 11.47 7.36
Transamerica Convertible Secs C ICVLX CV --- 1000 10.61 13.08 10.40 ---
Transamerica Convertible Secs B ICVBX CV --- 1000 10.50 12.95 10.42 ---
MainStay Convertible A MCOAX CV 5.50 25000 7.93 12.56 10.09 7.16
MainStay Convertible A Load Waived MCOAX.lw CV --- 25000 7.93 12.56 10.09 7.16
MainStay Convertible B MCSVX CV --- 1000 7.20 11.74 9.30 6.37
MainStay Convertible C MCCVX CV --- 1000 7.14 11.70 9.27 ---
Putnam Convertible Income-Growth Y PCGYX CV --- 500 2.02 11.70 11.14 ---
Putnam Convertible Income-Growth A PCONX CV 5.75 500 1.76 11.43 10.85 4.99
Putnam Convertible Income-Growth A LW PCONX.lw CV --- 500 1.76 11.43 10.85 4.99
Dunham Appreciation & Income N DNAIX CV --- 100000 4.64 11.27 --- ---
Putnam Convertible Income-Growth R PCVRX CV --- 0 1.50 11.14 --- ---
Putnam Convertible Income-Growth M PCNMX CV 3.50 500 1.25 10.85 10.29 4.48
PIMCO Convertible Instl PFCIX CV --- 5000000 0.46 10.84 10.19 ---
Putnam Convertible Income-Growth C PRCCX CV --- 500 1.01 10.58 10.02 ---
Putnam Convertible Income-Growth B PCNBX CV --- 500 0.98 10.57 10.03 4.21
PIMCO Convertible Admin PFCAX CV --- 5000000 0.24 10.57 9.93 ---
Dunham Appreciation & Income C DCAIX CV --- 5000 3.59 10.18 --- ---
Calamos Convertible I CICVX CV --- 1000000 6.14 10.12 9.17 8.31
Morgan Stanley Convertible Secs I CNSDX CV --- 5000000 3.14 9.94 8.71 5.96
Oppenheimer Convertible Securities M RCVGX CV 3.25 1000 0.60 9.91 7.89 4.42
*10 year return calculated as of 2008-04-30