The Best Convertible Bonds Mutual Funds

Number of Funds: 18
Avg. Expense Ratio: 0.92%
Avg. Yield: 6.71%
Avg. 1 Year Return: 31.42%
Median Risk/Return Score: 74 / 100

15 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ANNPX	Virtus Convertible Fund	Convertible Bonds	Apr 18, 1993	0.71%	21.21%	14.53%	9.29%	91
AVK	Advent Convertible and Income Fund	Convertible Bonds	Apr 29, 2003	0.75%	6.29%	10.33%	11.06%	28
CHI	Calamos Convertible Opportunities and Income Fund	Convertible Bonds	Jun 25, 1997	0.88%	22.83%	12.74%	9.15%	63
CHY	Calamos Convertible and High Income Closed Fund	Convertible Bonds	May 28, 2003	2.64%	16.81%	12.45%	9.39%	61
CNSDX	Invesco Convertible Securities Fund	Convertible Bonds	Jul 27, 1997	0.68%	22.56%	11.57%	9.61%	77
CXGCX	Calamos Global Convertible Fund	Convertible Bonds	Dec 30, 2014	1.03%	16.99%	9.36%	4.46%	88
FISCX	Franklin Convertible Securities Fund	Convertible Bonds	Apr 14, 1987	0.83%	11.07%	12.31%	8.91%	72
HICSX	Harbor Convertible Securities Fund	Convertible Bonds	May 1, 2011	1.12%	22.72%	10.39%	1.47%	89
LCFYX	Lord Abbett Convertible Fund	Convertible Bonds	Jun 29, 2003	0.86%	21.38%	13.34%	1.28%	85
LOCFX	Lord Abbett Convertible Fund Class F3	Convertible Bonds	Jun 30, 2003	0.82%	21.41%	—	1.27%	86
MCIFX	Miller Convertible Bond Fund	Convertible Bonds	Dec 26, 2007	0.97%	8.20%	5.74%	4.50%	83
PACIX	Columbia Convertible Securities Fund	Convertible Bonds	Sep 24, 1987	1.12%	23.34%	13.35%	1.20%	89
PBXIX	Rational/Pier 88 Convertible Securities Fund	Convertible Bonds	Dec 5, 2019	0.99%	9.23%	—	5.38%	44
PCONX	Putnam Convertible Securities Fund	Convertible Bonds	Jun 28, 1972	1.03%	22.70%	11.83%	4.47%	72
WESRX	TETON Convertible Securities Fund	Convertible Bonds	Sep 29, 1997	1.15%	21.13%	9.70%	6.74%	59

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Time Period

Best Convertible Bonds Mutual funds by Risk/Return Score

The top Convertible Bonds Mutual funds by PortfoliosLab Risk/Return Score are ANNPX (91) and HICSX (89). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
ANNPX	Virtus Convertible Fund	91	—	Apr 1993
HICSX	Harbor Convertible Securities Fund	89	—	May 2011
PACIX	Columbia Convertible Securities Fund	89	—	Sep 1987
CXGCX	Calamos Global Convertible Fund	88	—	Dec 2014
LOCFX	Lord Abbett Convertible Fund Class F3	86	—	Jun 2003

Best-Performing Convertible Bonds Mutual funds Over 5 Years

The top Convertible Bonds Mutual funds is ANNPX (9.10%). Across the lineup, Convertible Bonds Mutual funds show an average 1-year return of 31.42% and an average 5-year return of 5.90%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
ANNPX	Virtus Convertible Fund	9.10%	—	Apr 1993
HICSX	Harbor Convertible Securities Fund	9.03%	—	May 2011
CNSDX	Invesco Convertible Securities Fund	8.28%	—	Jul 1997
PACIX	Columbia Convertible Securities Fund	8.00%	—	Sep 1987
LOCFX	Lord Abbett Convertible Fund Class F3	7.21%	—	Jun 2003

Lowest-Cost Convertible Bonds Mutual funds

The top Convertible Bonds Mutual funds is CNSDX (0.68%). With an average expense ratio of 0.92%, Convertible Bonds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
CNSDX	Invesco Convertible Securities Fund	0.68%	—	Jul 1997
ANNPX	Virtus Convertible Fund	0.71%	—	Apr 1993
AVK	Advent Convertible and Income Fund	0.75%	—	Apr 2003
LOCFX	Lord Abbett Convertible Fund Class F3	0.82%	—	Jun 2003
FISCX	Franklin Convertible Securities Fund	0.83%	—	Apr 1987

Highest-Yield Convertible Bonds Mutual funds

The top Convertible Bonds Mutual funds is AVK (11.06%). Across the lineup, Convertible Bonds Mutual funds show an average dividend yield of 6.71%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
AVK	Advent Convertible and Income Fund	11.06%	—	Apr 2003
CNSDX	Invesco Convertible Securities Fund	9.61%	—	Jul 1997
CHY	Calamos Convertible and High Income Closed Fund	9.39%	—	May 2003
ANNPX	Virtus Convertible Fund	9.29%	—	Apr 1993
CHI	Calamos Convertible Opportunities and Income Fund	9.15%	—	Jun 1997

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