The Best Convertible Bonds Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Convertible Bonds mutual funds.

Category is Convertible Bonds

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%	-0.19%	12.62%	11.28%	91
AVK	Advent Convertible and Income Fund	Convertible Bonds	Apr 29, 2003	0.75%	-8.46%	9.75%	12.60%	19
CHI	Calamos Convertible Opportunities and Income Fund	Convertible Bonds	Jun 25, 1997	0.88%	4.22%	11.58%	10.61%	74
CHY	Calamos Convertible and High Income Closed Fund	Convertible Bonds	May 28, 2003	2.64%	-2.05%	10.86%	11.02%	69
CNSDX	Invesco Convertible Securities Fund	Convertible Bonds	Jul 27, 1997	0.68%	-0.47%	9.66%	11.83%	70
CXGCX	Calamos Global Convertible Fund	Convertible Bonds	Dec 30, 2014	1.03%	-1.10%	7.82%	5.28%	75
FISCX	Franklin Convertible Securities Fund	Convertible Bonds	Apr 14, 1987	0.83%	-3.19%	11.24%	10.23%	59
GCV	The Gabelli Convertible and Income Securities Fund...	Convertible Bonds	Jul 3, 1989	0.01%	6.04%	9.54%	11.21%	80
HICSX	Harbor Convertible Securities Fund	Convertible Bonds	May 1, 2011	1.12%	0.67%	8.54%	1.58%	86
LCFYX	Lord Abbett Convertible Fund	Convertible Bonds	Jun 29, 2003	0.86%	1.76%	11.72%	1.53%	90
LOCFX	Lord Abbett Convertible Fund Class F3	Convertible Bonds	Jun 30, 2003	0.82%	1.75%	—	1.52%	90
MCIFX	Miller Convertible Bond Fund	Convertible Bonds	Dec 26, 2007	0.97%	-1.07%	5.25%	4.92%	48
NCZ	Virtus Convertible and Income Fund II	Convertible Bonds	Jul 31, 2003	0.03%	-0.21%	8.23%	10.74%	84
PACIX	Columbia Convertible Securities Fund	Convertible Bonds	Sep 24, 1987	1.12%	0.04%	11.54%	1.48%	82
PBXIX	Rational/Pier 88 Convertible Securities Fund	Convertible Bonds	Dec 5, 2019	0.99%	-2.92%	—	6.05%	7
PCONX	Putnam Convertible Securities Fund	Convertible Bonds	Jun 28, 1972	1.03%	-0.37%	9.95%	5.41%	62
WESRX	TETON Convertible Securities Fund	Convertible Bonds	Sep 29, 1997	1.15%	-3.62%	7.62%	8.37%	44

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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