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.
- Number of Funds
- 33
- Avg. Expense Ratio
- 1.02%
- Avg. Yield
- 6.90%
- Avg. 1 Year Return
- 22.84%
- Median Risk/Return Score
- 60 / 100
The Best Convertible Bonds Mutual Funds
29 results
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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5 Years
Best Convertible Bonds Mutual funds by Risk/Return Score
The top Convertible Bonds Mutual funds by PortfoliosLab Risk/Return Score are ARBIX (100) and MCIFX (94).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | 100 | — | Aug 2017 | |
| Miller Convertible Bond Fund | 94 | — | Dec 2007 | |
| Calamos Global Convertible Fund | 88 | — | Dec 2014 | |
| Calamos Convertible Opportunities and Income Fund | 83 | — | Jun 1997 | |
| Virtus Convertible Fund | 79 | — | Apr 1993 |
Best-Performing Convertible Bonds Mutual funds Over 5 Years
The top Convertible Bonds Mutual funds is NIE (9.64%).
Across the lineup, Convertible Bonds Mutual funds show an average 1-year return of 22.84% and an average 5-year return of 5.74%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Virtus Equity & Convertible Income Fund | 9.64% | — | Feb 2007 | |
| Virtus Diversified Income & Convertible Fund | 8.85% | — | May 2015 | |
| Harbor Convertible Securities Fund | 7.69% | — | May 2011 | |
| Fidelity Advisor Convertible Securities Fund Class... | 7.64% | — | Oct 2018 | |
| Fidelity Advisor Convertible Securities Fund Class... | 7.53% | — | Feb 2009 |
Lowest-Cost Convertible Bonds Mutual funds
The top Convertible Bonds Mutual funds is FIQVX (0.59%).
With an average expense ratio of 1.02%, 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 |
|---|---|---|---|---|
| Fidelity Advisor Convertible Securities Fund Class... | 0.59% | — | Oct 2018 | |
| Fidelity Convertible Securities Fund | 0.67% | — | Jan 1987 | |
| Invesco Convertible Securities Fund | 0.68% | — | Jul 1997 | |
| Fidelity Advisor Convertible Securities Fund Class... | 0.70% | — | Feb 2009 | |
| Virtus Convertible Fund | 0.71% | — | Apr 1993 |
Highest-Yield Convertible Bonds Mutual funds
The top Convertible Bonds Mutual funds is AVK (11.05%).
Across the lineup, Convertible Bonds Mutual funds show an average dividend yield of 6.90%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Advent Convertible and Income Fund | 11.05% | — | Apr 2003 | |
| Calamos Convertible Fund | 10.41% | — | Jun 1997 | |
| Invesco Convertible Securities Fund | 10.05% | — | Jul 1997 | |
| Virtus Equity & Convertible Income Fund | 9.88% | — | Feb 2007 | |
| Virtus Convertible Fund | 9.58% | — | Apr 1993 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
FCVSX vs. ICVTFCVSX vs. SPYFCVSX vs. FXAIXFCVSX vs. AMRMXFCVSX vs. VOOANNPX vs. CVMIXANNPX vs. LCFYXANNPX vs. VWOANNPX vs. VOOANNPX vs. VEAARBIX vs. SRDAXARBIX vs. FABZXARBIX vs. RYMQXARBIX vs. TNMAXARBIX vs. SYMIXCHI vs. JEPICHI vs. FISCXCHI vs. CIHEXCHI vs. GCVCHI vs. AVKACV vs. FRGAXACV vs. AVKACV vs. FYMIXACV vs. BWBIXACV vs. MACAXCHY vs. CCVIXCHY vs. CHYDXCHY vs. BINCCHY vs. SMHCHY vs. ISPYLBFFX vs. FPFLBFFX vs. FACVXLBFFX vs. CCVIXLBFFX vs. PFDLBFFX vs. NCVNIE vs. GIDHXNIE vs. BANXNIE vs. MERFXNIE vs. ENHNXNIE vs. USGPCONX vs. CNSDXPCONX vs. PBXIXPCONX vs. PACIXPCONX vs. HICSXPCONX vs. AVKCICVX vs. CVRTCICVX vs. FICVXCICVX vs. PISHXCICVX vs. DPIIXCICVX vs. PFINX