The Best Preferred Stock/Convertible Bonds Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 22 Preferred Stock/Convertible Bonds mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.

Category: Preferred Stock/Convertible Bonds

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
CCVIX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	Jun 21, 1985	1.10%	1.12%	6.96%	1.87%
CICVX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	Jun 25, 1997	0.85%	1.21%	7.23%	2.48%
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock/Convertible Bonds	May 2, 2010	0.84%	3.90%	4.32%	5.65%
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	Preferred Stock/Convertible Bonds	Apr 11, 2011	1.20%	4.60%	4.61%	5.25%
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	0.97%	1.67%	6.78%	2.03%
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	1.74%	1.38%	5.95%	1.30%
FCVSX	Fidelity Convertible Securities Fund	Preferred Stock/Convertible Bonds	Jan 5, 1987	0.67%	1.76%	7.11%	2.30%
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	0.70%	1.76%	7.08%	2.27%
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Oct 2, 2018	0.59%	1.79%	—	2.40%
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	Jan 10, 2011	1.00%	4.56%	4.59%	5.62%
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	1.23%	1.57%	6.63%	3.18%
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	Mar 30, 2022	0.59%	5.07%	—	5.43%
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	Mar 29, 2001	1.53%	-1.62%	1.87%	6.88%
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	—	0.93%	3.50%	7.84%	1.73%
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	Preferred Stock/Convertible Bonds	Nov 29, 2015	0.60%	3.21%	—	5.02%
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	Dec 18, 2006	0.74%	3.32%	4.45%	5.87%
OIOIX	AXS Income Opportunities Fund	Preferred Stock/Convertible Bonds	Jun 27, 2013	1.34%	0.32%	1.75%	7.24%
PCSFX	Principal Capital Securities Fund	Preferred Stock/Convertible Bonds	Mar 13, 2014	0.00%	5.24%	4.58%	5.55%
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	Apr 12, 2015	0.79%	4.18%	—	4.90%
PISHX	Cohen & Steers Preferred Securities and Income SMA...	Preferred Stock/Convertible Bonds	Feb 28, 2019	0.00%	4.61%	—	5.84%

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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