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 Preferred Stock/Convertible Bonds mutual funds.

Category is Preferred Stock/Convertible Bonds

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
CCVIX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	Jun 21, 1985	1.10%	0.22%	10.06%	10.23%	84
CICVX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	Jun 25, 1997	0.85%	0.23%	10.31%	12.57%	84
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock/Convertible Bonds	May 2, 2010	0.84%	-1.38%	4.63%	5.26%	82
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	Preferred Stock/Convertible Bonds	Apr 11, 2011	1.20%	-1.05%	4.71%	5.55%	87
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	0.97%	1.33%	10.83%	11.04%	84
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	1.74%	1.14%	10.03%	10.35%	83
FCVSX	Fidelity Convertible Securities Fund	Preferred Stock/Convertible Bonds	Jan 5, 1987	0.67%	1.37%	10.76%	2.18%	35
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	0.70%	1.37%	11.11%	11.23%	85
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Oct 2, 2018	0.59%	1.40%	—	11.37%	85
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	Jan 10, 2011	1.00%	-2.48%	4.99%	4.64%	80
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	Apr 1, 2009	0.02%	-4.04%	5.68%	9.36%	14
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	Feb 19, 2009	1.23%	1.27%	10.70%	10.76%	83
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	Jan 1, 2005	0.01%	-0.59%	5.46%	9.49%	10
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	Aug 27, 2002	0.01%	-1.60%	5.12%	9.45%	11
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	Jun 19, 2003	0.01%	1.08%	5.59%	9.27%	11
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	Mar 26, 2003	0.01%	-4.85%	6.06%	10.37%	14
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	Mar 30, 2022	0.59%	-1.64%	—	5.25%	84
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	Mar 29, 2001	1.53%	-2.46%	3.30%	7.77%	7
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	—	0.93%	1.71%	11.61%	1.47%	90
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	May 1, 2012	0.01%	-3.89%	6.62%	7.87%	18

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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