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.
- Number of Funds
- 34
- Avg. Expense Ratio
- 0.83%
- Avg. Yield
- 6.99%
- Avg. 1 Year Return
- 18.16%
- Median Risk/Return Score
- 73 / 100
The Best Preferred Stock/Convertible Bonds Mutual Funds
21 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Victory INCORE Investment Grade Convertible Fund C... | Preferred Stock/Convertible Bonds | — | 1.39% | 5.08% | 7.63% | 3.35% | 42 |
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 Preferred Stock/Convertible Bonds Mutual funds by Risk/Return Score
The top Preferred Stock/Convertible Bonds Mutual funds by PortfoliosLab Risk/Return Score are CICVX (89) and CCVIX (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 |
|---|---|---|---|---|
| Calamos Convertible Fund | 89 | — | Jun 1997 | |
| Calamos Convertible Fund | 89 | — | Jun 1985 | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | 89 | — | Apr 2011 | |
| Fidelity Advisor Convertible Securities Fund Class... | 88 | — | Oct 2018 | |
| Fidelity Advisor Convertible Securities Fund Class... | 88 | — | Feb 2009 |
Best-Performing Preferred Stock/Convertible Bonds Mutual funds Over 5 Years
The top Preferred Stock/Convertible Bonds Mutual funds is FIQVX (9.40%).
Across the lineup, Preferred Stock/Convertible Bonds Mutual funds show an average 1-year return of 18.16% and an average 5-year return of 4.37%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity Advisor Convertible Securities Fund Class... | 9.40% | — | Oct 2018 | |
| Fidelity Advisor Convertible Securities Fund Class... | 9.28% | — | Feb 2009 | |
| Fidelity Advisor Convertible Securities Fund Class... | 9.06% | — | Feb 2009 | |
| Fidelity Advisor Convertible Securities Fund Class... | 9.00% | — | Feb 2009 | |
| Fidelity Convertible Securities Fund | 8.57% | — | Jan 1987 |
Lowest-Cost Preferred Stock/Convertible Bonds Mutual funds
The top Preferred Stock/Convertible Bonds Mutual funds is FIQVX (0.59%).
With an average expense ratio of 0.83%, Preferred Stock/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 | |
| Cohen & Steers Low Duration Preferred and Income F... | 0.60% | — | Nov 2015 | |
| Fidelity Convertible Securities Fund | 0.67% | — | Jan 1987 | |
| Fidelity Advisor Convertible Securities Fund Class... | 0.70% | — | Feb 2009 | |
| Nuveen Preferred Securities & Income Fund | 0.74% | — | Dec 2006 |
Highest-Yield Preferred Stock/Convertible Bonds Mutual funds
The top Preferred Stock/Convertible Bonds Mutual funds is CICVX (10.04%).
Across the lineup, Preferred Stock/Convertible Bonds Mutual funds show an average dividend yield of 6.99%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Calamos Convertible Fund | 10.04% | — | Jun 1997 | |
| Fidelity Advisor Convertible Securities Fund Class... | 8.98% | — | Oct 2018 | |
| Fidelity Advisor Convertible Securities Fund Class... | 8.89% | — | Feb 2009 | |
| Fidelity Advisor Convertible Securities Fund Class... | 8.72% | — | Feb 2009 | |
| Fidelity Advisor Convertible Securities Fund Class... | 8.48% | — | Feb 2009 |
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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. PCONXFCVSX vs. AMRMXCPXIX vs. PFFACPXIX vs. PFINXCPXIX vs. PISHXCPXIX vs. FPEIXCPXIX vs. PFFNPSRX vs. PSKNPSRX vs. PFFANPSRX vs. BACNPSRX vs. DIVONPSRX vs. BKLNLBFFX vs. PFDLBFFX vs. FPFLBFFX vs. FACVXLBFFX vs. CCVIXLBFFX vs. HPSPPSIX vs. FPEPPSIX vs. FPFPPSIX vs. KIFAXPPSIX vs. DPIIXPPSIX vs. HPSFICVX vs. VCITFICVX vs. VOOFICVX vs. LDPFICVX vs. CCVIXFICVX vs. FTCVXCICVX vs. CVRTCICVX vs. PYLDCICVX vs. PISHXCICVX vs. PCSFXCICVX vs. DPIIXFCCVX vs. XCV.TOFCCVX vs. XIC.TOFCCVX vs. VVL.TOFCCVX vs. XDIV.TOFCCVX vs. DPIIXLPXZX vs. FDFIXLPXZX vs. VFIAXLPXZX vs. IRFIXLPXZX vs. CSUAXLPXZX vs. CSUIXFIQVX vs. VFIAXFIQVX vs. VOOFIQVX vs. JPDIXFIQVX vs. LDPFIQVX vs. PISHX