Convertibles | 1 year gross return | 1 year net return |
---|---|---|
Victory Inv-Grd Convtb Sec Collective Fd | 22.64 | 21.80 |
SSI Inv Grade Convert Strat | 20.35 | 19.26 |
PIMCO Convertible | 19.38 | 18.62 |
Victory Inv Grade Convertibles Composite | 16.50 | 15.87 |
SSI Outright Discretionary Convert Strat | 15.27 | 14.75 |
Palisade Capital Convertible Secs SMA | 14.66 | 13.30 |
Palisade Convertible Securities Comp | 13.54 | 12.98 |
Cohen & Steers Preferred Securities | 13.57 | 12.50 |
Advent Investment Grade | 12.60 | 12.10 |
Putnam HY Convertible Managed Acct | 11.41 | 11.41 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
ClearBridge U.S. Convertibles | 14.34 | 13.66 |
Allianz Convertibles | 13.72 | 13.27 |
Gabelli Asset Mgt Convert | 13.70 | 12.72 |
Camden Long Only Convertible Composite | 12.99 | 12.34 |
Cohen & Steers Preferred Securities | 13.04 | 12.27 |
PIMCO Convertible | 12.72 | 11.99 |
Advent Balanced Convertible Strategy | 12.38 | 11.83 |
PENN Capital Mgt Convertible Securities | 12.53 | 11.66 |
Invesco Convertible Securities | 12.31 | 11.55 |
Putnam HY Convertible Managed Acct | 11.46 | 11.46 |