Convertibles | 1 year gross return | 1 year net return |
---|---|---|
SSI Inv Grade Convert Strat | 12.98 | 11.93 |
INCORE Inv Grade Convertibles Comp | 11.23 | 10.62 |
Cohen & Steers Preferred Securities | 10.91 | 9.87 |
Palisade Capital Convertible Secs SMA | 10.61 | 9.35 |
PIMCO Convertible | 9.98 | 9.26 |
SSI Outright Discretionary Convert Strat | 9.71 | 9.17 |
ClearBridge U.S. Convertibles | 9.70 | 9.05 |
Palisade Convertible Securities Comp | 9.50 | 8.96 |
MacKay Shields Convertibles | 8.79 | 8.25 |
Zazove Global Convertibles | 8.75 | 7.76 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
ClearBridge U.S. Convertibles | 13.48 | 12.81 |
Allianz Convertibles | 12.76 | 12.33 |
Camden Long Only Convertible Composite | 11.98 | 11.33 |
Invesco Convertible Securities | 11.30 | 10.57 |
Cohen & Steers Preferred Securities | 11.16 | 10.33 |
PENN Capital Mgt Convertible Securities | 10.83 | 10.14 |
Nicholas Inv - Convertibles | 10.74 | 9.92 |
SSI Outright Discretionary Convert Strat | 10.43 | 9.85 |
MacKay Shields Convertibles | 10.37 | 9.82 |
PIMCO Convertible | 10.53 | 9.81 |