Convertibles | 1 year gross return | 1 year net return |
---|---|---|
Cohen & Steers Preferred Securities | 7.93 | 6.89 |
W.E. Donoghue Power Dividend and Yield | 3.69 | 3.43 |
Zazove Inv. Grade Convertible Strategy | 3.34 | 3.34 |
Oaktree High Income Convertibles | 3.88 | 3.11 |
Laffer Investments Convertible Strategy | 3.47 | 2.31 |
Laffer Investments Convertible Inc Strat | 2.69 | 1.64 |
IRON Convertible Strategy | 2.32 | 1.60 |
MacKay Convertible SMA | 0.86 | 0.51 |
Camden Long Only Convertible Composite | 0.75 | 0.13 |
INCORE Inv Grade Convertibles Comp | 0.38 | -0.17 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
Cohen & Steers Preferred Securities | 9.52 | 8.54 |
SSI Inv Grade Convert Strat | 8.96 | 7.85 |
INCORE Inv Grade Convertibles Comp | 7.87 | 7.28 |
Camden Long Only Convertible Composite | 7.68 | 7.05 |
ClearBridge U.S. Convertibles | 7.47 | 6.83 |
Allianz Convertibles | 7.23 | 6.82 |
Zazove Inv. Grade Convertible Strategy | 6.43 | 6.43 |
SSI Outright Discretionary Convert Strat | 6.94 | 6.38 |
Gabelli Asset Mgt Convertibles Strategy | 7.04 | 6.27 |
MacKay Shields Convertibles | 6.75 | 6.23 |