| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Advent Balanced Convertible Strategy | 12.25 | 11.64 |
| Zazove Institutional Blend Convertibles | 10.79 | 10.79 |
| Palisade Convertible Securities Comp | 11.21 | 10.53 |
| MacKay Shields Convertibles | 10.72 | 10.18 |
| Morgan Stanley Global Convertible Bond | 11.19 | 10.11 |
| Oaktree Global ex-US Convertibles | 10.53 | 9.99 |
| MacKay Shields Convertible CIT 1 | 10.02 | 9.58 |
| Voya Convertibles | 9.74 | 9.53 |
| Calamos Instl Convertible Composite | 10.03 | 9.27 |
| Zazove Global Convertibles | 9.27 | 9.27 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| Voya Convertibles | 12.08 | 11.69 |
| MacKay Shields Convertibles | 10.05 | 9.50 |
| Lord Abbett & Co. Convertibles | 10.16 | 9.10 |
| Invesco Convertible Securities | 9.39 | 8.73 |
| Calamos Instl Convertible Composite | 9.42 | 8.65 |
| SSI Convertible Investment Strategy | 8.96 | 8.38 |
| Advent Balanced Convertible Strategy | 8.85 | 8.29 |
| Palisade Convertible Securities Comp | 8.36 | 7.73 |
| Zazove Institutional Blend Convertibles | 7.53 | 7.21 |
| Nicholas Inv - Convertibles | 7.91 | 7.09 |
