Convertibles | 1 year gross return | 1 year net return |
---|---|---|
SSI Inv Grade Convert Strat | 15.49 | 14.44 |
Victory Inv-Grd Convtb Sec Collective Fd | 15.23 | 14.43 |
PIMCO Convertible | 14.30 | 13.58 |
Victory Inv Grade Convertibles Composite | 14.07 | 13.45 |
Cohen & Steers Preferred Securities | 12.87 | 11.80 |
Palisade Capital Convertible Secs SMA | 12.86 | 11.55 |
SSI Outright Discretionary Convert Strat | 11.73 | 11.21 |
Laffer Investments Convertible Strategy | 11.42 | 10.34 |
Palisade Convertible Securities Comp | 10.56 | 10.00 |
Lord Abbett & Co. Convertibles MA | 11.82 | 9.22 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
ClearBridge U.S. Convertibles | 13.90 | 13.22 |
Allianz Convertibles | 12.94 | 12.50 |
Camden Long Only Convertible Composite | 12.62 | 11.98 |
Cohen & Steers Preferred Securities | 11.98 | 11.18 |
PIMCO Convertible | 11.60 | 10.87 |
Palisade Convertible Securities Comp | 11.28 | 10.62 |
PENN Capital Mgt Convertible Securities | 11.26 | 10.49 |
Putnam HY Convertible Managed Acct | 10.45 | 10.45 |
Invesco Convertible Securities | 11.13 | 10.40 |
SSI Outright Discretionary Convert Strat | 10.96 | 10.37 |