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Best Mutual Funds: Top Performing Convertible Bond Funds

Investing, Investments

NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing convertible bond funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
Vanguard Convertible Securities VCVSX 9.18% 14% 1,642,564,778 0.59%
Fidelity Convertible Securities FCVSX 8.55% 22% 1,792,632,691 0.61%
Franklin Convertible Securities FROTX 8.38% 16% 1,011,293,501 1.65%
Putnam Convertible Securities PCONX 8.27% 16% 631,753,180 1.11%
Invesco Convertible Securities CNSAX 7.98% 13% 923,325,782 0.97%
Columbia Convertible Securities NCIAX 6.97% 14% 522,595,668 0.87%
MainStay Convertible MCCVX 6.65% 15% 665,543,778 1.97%
Calamos Convertible CALBX 5.75% 11% 1,538,667,491 1.85%

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