| SYMBOL | COMPANY | 3-MONTH | YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|
| CCSIX | Columbia Convertible Securities I | 9.43 | 14.68 | 26.50 | NA | NA |
| COCRX | Columbia Convertible Securities R5 | 9.43 | 14.65 | NA | NA | NA |
| ANZDX | AllianzGI Convertible D | 9.42 | 14.93 | 27.65 | 15.37 | NA |
| ANZAX | AllianzGI Convertible A | 9.41 | 14.95 | 27.70 | 15.38 | NA |
| COVRX | Columbia Convertible Securities R4 | 9.40 | 14.62 | NA | NA | NA |
| NCIAX | Columbia Convertible Securities Z | 9.40 | 14.58 | 26.27 | 14.13 | 5.57 |
| CVBWX | Columbia Convertible Securities W | 9.36 | 14.47 | 26.04 | NA | NA |
| PACIX | Columbia Convertible Securities A | 9.34 | 14.45 | 26.00 | 13.86 | 5.30 |
| ANZRX | AllianzGI Convertible R | 9.30 | 14.80 | 27.26 | 15.07 | NA |
| CVBRX | Columbia Convertible Securities R | 9.28 | 14.39 | 25.70 | NA | NA |
| SYMBOL | COMPANY | 3-MONTH | YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|
| ANZAX | AllianzGI Convertible A | 9.41 | 14.95 | 27.70 | 15.38 | NA |
| ANZDX | AllianzGI Convertible D | 9.42 | 14.93 | 27.65 | 15.37 | NA |
| ANZRX | AllianzGI Convertible R | 9.30 | 14.80 | 27.26 | 15.07 | NA |
| ANZCX | AllianzGI Convertible C | 9.24 | 14.64 | 26.80 | 14.55 | NA |
| NCIAX | Columbia Convertible Securities Z | 9.40 | 14.58 | 26.27 | 14.13 | 5.57 |
| FCVSX | Fidelity Convertible Securities | 9.03 | 13.66 | 28.85 | 14.11 | 3.53 |
| PACIX | Columbia Convertible Securities A | 9.34 | 14.45 | 26.00 | 13.86 | 5.30 |
| FACVX | Fidelity Advisor Convertible Secs A | 8.94 | 13.53 | 28.51 | 13.80 | NA |
| FTCVX | Fidelity Advisor Convertible Secs T | 8.86 | 13.36 | 28.06 | 13.45 | NA |
| CNSDX | Invesco Convertible Securities Y | 8.39 | 13.16 | 25.19 | 13.35 | 8.26 |
*Funds with the best performance in their category for the last 3 months
**Funds with the best performance in their category for the last 3 years
Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors
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