Convertibles income funds
Convertible-bond funds. Ranked by DT Score (income quality), then yield.
4
Active funds
11.2%
Median forward rate
44%
Median Earned % (1Y)
4
Funds with a DT Score
| Fund | Category | Fwd rate | 12m yield | 1Y total ret. | Earned % 1Y | Upside capt. | Downside capt. | Tracking | DT Score | Momentum | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CSQ Calamos Strategic Total Return Fund | CEF - Equity | 8.5% | 7.8% | +9.3% | 102% | 77% | 70% | Loosely | 65 | 30 | Downtrend |
| NCZ Virtus/Allianz AllianzGI Convertible & Income Fund II | CEF - Fixed Income | 11.6% | 10.7% | +6.2% | 50% | 85% | 82% | Loosely | 54 | 15 | Downtrend |
| NCV Virtus/Allianz AllianzGI Convertible & Income Fund | CEF - Fixed Income | 12.1% | 11.1% | +4.8% | 38% | 76% | 73% | Loosely | 51 | 17 | Downtrend |
| CHI Calamos Convertible Opportunities and Income Fund | CEF - Equity | 10.7% | 10.7% | +4.3% | 29% | 100% | 96% | Loosely | 46 | 11 | Downtrend |
Upside / downside capture and tracking compare each fund with what it's built on over the last year of daily returns. See the methodology.
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Rankings, payout changes and yield traps, once a week.