| Data through 11/20/2009. | Our favorite Convertibles funds |
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| Fund Category : Convertibles : Total Returns ( % ) | |
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| Category Name | 1 Month | YTD | 3 Month | 1 Year | 3 Year | 5 Year |
| Convertibles | -0.95 | 37.63 | 7.56 | 53.97 | -0.92 | 2.58 |
| Legg Mason ClearBridge Convertible I | -1.48 | 67.02 | 8.96 | 86.66 | 0.11 | 3.77 |
| Legg Mason ClearBridge Convertible A LW | -1.60 | 66.36 | 8.79 | 85.79 | -0.30 | 3.35 |
| Legg Mason ClearBridge Convertible A | -1.60 | 66.36 | 8.79 | 85.79 | -0.30 | 3.35 |
| Legg Mason ClearBridge Convertible B | -1.65 | 65.57 | 8.69 | 84.84 | -0.82 | 2.81 |
| Legg Mason ClearBridge Convertible C | -1.66 | 65.47 | 8.67 | 84.57 | -1.00 | 2.61 |
| Fidelity Convertible Securities | -1.79 | 58.61 | 7.55 | 87.17 | -0.39 | 4.18 |
| Putnam Convertible Income-Growth Y | -0.12 | 48.05 | 7.89 | 61.83 | -1.08 | 3.08 |
| Putnam Convertible Income-Growth A LW | -0.12 | 47.78 | 7.82 | 61.41 | -1.33 | 2.83 |
| Putnam Convertible Income-Growth A | -0.12 | 47.78 | 7.82 | 61.41 | -1.33 | 2.83 |
| Putnam Convertible Income-Growth R | -0.18 | 47.39 | 7.72 | 60.92 | -1.58 | 2.57 |
| Putnam Convertible Income-Growth M | -0.18 | 47.15 | 7.65 | 60.62 | -1.82 | 2.31 |
| Putnam Convertible Income-Growth C | -0.18 | 46.81 | 7.58 | 60.14 | -2.06 | 2.06 |
| Putnam Convertible Income-Growth B | -0.18 | 46.69 | 7.56 | 60.11 | -2.07 | 2.05 |
| Franklin Convertible Securities Adv | -0.93 | 43.20 | 8.81 | 66.04 | --- | --- |
| Franklin Convertible Securities A LW | -0.93 | 42.87 | 8.67 | 65.49 | -2.08 | 3.22 |
| Franklin Convertible Securities A | -0.93 | 42.87 | 8.67 | 65.49 | -2.08 | 3.22 |
| GAMCO Global Convertible Secs I | 0.28 | 42.64 | 9.25 | 48.81 | --- | --- |
| GAMCO Global Convertible Secs AAA | 0.28 | 42.57 | 9.21 | 48.76 | -5.70 | -0.02 |
| GAMCO Global Convertible Secs A LW | 0.28 | 42.01 | 8.88 | 48.73 | -15.11 | -6.20 |
| GAMCO Global Convertible Secs A | 0.28 | 42.01 | 8.88 | 48.73 | -5.75 | -0.03 |
| Franklin Convertible Securities C | -1.02 | 41.93 | 8.49 | 64.35 | -2.81 | 2.45 |
| GAMCO Global Convertible Secs C | 0.30 | 41.42 | 8.91 | 48.11 | -6.46 | -0.78 |
| PIMCO Convertible Instl | 0.25 | 39.18 | 13.08 | 58.71 | -0.22 | 2.83 |
| PIMCO Convertible Admin | 0.16 | 38.82 | 12.96 | 58.22 | -0.52 | 2.57 |
| Morgan Stanley Convertible Secs I | -0.70 | 38.29 | 7.76 | 55.62 | 2.17 | 4.39 |
| Morgan Stanley Convertible Secs A LW | -0.76 | 37.91 | 7.64 | 53.64 | 1.51 | 3.89 |
| Morgan Stanley Convertible Secs A | -0.76 | 37.91 | 7.64 | 55.24 | 1.86 | 4.10 |
| Van Kampen Harbor I | -0.54 | 37.33 | 7.95 | 50.99 | 1.55 | --- |
| Morgan Stanley Convertible Secs C | -0.76 | 37.04 | 7.51 | 54.03 | 1.11 | 3.36 |
| Morgan Stanley Convertible Secs B | -0.75 | 37.02 | 7.49 | 54.00 | 1.11 | 3.32 |
| Van Kampen Harbor A Load Waived | -0.54 | 36.99 | 7.89 | 50.68 | 1.30 | 3.63 |
| Van Kampen Harbor A | -0.54 | 36.99 | 7.89 | 50.68 | 1.30 | 3.63 |
| Van Kampen Harbor C | -0.60 | 36.17 | 7.72 | 49.56 | 0.54 | 2.86 |
| Van Kampen Harbor B | -0.61 | 36.06 | 7.65 | 49.56 | 0.53 | 2.85 |
| MainStay Convertible Instl | -1.84 | 35.90 | 7.25 | --- | --- | --- |
| MainStay Convertible A Load Waived | -1.91 | 35.64 | 7.11 | 56.10 | 1.35 | 4.66 |
| MainStay Convertible A | -1.91 | 35.64 | 7.11 | 56.10 | 1.35 | 4.66 |
| MainStay Convertible Inv | -1.91 | 35.34 | 7.06 | 55.69 | --- | --- |
| Dunham Appreciation & Income N | -1.14 | 34.84 | 10.35 | 58.47 | 1.40 | --- |
| MainStay Convertible B | -1.98 | 34.50 | 6.86 | 54.53 | 0.47 | 3.82 |
| Dunham Appreciation & Income A LW | -1.15 | 34.43 | 10.37 | 58.27 | --- | --- |
| Dunham Appreciation & Income A | -1.15 | 34.43 | 10.37 | 58.27 | --- | --- |
| MainStay Convertible C | -1.98 | 34.40 | 6.86 | 54.59 | 0.49 | 3.81 |
| Vanguard Convertible Securities | -1.94 | 34.10 | 5.70 | 51.44 | 1.49 | 5.25 |
| Dunham Appreciation & Income C | -1.16 | 33.74 | 10.23 | 57.08 | 0.43 | --- |
| Nicholas-Applegate US Convertible II | -1.53 | 32.02 | 7.35 | 49.25 | 3.42 | --- |
| Nicholas-Applegate US Convertible I | -1.53 | 31.84 | 7.31 | 49.03 | 3.31 | 6.68 |
| Calamos Convertible I | -1.79 | 31.62 | 7.02 | 50.41 | 2.70 | 4.69 |
| Calamos Convertible A Load Waived | -1.85 | 31.32 | 6.90 | 49.99 | 2.44 | 4.43 |
| Calamos Convertible A | -1.85 | 31.32 | 6.90 | 49.99 | 2.44 | 4.43 |
| Calamos Convertible R | -1.85 | 31.02 | 6.87 | 49.66 | --- | --- |
| Calamos Convertible B | -1.93 | 30.42 | 6.70 | 48.88 | 1.66 | 3.64 |
| Calamos Convertible C | -1.91 | 30.40 | 6.75 | 48.97 | 1.67 | 3.65 |
| Lord Abbett Convertible I | -0.39 | 30.28 | 6.15 | 42.21 | -0.51 | 3.07 |
| Lord Abbett Convertible F | -0.39 | 30.16 | 6.14 | 42.08 | --- | --- |
| Lord Abbett Convertible R2 | -0.48 | 30.03 | 6.01 | 41.88 | --- | --- |
| Lord Abbett Convertible A Load Waived | -0.39 | 29.89 | 6.08 | 41.88 | -1.91 | 2.06 |
| Lord Abbett Convertible A | -0.39 | 29.89 | 6.08 | 41.88 | -0.83 | 2.73 |
| Lord Abbett Convertible P | -0.38 | 29.83 | 6.11 | 41.68 | -0.96 | 2.61 |
| Columbia Convertible Securities Z | -0.63 | 29.67 | 6.41 | 46.28 | -2.50 | 1.69 |
| Lord Abbett Convertible R3 | -0.48 | 29.66 | 5.96 | 41.44 | --- | --- |
| Miller Convertible I | -1.15 | 29.23 | 4.89 | 44.39 | --- | --- |
| Columbia Convertible Securities A LW | -0.71 | 29.23 | 6.27 | 45.69 | -2.79 | 1.40 |
| Columbia Convertible Securities A | -0.71 | 29.23 | 6.27 | 45.69 | -2.79 | 1.40 |
| Lord Abbett Convertible C | -0.49 | 29.16 | 5.95 | 40.88 | -1.48 | 2.06 |
| Lord Abbett Convertible B | -0.49 | 29.09 | 5.93 | 40.80 | -1.48 | 2.06 |
| Miller Convertible A Load Waived | -1.16 | 28.79 | 4.83 | 43.68 | --- | --- |
| Miller Convertible A | -1.16 | 28.79 | 4.83 | 43.68 | --- | --- |
| Columbia Convertible Securities C | -0.79 | 28.35 | 6.10 | 44.60 | -3.52 | 0.64 |
| Columbia Convertible Securities B | -0.80 | 28.35 | 6.01 | 44.69 | -3.52 | 0.65 |
| Victory Investment Grade Convertible I | -0.68 | 24.36 | 6.19 | 44.54 | --- | --- |
| Victory Investment Grade Convertible A | -0.78 | 24.08 | 6.11 | 44.22 | -2.53 | 0.82 |
| Victory Investment Grade Convertibl A LW | -0.78 | 24.08 | 6.11 | 44.22 | -5.15 | -1.28 |
| Value Line Convertible | -1.07 | 23.26 | 6.51 | 36.46 | -2.82 | 1.33 |
| Fidelity Advisor Convertible Secs T | -1.84 | --- | 7.41 | --- | --- | --- |
| Fidelity Advisor Convertible Secs Instl | -1.80 | --- | 7.57 | --- | --- | --- |
| Fidelity Advisor Convertible Secs C | -1.89 | --- | 7.24 | --- | --- | --- |
| Fidelity Advisor Convertible Secs B | -1.94 | --- | 7.25 | --- | --- | --- |
| Fidelity Advisor Convertible Secs A LW | -1.80 | --- | 7.52 | --- | --- | --- |
| Fidelity Advisor Convertible Secs A | -1.80 | --- | 7.52 | --- | --- | --- |
