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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.65% 0.23% 27.52M 414.27
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 25.58M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide a total return, from income and appreciation. Under normal market conditions, the Fund invest at least 80% of its net assets in U.S. convertible securities and US Dollar-denominated convertible securities issued by foreign-domiciled companies that are traded on US exchanges.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Fixed Income
Global Peer Group Bond Convertibles Global
Peer Group Convertible Securities Funds
Global Macro Bond Other
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Convertible Securities Funds
Fund Owner Firm Name Advent Capital
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
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8.94%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.96%
-2.28%
22.30%
51.02%
4.10%
-20.86%
7.12%
11.92%
21.64%
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13.25%
32.00%
-1.96%
22.38%
53.39%
2.17%
-20.81%
14.49%
10.06%
18.44%
-0.32%
21.76%
61.01%
-0.51%
-20.66%
15.34%
10.62%
19.75%
As of December 24, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.08%
Stock 0.00%
Bond 88.26%
Convertible 0.00%
Preferred 9.27%
Other 0.39%
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Basic Info

Investment Strategy
The Fund seeks to provide a total return, from income and appreciation. Under normal market conditions, the Fund invest at least 80% of its net assets in U.S. convertible securities and US Dollar-denominated convertible securities issued by foreign-domiciled companies that are traded on US exchanges.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Fixed Income
Global Peer Group Bond Convertibles Global
Peer Group Convertible Securities Funds
Global Macro Bond Other
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Convertible Securities Funds
Fund Owner Firm Name Advent Capital
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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