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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.65% -13.10% -- 82257.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 81.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide high current income by investing in high-yielding convertible securities. The Fund will also seek to augment current income by investing in nonconvertible high-yielding, lower -rated or non-rated debt securities.
General
Security Type Closed-End Fund
Equity Style Small Cap Value
Broad Asset Class Allocation
Broad Category Fixed Income
Global Peer Group Bond Convertibles US
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 High Income Securities Fund
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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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
5.47%
4.17%
8.29%
11.75%
-15.46%
10.48%
13.83%
2.82%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
15.71%
-6.99%
44.13%
45.84%
23.59%
-36.03%
26.08%
15.40%
27.71%
-3.99%
50.45%
29.97%
-0.25%
-33.67%
5.54%
19.75%
28.90%
-3.67%
47.13%
31.84%
-0.73%
-31.61%
7.98%
27.43%
26.34%
-13.36%
36.53%
17.74%
29.95%
-34.42%
18.07%
16.30%
17.16%
As of December 18, 2025.

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 8.45%
Stock 52.58%
Bond 31.55%
Convertible 0.00%
Preferred 5.10%
Other 2.31%
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Basic Info

Investment Strategy
The Fund seeks to provide high current income by investing in high-yielding convertible securities. The Fund will also seek to augment current income by investing in nonconvertible high-yielding, lower -rated or non-rated debt securities.
General
Security Type Closed-End Fund
Equity Style Small Cap Value
Broad Asset Class Allocation
Broad Category Fixed Income
Global Peer Group Bond Convertibles US
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 High Income Securities Fund
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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