Investment Grade Convertible Bond Funds

The ICE BofA Investment Grade U.S. Convertible Index (VXA1) is a market-capitalization-weighted index of domestic corporate convertible securities. Bonds and preferred stocks must be convertible only to common stock, ADRs or cash equivalent and have a market value of at least $50 million.

https://investor.vcm.com/products/mutual-funds/mutual-funds-list/victory-incore-investment-grade-convertible-fund

The Fund seeks total return through a combination of capital appreciation and high current income. Invests in a diversified portfolio of domestic convertible securities and high yield bonds rated below investment grade .Seeks to invest at least 50% of the portfolio in convertibles, but determines the allocation based on changes in equity prices, changes in interest rates, and ...

https://www.virtus.com/products/virtus-allianzgi-convertible-income-fund

John Hancock Investment Grade Bond Fund Dividend policy Active Price as of: JAN 14, 05:00 market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in investment - grade bonds (securities rated from AAA to BBB). Convertible Bonds 1.60%: 0.00%: 12.06%: 42.29%: Preferred Stocks 0.53%: 0

https://www.dividend.com/funds/tausx-jhancock-investment-grade-bond-a/

Investment grade bonds : past their prime? Aug 25, 2021. Justin Christofel, CFA. Michael Fredericks. As yields trended lower over the last decade, investment grade bonds have offered investors reasonable yield of approximately 3%, relatively low risk of principal loss, and attractive total returns of just over 5% annualized.

https://www.blackrock.com/us/individual/insights/investment-grade-credit

BlueBay Funds . Prospectus . October 2020 . Investment Fund under Luxembourg Law Société d’Investissement à Capital Variable. THE PROSPECTUS MAY ONLY BE DISTRIBUTED OUTSIDE THE UNITED STATES TO PERSONS THAT ARE NOT U.S.

https://funds360.euronext.com/opcvm/fiche/bluebay-global-investment-grade-convertible-bond-fund-i-eur-aidiv/download-document/id/7265745638676e43426a4848693330444e6c3236634546562f434f3774726a57782b524b4a66644c5651303d

3 Original fund name: Credit Suisse (Lux) Global Convertible Investment Grade Bond Fund New fund name: Credit Suisse (Lux) AgaNola Global Convertible Bond Fund Share class ISIN Valor no. Management fee p.a. in % old / new Expected TER B USD LU0458985982 / 10670988 1.20% / 1.20% 1.38% IB USD* LU1515062245 / 34491659 N/A / 0.80% 0.97% UB USD ...

https://www.credit-suisse.com/pwp/am/downloads/general/merger_con_ig_bf_november.pdf

This synthetic Convertible Bond fund offers a differentiated and complementary approach to traditional Convertible Bond funds thanks to: Firstly, an exposure to European large cap equities through options on the EURO STOXX 50 Index. Moreover, an exposure to Investment grade bonds through the iBoxx Euro Corporates Overall Performance Index.

https://theamquant.bnpparibas-am.com/funds-pages/theam-quant-convertible-europe-investment-grade/

First, let’s look at the iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSE: LQD). This investment - grade bond fund holds mostly A or BBB rated corporate bonds , with 10% to 15% in higher-rated AA or AAA bonds . It’s currently yielding 3.41%, with a total year-to-date return of 2.03%.

https://investmentu.com/junk-bonds-avoid-funds/

This Subfund aims to outperform the return of the Refinitiv Global Convertible Bond Investment Grade Index benchmark. The Subfund is actively managed. The benchmark has been selected because it is representative of the invest ment universe of the Subfund and it is therefore an appropriate performance comparator. The majority of the Subfund’s

https://markets.ft.com/data/funds/tearsheet/summary?s=LU1875412121:USD

The Potential Limitations of Investment - grade Convertibles. Finally, the guide comments on the exclusive use of investment - grade convertibles, whose equity sensitivity can be higher than the broader convertible universe—thereby lacking the intended level of risk mitigation. Performance can suffer when rates rise, as shown below.

https://www.calamos.com/blogs/investment-ideas/more-on-convertibles-and-rising-interest-rates/