FACVX Similar Mutual Funds

Name	Price	Price Target	Expense Ratio	Asset Under Management
SBFMX Victory INCORE Investment Grade Convertibles Fund Member Class	―	―	1.10%	261.40M
FIQVX Fidelity Advisor Convertible Securities Fund: Class Z	―	―	0.55%	2.15B
LOCFX Lord Abbett Convertible Class F3	―	―	0.82%	655.41M
HNCVX Harbor Convertible Securities Fund - Retirement Class	―	―	0.63%	40.48M
FCSKX Franklin Convertible Securities Fund Class R6	―	―	0.51%	3.04B
HRCSX Harbor Convertible Securities Fund Administrative Class	―	―	0.96%	40.48M
HICSX Harbor Convertible Securities Fd Investor Class	―	―	1.06%	40.48M
HACSX Harbor Convertible Securities Fund Insti Class	―	―	0.71%	40.48M
PHIKX Columbia Fds Srs Tr, Columbia Convertible Securities FundClass C	―	―	1.83%	1.58B
WESRX TETON Convertible Securities Fund - Class AAA	―	―	1.16%	13.42M

Performance Comparison

SBFMX

Victory INCORE Investment Grade Convertibles Fund Member Class

19.73

1.08

5.79%

FIQVX

Fidelity Advisor Convertible Securities Fund: Class Z

42.35

5.35

14.46%

LOCFX

Lord Abbett Convertible Class F3

19.62

3.82

24.18%

HNCVX

Harbor Convertible Securities Fund - Retirement Class

15.51

3.01

24.08%

FCSKX

Franklin Convertible Securities Fund Class R6

26.56

2.29

9.44%

HRCSX

Harbor Convertible Securities Fund Administrative Class

15.05

2.57

20.59%

HICSX

Harbor Convertible Securities Fd Investor Class

15.45

3.00

24.10%

HACSX

Harbor Convertible Securities Fund Insti Class

15.50

3.00

24.00%

PHIKX

Columbia Fds Srs Tr, Columbia Convertible Securities FundClass C

29.41

5.85

24.83%

WESRX

TETON Convertible Securities Fund - Class AAA

15.73

1.89

13.66%

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