FIQVX 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
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
FACVX Fidelity Advisor Convertible Securities Fund Class A	―	―	0.00%	2.15B
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

18.51

-0.15

-0.80%

LOCFX

Lord Abbett Convertible Class F3

19.16

2.26

13.37%

HNCVX

Harbor Convertible Securities Fund - Retirement Class

15.00

1.66

12.44%

FCSKX

Franklin Convertible Securities Fund Class R6

25.90

0.32

1.25%

HRCSX

Harbor Convertible Securities Fund Administrative Class

15.05

1.72

12.90%

HICSX

Harbor Convertible Securities Fd Investor Class

14.95

1.67

12.58%

HACSX

Harbor Convertible Securities Fund Insti Class

15.00

1.66

12.44%

FACVX

Fidelity Advisor Convertible Securities Fund Class A

41.34

1.60

4.03%

PHIKX

Columbia Fds Srs Tr, Columbia Convertible Securities FundClass C

28.26

2.78

10.91%

WESRX

TETON Convertible Securities Fund - Class AAA

15.36

0.04

0.26%

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