HRCSX 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
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

19.37

1.59

8.94%

FIQVX

Fidelity Advisor Convertible Securities Fund: Class Z

41.02

9.46

29.97%

LOCFX

Lord Abbett Convertible Class F3

19.29

5.87

43.74%

HNCVX

Harbor Convertible Securities Fund - Retirement Class

15.01

4.12

37.83%

FCSKX

Franklin Convertible Securities Fund Class R6

25.08

3.58

16.65%

HICSX

Harbor Convertible Securities Fd Investor Class

14.96

4.11

37.88%

HACSX

Harbor Convertible Securities Fund Insti Class

15.01

4.12

37.83%

FACVX

Fidelity Advisor Convertible Securities Fund Class A

40.86

9.40

29.88%

PHIKX

Columbia Fds Srs Tr, Columbia Convertible Securities FundClass C

28.33

8.25

41.09%

WESRX

TETON Convertible Securities Fund - Class AAA

14.94

3.21

27.37%

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