Hi Old_Joe. He are the funds held in my hybrid income sleeve. You might Xray each one of these to see if there is something there to your liking. The funds are APIUX, AZNAX, BAICX, DIFAX, FBLAX, FISCX, FKINX, FRINX, ISFAX, JNBAX & PMAIX. A fund I plan to add is CPXAX (a perferred securities fund) when interest rates again climb. I'm thinking that you had indicated that you had accounts with a major brokerage house (Edward Jones). You might wish to check with your advisor for a list of convertible securities funds that can be held in firm name. The center your research around these funds. I usually center my portfolio around holding A share funds since the have nav exchange benefits to other A share funds within their family of funds. I'm thinking you've got a bunch of American Funds but A/F does not have a convertible fund. I feel like both the Columbia fund PACIX and Lord Abbett fund (LACFX) can both be held at Edward Jones. I sure there are a few others.
April 2019