CNSDX

About CNSDX

Invesco Convertible Securities Fund Class Y is a mutual fund that primarily invests in convertible securities, aiming to achieve a total return through both capital growth and current income. The fund allocates at least 80% of its net assets to convertible instruments, which blend characteristics of both equity and fixed income, such as convertible bonds and preferred stock. This hybrid focus provides portfolio diversification and the potential for upside equity participation while also offering some downside risk mitigation typical of bonds. Managed by a dedicated team, the fund holds positions in a variety of issuers across sectors, including notable names like Coinbase Global, Uber Technologies, and NextEra Energy Capital Holdings. Established in 1997, the fund has a longstanding presence in the market, serving investors seeking exposure to the unique risk-return profile of convertibles. With an emphasis on balanced convertibles, it targets opportunities that can benefit from equity movements while retaining fixed-income attributes—making it significant for investors looking to diversify beyond traditional stock and bond allocations within their portfolios.