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  • Mutual Fund to ETF Converter
  • Dunham Appreciation & Income N
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DNAIX - Dunham Appreciation & Income N

  • Fund Family Name: Dunham Funds
  • Expense Ratio: 1.90%
  • ETFdb.com Category: Preferred Stock/Convertible Bonds
  • Benchmark Index Name: BofA Merrill Lynch Convertible ex Mandatory Index
  • Benchmark Index Description: The index measures the performance of convertible securities of all corporate sectors with a par amount of $25 million or more and a maturity of at least one year and excludes preferred equity redemption stocks and converted securities.
Learn more about DNAIX at MutualFunds.com

ETF Alternatives To This Mutual Fund

In the tables below, ETFdb.com presents recommended exchange traded fund (ETF) alternatives to the mutual fund DNAIX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to DNAIX: The mutual fund DNAIX has been benchmarked by Dunham Funds against an index, BofA Merrill Lynch Convertible ex Mandatory Index, in its fund prospectus. The ETF alternatives to DNAIX listed below consist of (1) ETFs which track BofA Merrill Lynch Convertible ex Mandatory Index, and (2) ETFs which track other indexes in the same ETFdb.com Category as BofA Merrill Lynch Convertible ex Mandatory Index.

ETFs Linked To BofA Merrill Lynch Convertible ex Mandatory Index

There are no ETFs linked to BofA Merrill Lynch Convertible ex Mandatory Index.

Preferred Stock/Convertible Bonds ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as BofA Merrill Lynch Convertible ex Mandatory Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
PGX Invesco Preferred ETF $3,822,330 -0.20% 0.50%
PGF Invesco Financial Preferred ETF $691,892 -0.26% 0.55%
PFF iShares Preferred & Income Securities ETF $13,667,200 2.98% 0.45%
CWB State Street SPDR Bloomberg Convertible Securities ETF $6,436,110 23.71% 0.40%
PSK State Street SPDR ICE Preferred Securities ETF $710,520 -0.29% 0.45%
CVRT Calamos Convertible Equity Alternative ETF $29,277 40.89% 0.69%
KNOW Fundamentals First ETF $6,683 12.51% 1.07%
PFXF VanEck Preferred Securities ex Financials ETF $2,533,620 8.58% 0.40%
SPFF Global X SuperIncome Preferred ETF $144,327 6.93% 0.48%
FPE First Trust Preferred Securities & Income ETF $6,326,980 0.95% 0.83%
VRP Invesco Variable Rate Preferred ETF $2,932,750 2.18% 0.50%
ICVT iShares Convertible Bond ETF $7,226,460 25.39% 0.20%
FCVT First Trust SSI Strategic Convertible Securities ETF $121,439 26.01% 0.95%
EPRF Innovator S&P Investment Grade Preferred ETF $70,477 -2.17% 0.47%
PFFR InfraCap REIT Preferred ETF $116,934 1.07% 0.45%
PREF Principal Spectrum Preferred Secs Active ETF $1,719,780 1.66% 0.55%
FPEI First Trust Institutional Preferred Securities & Income ETF $1,882,440 1.60% 0.85%
PFFD Global X U.S. Preferred ETF $2,160,190 2.60% 0.23%
PFFA Virtus InfraCap U.S. Preferred Stock ETF $2,404,250 3.39% 2.11%
PFLD AAM Low Duration Preferred and Income Securities ETF $423,014 2.57% 0.45%
PFFV Global X Variable Rate Preferred ETF $304,449 2.82% 0.25%
FPFD Fidelity Preferred Securities & Income ETF $82,810 0.76% 0.59%
JHPI John Hancock Preferred Income ETF $202,591 1.93% 0.54%
JHPI John Hancock Preferred Income ETF $202,591 1.93% 0.54%
ACVT Advent Convertible Bond ETF $32,376 5.47% 0.65%
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