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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1016 | 1092 | 926 | 1655 | 2279 |
Fund Return | 2.29% | 1.64% | 9.2% | -2.53% | 10.6% | 8.59% |
Place in category | 39 | 35 | 56 | 40 | 9 | 6 |
% in Category | 42 | 31 | 66 | 51 | 10 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AllianzGI Convertible Institutional | 1.15B | 9.69 | -2.28 | 9.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 10.42 | 0.77 | 8.40 | ||
Franklin Convertible Securities Adv | 1.75B | 11.81 | 0.28 | 10.55 | ||
AllianzGI Convertible Institutional | 1.15B | 9.69 | -2.28 | 9.48 | ||
Franklin Convertible Securities A | 1.01B | 11.55 | 0.04 | 10.27 | ||
MainStay VP Convertible Portfolio S | 958.32M | 8.50 | 1.80 | 8.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo Pref L | US9497468044 | 3.27 | 1,237.02 | -0.56% | |
Welltower OP LLC 2.75% | - | 2.28 | - | - | |
Block Inc 0.125% | - | 2.05 | - | - | |
Affirm Holdings Inc | - | 2.05 | - | - | |
PG&E Corporation 4.25% | - | 1.99 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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