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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1072 | 1187 | 1117 | 1633 | 2598 |
Fund Return | 3.09% | 7.2% | 18.72% | 3.76% | 10.3% | 10.02% |
Place in category | 32 | 19 | 8 | 22 | 11 | 6 |
% in Category | 34 | 14 | 9 | 28 | 13 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AllianzGI Convertible Institutional | 970.24M | -3.30 | 1.34 | 9.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Convertible Securities Adv | 1.56B | -2.68 | 4.31 | 10.46 | ||
Fidelity Convertible Securities | 1.49B | -3.70 | 2.34 | 7.92 | ||
AllianzGI Convertible Institutional | 970.24M | -3.30 | 1.34 | 9.19 | ||
Franklin Convertible Securities A | 886.82M | -2.74 | 4.05 | 10.18 | ||
MainStay VP Convertible Portfolio S | 854.72M | -1.83 | 1.30 | 7.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo Pref L | US9497468044 | 2.92 | 1,150.00 | +0.35% | |
Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A | US0970232049 | 2.50 | - | - | |
PG&E Corporation 4.25% | - | 2.39 | - | - | |
Live Nation Entertainment, Inc. 2.875% | - | 2.14 | - | - | |
Welltower OP LLC 3.125% | - | 1.79 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Sell |
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