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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1047 | 1222 | 933 | 1677 | 2474 |
Fund Return | 9.69% | 4.71% | 22.23% | -2.28% | 10.89% | 9.48% |
Place in category | 22 | 26 | 18 | 48 | 10 | 4 |
% in Category | 23 | 35 | 21 | 62 | 16 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AllianzGI Convertible A | 167.04M | 2.29 | -2.53 | 8.59 |
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 | ||
Franklin Convertible Securities A | 1.01B | 11.55 | 0.04 | 10.27 | ||
MainStay VP Convertible Portfolio S | 949.93M | 8.50 | 1.80 | 8.53 | ||
MainStay Convertible Instl | 836.74M | 7.70 | 1.05 | 8.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo Pref L | US9497468044 | 3.20 | 1,226.99 | +0.24% | |
Uber Technologies Inc | - | 2.32 | - | - | |
PG&E Corporation 4.25% | - | 2.24 | - | - | |
Welltower OP LLC 2.75% | - | 2.22 | - | - | |
Southern Co. 3.875% | - | 2.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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