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Breaking News
Convertible Securities (CV) Funds, an often-ignored classification in the mixed-assets funds space, have been on a tear in 2020. Given the stingy bond yields in the market and the...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1138 | 1084 | 1214 | 1031 | 1612 | 2375 |
Fund Return | 13.79% | 8.44% | 21.4% | 1.03% | 10.03% | 9.04% |
Place in category | 55 | 55 | 48 | 47 | 38 | 12 |
% in Category | 62 | 59 | 54 | 70 | 47 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Convertible Securities Z | 652.41M | 14.07 | 1.29 | 9.31 | ||
Columbia Floating Rate Z | 331.34M | 7.72 | 5.80 | 4.32 | ||
Columbia Floating Rate A | 192.41M | 7.47 | 5.53 | 4.07 | ||
Columbia Convertible Securities Fu5 | 160.08M | 14.08 | 1.34 | 9.39 | ||
Columbia Floating Rate Fund Class 5 | 139.59M | 1.45 | 4.53 | 3.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 19.71 | 4.44 | 8.99 | ||
Franklin Convertible Securities Adv | 1.74B | 20.10 | 3.87 | 11.23 | ||
AllianzGI Convertible Institutional | 1.16B | 19.74 | 1.83 | 10.34 | ||
Franklin Convertible Securities A | 1B | 19.77 | 3.61 | 10.95 | ||
MainStay VP Convertible Portfolio S | 923.82M | 7.68 | 0.51 | 8.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A | - | 2.19 | - | - | |
BILL Holdings Inc 0% | - | 2.08 | - | - | |
Bank of America Corp Pl Pref | US0605056821 | 2.05 | 1,215.00 | -0.39% | |
Nextera Energy Unt | US65339F6631 | 1.89 | 48.57 | -0.53% | |
Welltower OP LLC 3.125% | - | 1.84 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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