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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1141 | 1085 | 1217 | 1041 | 1637 | 2453 |
Fund Return | 14.08% | 8.53% | 21.75% | 1.34% | 10.36% | 9.39% |
Place in category | 52 | 52 | 44 | 41 | 27 | 8 |
% in Category | 59 | 56 | 43 | 55 | 36 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Convertible Securities Z | 621.58M | 3.12 | 3.33 | 9.39 | ||
Columbia Floating Rate Z | 343.03M | 0.71 | 5.94 | 4.55 | ||
Columbia Convertible Securities A | 268.46M | 13.79 | 1.03 | 9.04 | ||
Columbia Floating Rate A | 187.88M | 7.47 | 5.53 | 4.07 | ||
Columbia Floating Rate Fund Class 5 | 153.44M | 0.72 | 5.98 | 4.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 3.23 | 5.66 | 9.03 | ||
Franklin Convertible Securities Adv | 1.73B | 3.04 | 6.13 | 11.44 | ||
AllianzGI Convertible Institutional | 1.1B | 3.12 | 4.11 | 10.35 | ||
Franklin Convertible Securities A | 970.45M | 3.00 | 5.85 | 11.16 | ||
MainStay VP Convertible Portfolio S | 921.67M | 2.72 | 3.49 | 8.69 |
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 | 1,245.00 | +0.58% | |
Nextera Energy Unt | US65339F6631 | 1.89 | 48.72 | -0.16% | |
Welltower OP LLC 3.125% | - | 1.84 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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