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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1056 | 1140 | 1103 | 1536 | 2454 |
Fund Return | 3.12% | 5.57% | 13.96% | 3.33% | 8.97% | 9.39% |
Place in category | 28 | 39 | 52 | 31 | 31 | 10 |
% in Category | 28 | 37 | 63 | 46 | 41 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Floating Rate Z | 343.06M | 0.71 | 5.94 | 4.55 | ||
Columbia Convertible Securities A | 270.16M | 13.79 | 1.03 | 9.04 | ||
Columbia Floating Rate A | 188.01M | 7.47 | 5.53 | 4.07 | ||
Columbia Convertible Securities Fu5 | 156.37M | 14.08 | 1.34 | 9.39 | ||
Columbia Floating Rate Fund Class 5 | 153.16M | 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 | 1.74B | 3.04 | 6.13 | 11.44 | ||
AllianzGI Convertible Institutional | 1.1B | 3.12 | 4.11 | 10.35 | ||
Franklin Convertible Securities A | 975.02M | 3.00 | 5.85 | 11.16 | ||
MainStay VP Convertible Portfolio S | 925.51M | 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 | US0970232049 | 2.36 | - | - | |
Bank of America Corp Pl Pref | US0605056821 | 2.02 | 1,248.99 | +0.32% | |
Lumentum Holdings Inc. 0.5% | - | 1.94 | - | - | |
Microstrategy Incorporated 0% | - | 1.84 | - | - | |
Welltower OP LLC 3.125% | - | 1.76 | - | - |
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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