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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 969 | 1107 | 1071 | 1550 | 2295 |
Fund Return | 0.69% | -3.08% | 10.73% | 2.31% | 9.16% | 8.66% |
Place in category | 42 | 37 | 51 | 40 | 25 | 10 |
% in Category | 55 | 49 | 63 | 60 | 39 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Floating Rate Z | 340.88M | 0.73 | 6.17 | 4.38 | ||
Columbia Convertible Securities A | 260.44M | 0.64 | 2.04 | 8.39 | ||
Columbia Floating Rate A | 183.54M | 7.47 | 5.53 | 4.07 | ||
Columbia Floating Rate Fund Class 5 | 139.65M | 0.72 | 5.98 | 4.59 | ||
Columbia Convertible Securities Fu5 | 151.11M | 0.73 | 2.35 | 8.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 0.09 | 4.35 | 8.17 | ||
Franklin Convertible Securities Adv | 1.7B | 1.39 | 5.77 | 10.77 | ||
AllianzGI Convertible Institutional | 1.04B | 0.17 | 3.13 | 9.55 | ||
Franklin Convertible Securities A | 938.75M | 1.35 | 5.51 | 10.49 | ||
MainStay VP Convertible Portfolio S | 893.29M | 0.87 | 2.91 | 8.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MicroStrategy Incorporated 0% | - | 2.83 | - | - | |
Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A | US0970232049 | 2.80 | - | - | |
NextEra Energy Inc Unit (Corporate Units 01/11/2029) | US65339F1194 | 2.33 | - | - | |
Lumentum Holdings Inc. 0.5% | - | 1.91 | - | - | |
Live Nation Entertainment, Inc. 2.875% | - | 1.83 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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