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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1025 | 1089 | 1175 | 1253 | 1490 |
Fund Return | 7.47% | 2.48% | 8.92% | 5.53% | 4.62% | 4.07% |
Place in category | 148 | 58 | 168 | 140 | 126 | 71 |
% in Category | 74 | 34 | 82 | 70 | 63 | 45 |
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 Convertible Securities A | 277.87M | 13.79 | 1.03 | 9.04 | ||
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 Floating Rate High Income | 9.83B | 8.18 | 6.88 | 4.64 | ||
Eaton Vance Floating-Rate AdvantagI | 4.15B | 8.21 | 6.57 | 5.01 | ||
T. Rowe Price Instl Floating Rate | 3.98B | 8.55 | 6.93 | 4.83 | ||
Eaton Vance Floating Rate I | 3.06B | 7.52 | 5.84 | 4.39 | ||
Lord Abbett Floating Rate I | 2.61B | 8.44 | 6.66 | 4.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cloud Software Group Tlb 4.0 | - | 0.73 | - | - | |
Mcafee Corp Tlb1 3.25 | - | 0.68 | - | - | |
CDK GLOBAL TLB 3.25 | - | 0.66 | - | - | |
Whatabrands Llc Tlb 2.75 | - | 0.64 | - | - | |
SCIENTIFIC GAMES TLB 3.0 | - | 0.62 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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