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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1065 | 1181 | 1180 | 1724 | 2374 |
Fund Return | 3.23% | 6.49% | 18.13% | 5.66% | 11.51% | 9.03% |
Place in category | 19 | 26 | 10 | 5 | 2 | 15 |
% in Category | 17 | 21 | 10 | 5 | 1 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 10.57B | 0.60 | 6.91 | 4.87 | ||
Fidelity Advisor Floating Rate HiI | 2.39B | 0.60 | 6.87 | 4.82 | ||
US3157966157 | 1.57B | 3.07 | 6.53 | - | ||
Fidelity Freedom Income | 1.3B | 1.33 | 1.05 | 3.38 | ||
Fidelity China Region | 892.92M | 1.85 | -1.23 | 6.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | 926.1M | 2.72 | 3.49 | 8.69 | ||
MainStay Convertible Instl | 833.71M | 2.67 | 4.05 | 9.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A | US0970232049 | 2.70 | - | - | |
Bank of America Corp Pl Pref | US0605056821 | 1.40 | 1,238.30 | +0.11% | |
Apollo Global Management Prf A | US03769M3043 | 1.28 | 79.31 | -3.91% | |
EchoStar Corp. 3.875% | - | 1.25 | - | - | |
Microstrategy Incorporated 0% | - | 1.03 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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