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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1041 | 1139 | 1075 | 1686 | 2250 |
Fund Return | 13.91% | 4.12% | 13.91% | 2.43% | 11.02% | 8.45% |
Place in category | 12 | 15 | 12 | 4 | 4 | 16 |
% in Category | 9 | 16 | 9 | 3 | 4 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 10.06B | 8.54 | 6.78 | 4.83 | ||
Fidelity Advisor Floating Rate HiI | 2.25B | 8.51 | 6.71 | 4.78 | ||
US3157966157 | 1.49B | 14.24 | 3.87 | - | ||
Fidelity Freedom Income | 1.3B | 4.34 | 0.03 | 3.31 | ||
Fidelity Freedom Index Inc Instl P | 888.87M | 5.01 | 0.38 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Convertible Securities Adv | 1.74B | 16.16 | 2.59 | 11.06 | ||
AllianzGI Convertible Institutional | 1.15B | 14.12 | 0.21 | 9.95 | ||
Franklin Convertible Securities A | 992.81M | 15.81 | 2.34 | 10.78 | ||
MainStay VP Convertible Portfolio S | 940.27M | 8.37 | 0.83 | 8.30 | ||
MainStay Convertible Instl | 843.8M | 8.46 | 1.41 | 8.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
The Boeing Company 6% | - | 1.86 | - | - | |
Bank of America Corp Pl Pref | US0605056821 | 1.35 | 1,228.80 | -0.11% | |
Apollo Global Management Prf A | US03769M3043 | 1.27 | 88.48 | +1.00% | |
EchoStar Corp. 3.875% | - | 1.24 | - | - | |
Microstrategy Incorporated 0% | - | 1.15 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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