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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1001 | 952 | 1136 | 1136 | 1740 | 2193 |
Fund Return | 0.09% | -4.76% | 13.55% | 4.35% | 11.72% | 8.17% |
Place in category | 68 | 71 | 17 | 6 | 4 | 17 |
% in Category | 86 | 91 | 15 | 6 | 4 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 10.8B | 0.72 | 7.13 | 4.71 | ||
Fidelity Advisor Floating Rate HiI | 2.49B | 0.72 | 7.10 | 4.66 | ||
US3157966157 | 1.62B | 3.14 | 7.51 | - | ||
Fidelity Freedom Income | 1.3B | 2.66 | 1.89 | 3.40 | ||
Fidelity China Region | 934.53M | 5.89 | 2.36 | 6.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Convertible Securities Adv | 1.7B | 1.39 | 5.77 | 10.77 | ||
AllianzGI Convertible Institutional | 1.05B | 0.17 | 3.13 | 9.55 | ||
Franklin Convertible Securities A | 944.32M | 1.35 | 5.51 | 10.49 | ||
MainStay VP Convertible Portfolio S | 910.47M | 0.87 | 2.91 | 8.05 | ||
MainStay Convertible Instl | 802.95M | 0.91 | 3.50 | 8.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A | US0970232049 | 2.56 | - | - | |
Bank of America Corp Pl Pref | US0605056821 | 1.36 | 1,232.00 | -0.08% | |
DHT Holdings Inc | MHY2065G1219 | 1.21 | 10.870 | -0.28% | |
Apollo Global Management Prf A | US03769M3043 | 1.19 | 78.88 | -0.39% | |
MicroStrategy Incorporated 0% | - | 1.08 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Buy | Sell | Buy |
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