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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1009 | 1100 | 1100 | 1176 | 1596 |
Fund Return | 1.44% | 0.9% | 9.97% | 3.22% | 3.29% | 4.79% |
Place in category | 46 | 45 | 16 | 32 | 17 | 4 |
% in Category | 63 | 43 | 22 | 50 | 38 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Trust/Dow Jones DividendIncom | 840.07M | 2.50 | 3.82 | 6.09 | ||
First Trust/Confluence Small Cap Vi | 17.91M | 2.82 | -0.76 | 5.74 | ||
First Trust/Confluence Small Cap Va | 1.66M | 2.83 | -0.35 | 5.76 | ||
First Confluence Small Cap Value C | 214.92K | 2.76 | -1.00 | 4.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cohen & Steers Preferred Sec & IncI | 6.12B | 1.74 | 3.21 | 4.55 | ||
Principal Preferred Securities Inst | 4.19B | 1.58 | 3.53 | 4.18 | ||
Nuveen Preferred Securities I | 3.74B | 2.14 | 3.65 | 4.74 | ||
Cohen & Steers Low Duration Pref & | 1.43B | 1.49 | 4.52 | - | ||
Principal Capital Securities S | 1.18B | 1.62 | 4.14 | 4.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America Corp. 6.125% | - | 2.57 | - | - | |
Wells Fargo Pref L | US9497468044 | 2.05 | 1,199.01 | -0.37% | |
Barclays PLC 8% | - | 1.77 | - | - | |
JPMorgan Chase & Co. 6.875% | - | 1.74 | - | - | |
Energy Transfer LP 7.125% | - | 1.69 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Neutral |
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