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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1022 | 1155 | 1054 | 1172 | 1614 |
Fund Return | 11.56% | 2.2% | 15.46% | 1.78% | 3.23% | 4.9% |
Place in category | 16 | 28 | 21 | 28 | 15 | 4 |
% in Category | 32 | 57 | 37 | 45 | 35 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Trust/Dow Jones DividendIncom | 853.92M | 11.57 | 3.85 | 6.63 | ||
First Trust/Confluence Small Cap Vi | 18.1M | 13.37 | 0.54 | 6.11 | ||
First Trust/Confluence Small Cap Va | 1.89M | 13.13 | 0.95 | 6.11 | ||
First Confluence Small Cap Value C | 227.83K | 12.35 | 0.29 | 5.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cohen & Steers Preferred Sec & IncI | 6.1B | 10.69 | 1.48 | 4.68 | ||
Principal Preferred Securities Inst | 4.27B | 10.06 | 1.81 | 4.26 | ||
Nuveen Preferred Securities I | 3.66B | 9.96 | 2.14 | 4.72 | ||
Cohen & Steers Low Duration Pref & | 1.36B | 8.51 | 3.29 | - | ||
Principal Capital Securities S | 1.2B | 11.88 | 2.26 | 4.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America Corporation 6.13% | - | 2.62 | - | - | |
Highlands Holdings Bond Issuer Limited / Highlands Holdings Bond Co-Issuer | - | 2.12 | - | - | |
Barclays PLC 8% | - | 2.03 | - | - | |
AerCap Holdings N.V. 5.88% | - | 2.01 | - | - | |
Enbridge Inc. 6% | - | 2.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Buy |
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