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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1051 | 1115 | 1104 | 1107 | 1188 |
Fund Return | 7.06% | 5.09% | 11.51% | 3.36% | 2.05% | 1.73% |
Place in category | 2 | 5 | 29 | 45 | 129 | 75 |
% in Category | 1 | 4 | 23 | 33 | 98 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FISCH Bond EM Corp Defensive BD | 245.45M | 2.15 | 1.50 | 2.02 | ||
FISCH Bond EM Corp Defensive AD | 245.45M | 2.06 | 0.86 | 1.37 | ||
FISCH CB Glbl Defensive Fund BD | 65.25M | 2.94 | 2.12 | 2.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS Bond S Convert Global EUR USD b | 4.25B | 2.03 | 3.72 | 7.21 | ||
UBS Bond S Convert Global EUR USD p | 4.25B | 1.62 | 1.97 | 4.97 | ||
UBS Bond S Convert Global EUR USD q | 4.25B | 1.77 | 2.89 | 5.92 | ||
Selection Fund Global Convertible a | 917.32M | 2.44 | 0.53 | 2.70 | ||
Selection Fund Global Convertible B | 917.32M | 2.59 | 0.83 | 3.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alibaba Group Holding Ltd. 0.5% | - | 7.12 | - | - | |
Southern Co. 3.875% | - | 6.57 | - | - | |
Duke Energy Corp 4.125% | - | 6.45 | - | - | |
Uber Technologies Inc 0.875% | - | 5.28 | - | - | |
Global Payments Inc 1.5% | - | 4.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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