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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1201 | 1120 | 1262 | 1121 | 1784 | 2900 |
Fund Return | 20.1% | 11.95% | 26.21% | 3.87% | 12.27% | 11.23% |
Place in category | 3 | 15 | 3 | 9 | 6 | 2 |
% in Category | 3 | 14 | 3 | 10 | 6 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Convertible Securities A | 957.14M | 19.77 | 3.61 | 10.95 | ||
Franklin Floating Rate Daily AccesA | 967.53M | 8.00 | 7.16 | 3.78 | ||
Franklin K2 Alternative Strategies | 362.56M | 10.74 | 1.70 | 2.85 | ||
Franklin Floating Rate Daily Access | 278.93M | 8.10 | 7.42 | 4.04 | ||
Franklin K2 Alternative StrategiesR | 132.59M | 10.73 | 1.73 | 2.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 19.71 | 4.44 | 8.99 | ||
AllianzGI Convertible Institutional | 1.14B | 19.74 | 1.83 | 10.34 | ||
Franklin Convertible Securities A | 957.14M | 19.77 | 3.61 | 10.95 | ||
MainStay VP Convertible Portfolio S | 928.26M | 7.68 | 0.51 | 8.27 | ||
MainStay Convertible Instl | 815.3M | 12.15 | 3.13 | 9.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Peloton Interactive Inc 5.5% | - | 2.78 | - | - | |
Apollo Global Management Prf A | US03769M3043 | 2.52 | 91.78 | +1.39% | |
Axon Enterprise Inc 0.5% | - | 2.39 | - | - | |
Welltower OP LLC 3.125% | - | 2.26 | - | - | |
Alibaba Group Holding Ltd. 0.5% | - | 2.26 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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