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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1189 | 1116 | 1249 | 1087 | 1696 | 2623 |
Fund Return | 18.94% | 11.65% | 24.92% | 2.82% | 11.14% | 10.12% |
Place in category | 13 | 19 | 15 | 19 | 13 | 5 |
% in Category | 12 | 19 | 15 | 26 | 20 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Convertible Securities Adv | 1.77B | 16.16 | 2.59 | 11.06 | ||
Franklin Convertible Securities A | 997.6M | 15.81 | 2.34 | 10.78 | ||
Franklin Floating Rate Daily AccesA | 982.36M | 8.15 | 6.85 | 3.91 | ||
Franklin K2 Alternative Strategies | 366.26M | 11.61 | 1.89 | 2.96 | ||
Franklin Floating Rate Daily Access | 289.04M | 8.10 | 7.42 | 4.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 13.91 | 2.43 | 8.45 | ||
Franklin Convertible Securities Adv | 1.77B | 16.16 | 2.59 | 11.06 | ||
AllianzGI Convertible Institutional | 1.14B | 14.12 | 0.21 | 9.95 | ||
Franklin Convertible Securities A | 997.6M | 15.81 | 2.34 | 10.78 | ||
MainStay VP Convertible Portfolio S | 944.97M | 8.37 | 0.83 | 8.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Peloton Interactive Inc 5.5% | - | 2.78 | - | - | |
Apollo Global Management Prf A | US03769M3043 | 2.52 | 89.08 | -0.42% | |
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 | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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