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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1053 | 1081 | 1025 | 1136 | 1308 |
Fund Return | 5.27% | 5.27% | 8.14% | 0.83% | 2.57% | 2.72% |
Place in category | 46 | 46 | 76 | 94 | 70 | 23 |
% in Category | 30 | 30 | 60 | 79 | 72 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Convertible Securities Adv | 1.74B | 11.81 | 0.28 | 10.55 | ||
Franklin Convertible Securities A | 1.01B | 11.55 | 0.04 | 10.27 | ||
Franklin Floating Rate Daily AccesA | 963.59M | 6.73 | 6.53 | 3.70 | ||
Franklin K2 Alternative Strategies | 372.44M | 9.28 | 1.02 | 2.97 | ||
Franklin Floating Rate Daily Access | 277.77M | 6.20 | 6.73 | 3.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Blackstone Alternative Multi StratI | 2.72B | 5.88 | 2.75 | 3.00 | ||
Goldman Sachs Absolute Ret Trckr In | 2.59B | 6.05 | 3.31 | 3.96 | ||
Aspiriant Defensive Allocation | 1.04B | 6.01 | 2.52 | - | ||
Blackstone Alternative Multi StratY | 978.95M | 6.02 | 2.85 | - | ||
Goldman Sachs Absolute Return Traci | 731.68M | 5.93 | 3.19 | 3.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
K2 HOLDINGS INVESTMENT CORPORATION-GRAHAM | - | 3.77 | - | - | |
K2 Holdings Investment Corporation - Cfm | - | 3.71 | - | - | |
United States Treasury Notes 4.5% | - | 1.00 | - | - | |
Energy HBR Corp | US29279N1028 | 0.68 | - | - | |
K2 Holdings Investment Corporation - Cfm | - | 0.63 | - | - |
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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