
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1081 | 1180 | 1063 | 1559 | 2393 |
Fund Return | 4% | 8.1% | 18.01% | 2.07% | 9.28% | 9.12% |
Place in category | 2 | 3 | 15 | 50 | 20 | 12 |
% in Category | 1 | 1 | 14 | 69 | 31 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Floating Rate I | 2.81B | 0.62 | 6.72 | 4.56 | ||
Lord Abbett Floating Rate A | 1.54B | 0.61 | 6.51 | 4.36 | ||
Lord Abbett Floating Rate C | 258.75M | 0.55 | 5.85 | 3.71 | ||
Lord Abbett Floating Rate F | 170.68M | 0.61 | 6.66 | 4.47 | ||
Lord Abbett Emerging Markets Curren | 103M | 7.35 | 0.13 | 1.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 3.23 | 5.66 | 9.03 | ||
Franklin Convertible Securities Adv | 1.74B | 3.04 | 6.13 | 11.44 | ||
AllianzGI Convertible Institutional | 1.1B | 3.12 | 4.11 | 10.35 | ||
Franklin Convertible Securities A | 975.02M | 3.00 | 5.85 | 11.16 | ||
MainStay VP Convertible Portfolio S | 926.1M | 2.72 | 3.49 | 8.69 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BILL Holdings Inc 0% | - | 4.15 | - | - | |
Microstrategy Incorporated 0% | - | 3.92 | - | - | |
Bank of America Corp Pl Pref | US0605056821 | 3.79 | 1,238.30 | +0.11% | |
Ringcentral Inc 0% | - | 3.65 | - | - | |
Southwest Airlines Co. 1.25% | - | 3.58 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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