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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 980 | 1136 | 1048 | 1530 | 2249 |
Fund Return | 1.76% | -2.03% | 13.6% | 1.58% | 8.88% | 8.44% |
Place in category | 5 | 14 | 16 | 50 | 34 | 11 |
% in Category | 4 | 20 | 14 | 69 | 47 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Floating Rate I | 2.75B | 0.82 | 6.99 | 4.43 | ||
Lord Abbett Floating Rate A | 1.52B | 0.79 | 6.77 | 4.21 | ||
Lord Abbett Floating Rate C | 247.6M | 0.55 | 5.85 | 3.71 | ||
Lord Abbett Floating Rate F | 166.38M | 0.61 | 6.66 | 4.47 | ||
Lord Abbett Emerging Markets Curren | 102.41M | 7.35 | 0.13 | 1.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 0.09 | 4.35 | 8.17 | ||
Franklin Convertible Securities Adv | 1.7B | 1.39 | 5.77 | 10.77 | ||
AllianzGI Convertible Institutional | 1.04B | 0.17 | 3.13 | 9.55 | ||
Franklin Convertible Securities A | 938.75M | 1.35 | 5.51 | 10.49 | ||
MainStay VP Convertible Portfolio S | 893.29M | 0.87 | 2.91 | 8.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ringcentral Inc 0% | - | 4.18 | - | - | |
Bank of America Corp Pl Pref | US0605056821 | 3.80 | 1,223.92 | -0.09% | |
MicroStrategy Incorporated 0% | - | 3.68 | - | - | |
Shopify Inc 0.13% | - | 3.59 | - | - | |
Southwest Airlines Co. 1.25% | - | 3.59 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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