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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1039 | 1139 | 938 | 1559 | 2282 |
Fund Return | 13.91% | 3.87% | 13.91% | -2.12% | 9.29% | 8.6% |
Place in category | 11 | 25 | 11 | 61 | 19 | 14 |
% in Category | 8 | 22 | 8 | 91 | 28 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Floating Rate I | 2.69B | 9.01 | 6.57 | 4.52 | ||
Lord Abbett Floating Rate A | 1.53B | 8.79 | 6.35 | 4.31 | ||
Lord Abbett Floating Rate C | 262.77M | 8.13 | 5.69 | 3.66 | ||
Lord Abbett Floating Rate F | 174.83M | 9.03 | 6.46 | 4.41 | ||
Lord Abbett Emerging Markets Curren | 101.33M | 7.35 | 0.13 | 1.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 13.91 | 2.43 | 8.45 | ||
Franklin Convertible Securities Adv | 1.75B | 16.16 | 2.59 | 11.06 | ||
AllianzGI Convertible Institutional | 1.15B | 14.12 | 0.21 | 9.95 | ||
Franklin Convertible Securities A | 992.81M | 15.81 | 2.34 | 10.78 | ||
MainStay VP Convertible Portfolio S | 944.8M | 8.37 | 0.83 | 8.30 |
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 | 1,228.80 | -0.11% | |
Ringcentral Inc 0% | - | 3.65 | - | - | |
Southwest Airlines Co. 1.25% | - | 3.58 | - | - |
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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