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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 995 | 1071 | 1003 | 1460 | 2021 |
Fund Return | 7.05% | -0.46% | 7.05% | 0.1% | 7.86% | 7.29% |
Place in category | 72 | 72 | 72 | 33 | 47 | 38 |
% in Category | 91 | 88 | 91 | 49 | 58 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MainStay VP Convertible Portfolio S | 948.95M | 2.72 | 3.49 | 8.69 | ||
MainStay Convertible Instl | 850.84M | 2.67 | 4.05 | 9.05 | ||
MainStay Floating Rate A | 727.81M | 0.70 | 6.33 | 4.34 | ||
MainStay VP Convertible Portfolio I | 694.83M | 2.75 | 3.75 | 8.97 | ||
MainStay Convertible A | 669.57M | 2.68 | 3.71 | 8.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 3.23 | 5.66 | 9.03 | ||
Franklin Convertible Securities Adv | 1.78B | 3.04 | 6.13 | 11.44 | ||
AllianzGI Convertible Institutional | 1.14B | 3.12 | 4.11 | 10.35 | ||
Franklin Convertible Securities A | 999.82M | 3.00 | 5.85 | 11.16 | ||
MainStay VP Convertible Portfolio S | 948.95M | 2.72 | 3.49 | 8.69 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NRG Energy, Inc. 2.75% | - | 2.17 | - | - | |
Tetra Tech Inc 2.25% | - | 2.02 | - | - | |
Lantheus Holdings Inc 2.625% | - | 2.00 | - | - | |
Merit Medical Systems Inc. 3% | - | 1.96 | - | - | |
Exact Sciences Corporation 1.75% | - | 1.84 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Neutral | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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