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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1049 | 1123 | 1031 | 1568 | 2068 |
Fund Return | 7.48% | 4.91% | 12.31% | 1.01% | 9.41% | 7.54% |
Place in category | 52 | 54 | 67 | 19 | 43 | 33 |
% in Category | 62 | 72 | 81 | 24 | 55 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MainStay VP Convertible Portfolio S | 952.8M | 8.50 | 1.80 | 8.53 | ||
MainStay Convertible Instl | 842.43M | 7.70 | 1.05 | 8.63 | ||
MainStay VP Convertible Portfolio I | 698.67M | 8.71 | 2.05 | 8.80 | ||
MainStay Floating Rate A | 719.36M | 6.96 | 5.80 | 4.04 | ||
MainStay Convertible A | 681.44M | 7.40 | 0.71 | 8.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 10.42 | 0.77 | 8.40 | ||
Franklin Convertible Securities Adv | 1.74B | 11.81 | 0.28 | 10.55 | ||
AllianzGI Convertible Institutional | 1.14B | 9.69 | -2.28 | 9.48 | ||
Franklin Convertible Securities A | 1.01B | 11.55 | 0.04 | 10.27 | ||
MainStay VP Convertible Portfolio S | 952.8M | 8.50 | 1.80 | 8.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lantheus Holdings Inc 2.625% | - | 2.32 | - | - | |
TransMedics Group Inc. 1.5% | - | 2.29 | - | - | |
Tetra Tech Inc 2.25% | - | 2.25 | - | - | |
Microchip Technology Incorporated 0.125% | - | 2.14 | - | - | |
Merit Medical Systems Inc. 3% | - | 1.92 | - | - |
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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