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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 1052 | 1139 | 1063 | 1649 | 2325 |
Fund Return | 8.71% | 5.18% | 13.86% | 2.05% | 10.52% | 8.8% |
Place in category | 1 | 3 | 3 | 1 | 1 | 1 |
% in Category | 35 | 61 | 73 | 6 | 22 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MainStay VP Convertible Portfolio S | 946.74M | 8.50 | 1.80 | 8.53 | ||
MainStay Convertible Instl | 834.13M | 7.70 | 1.05 | 8.63 | ||
MainStay Floating Rate A | 718.08M | 6.96 | 5.80 | 4.04 | ||
MainStay Convertible A | 677.42M | 7.40 | 0.71 | 8.29 | ||
MainStay Floating Rate I | 565.12M | 7.18 | 6.06 | 4.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 10.42 | 0.77 | 8.40 | ||
Franklin Convertible Securities Adv | 1.73B | 11.81 | 0.28 | 10.55 | ||
AllianzGI Convertible Institutional | 1.12B | 9.69 | -2.28 | 9.48 | ||
Franklin Convertible Securities A | 1B | 11.55 | 0.04 | 10.27 | ||
MainStay VP Convertible Portfolio S | 946.74M | 8.50 | 1.80 | 8.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tetra Tech Inc 2.25% | - | 2.34 | - | - | |
TransMedics Group Inc. 1.5% | - | 2.29 | - | - | |
Lantheus Holdings Inc 2.625% | - | 2.22 | - | - | |
Microchip Technology Incorporated 0.125% | - | 2.04 | - | - | |
Merit Medical Systems Inc. 3% | - | 1.92 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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