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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1026 | 1097 | 1183 | 1258 | 1507 |
Fund Return | 7.99% | 2.59% | 9.74% | 5.77% | 4.7% | 4.19% |
Place in category | 82 | 36 | 91 | 120 | 118 | 55 |
% in Category | 43 | 22 | 50 | 61 | 61 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Transamerica Floating Rate Fund Cl2 | 149.67M | 8.12 | 5.80 | 4.29 | ||
ClearTrack Retirement Income R1 | 38.18M | 9.60 | 1.78 | - | ||
Transamerica Floating Rate Fund Cla | 14.03M | 7.76 | 5.45 | 3.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Floating Rate High Income | 9.83B | 8.18 | 6.88 | 4.64 | ||
Eaton Vance Floating-Rate AdvantagI | 4.15B | 8.21 | 6.57 | 5.01 | ||
T. Rowe Price Instl Floating Rate | 3.98B | 8.55 | 6.93 | 4.83 | ||
Eaton Vance Floating Rate I | 3.06B | 7.52 | 5.84 | 4.39 | ||
Lord Abbett Floating Rate I | 2.61B | 8.44 | 6.66 | 4.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
EPICOR SOFTWARE CORPORATION 2024 TERM LOAN E | - | 1.06 | - | - | |
Allied Universal Holdco LLC / Allied Universal Finance Corporation 7.875% | - | 0.91 | - | - | |
MAGENTA SECURITY HOLDINGS LLC 2024 SUPER PRIORITY TERM LOAN | - | 0.88 | - | - | |
PETSMART INC 2021 TERM LOAN B | - | 0.85 | - | - | |
FIRST BRANDS 2021 TERM LOAN | - | 0.84 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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