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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 996 | 1098 | 1054 | 1312 | 1974 |
Fund Return | 9.84% | -0.41% | 9.84% | 1.77% | 5.59% | 7.04% |
Place in category | 53 | 70 | 53 | 12 | 58 | 41 |
% in Category | 63 | 87 | 63 | 17 | 75 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Victory CEMP Market Neutral Incomei | 2.43B | 0.19 | 2.05 | 3.47 | ||
Victory Floating Rate Y | 279.91M | 0.69 | 3.67 | 4.30 | ||
Victory Floating Rate A | 143M | 7.71 | 3.29 | 3.72 | ||
Victory CEMP Market Neutral Incomea | 67.5M | 0.18 | 1.69 | 3.15 | ||
Victory Floating Rate C | 26.28M | 7.40 | 2.36 | 3.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 3.23 | 5.66 | 9.03 | ||
Franklin Convertible Securities Adv | 1.74B | 3.04 | 6.13 | 11.44 | ||
AllianzGI Convertible Institutional | 1.1B | 3.12 | 4.11 | 10.35 | ||
Franklin Convertible Securities A | 975.02M | 3.00 | 5.85 | 11.16 | ||
MainStay VP Convertible Portfolio S | 926.1M | 2.72 | 3.49 | 8.69 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Booking Holdings Inc 0.75% | - | 5.82 | - | - | |
NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025) | US65339F7134 | 5.54 | - | - | |
Bank of America Corp Pl Pref | US0605056821 | 5.48 | 1,238.30 | -0.21% | |
Wells Fargo Pref L | US9497468044 | 5.25 | 1,224.49 | +0.71% | |
Southwest Airlines Co. 1.25% | - | 4.82 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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