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Convertible Securities (CV) Funds, an often-ignored classification in the mixed-assets funds space, have been on a tear in 2020. Given the stingy bond yields in the market and the...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 998 | 1065 | 1072 | 875 | 1560 | 2157 |
Fund Return | -0.2% | 6.48% | 7.25% | -4.35% | 9.3% | 7.99% |
Place in category | 69 | 25 | 37 | 50 | 26 | 13 |
% in Category | 82 | 22 | 49 | 67 | 28 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Convertible Securities Z | 553.71M | -1.24 | -3.95 | 8.27 | ||
Columbia Floating Rate Z | 331.98M | 2.94 | 4.85 | 3.96 | ||
Columbia Floating Rate A | 205.35M | 1.40 | 4.23 | 3.58 | ||
Columbia Convertible Securities Fu5 | 159.28M | -0.19 | -4.07 | 8.34 | ||
Columbia Floating Rate Fund Class 5 | 138.72M | 1.45 | 4.53 | 3.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | -0.07 | -0.99 | 7.67 | ||
Franklin Convertible Securities Adv | 1.55B | 0.78 | -1.35 | 9.71 | ||
Franklin Convertible Securities A | 949.74M | 0.67 | -1.59 | 9.43 | ||
MainStay VP Convertible Portfolio S | 920.78M | 0.13 | -0.41 | 8.05 | ||
MainStay VP Convertible Portfolio I | 757.4M | 0.21 | -0.16 | 8.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NCL Corporation Ltd. 2.5% | - | 2.94 | - | - | |
Snap Inc 0.125% | - | 2.68 | - | - | |
ON Semiconductor Corp. 0.5% | - | 2.23 | - | - | |
DexCom Inc 0.375% | - | 1.93 | - | - | |
Akamai Technologies, Inc. 1.125% | - | 1.75 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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