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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1047 | 1099 | 859 | 1608 | 2179 |
Fund Return | 4.67% | 4.67% | 9.89% | -4.95% | 9.96% | 8.1% |
Place in category | 6 | 6 | 30 | 68 | 21 | 16 |
% in Category | 5 | 5 | 38 | 93 | 24 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Floating Rate I | 2.66B | 2.59 | 5.65 | 3.90 | ||
Lord Abbett Floating Rate A | 1.58B | 2.66 | 5.44 | 3.69 | ||
Lord Abbett Floating Rate C | 304.67M | 2.51 | 4.82 | 3.05 | ||
Lord Abbett Floating Rate F | 228.43M | 0.73 | 5.13 | 3.66 | ||
Lord Abbett Emerging Markets Curren | 100.15M | -1.45 | -3.17 | 0.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 3.11 | 1.00 | 8.09 | ||
Franklin Convertible Securities Adv | 1.53B | 3.98 | 0.77 | 9.98 | ||
Franklin Convertible Securities A | 942.56M | 3.91 | 0.53 | 9.71 | ||
MainStay VP Convertible Portfolio S | 900.39M | 1.97 | 0.96 | 8.17 | ||
MainStay VP Convertible Portfolio I | 876.64M | 2.03 | 1.22 | 8.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Okta Inc. 0.13% | - | 5.26 | - | - | |
Euronet Worldwide, Inc. 0.75% | - | 3.94 | - | - | |
Bank of America Corp Pl Pref | US0605056821 | 3.82 | 1,162.97 | +1.13% | |
BILL Holdings Inc 0% | - | 3.69 | - | - | |
Biomarin Pharmaceutical Inc. 0.6% | - | 3.66 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Neutral |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Neutral | Buy |
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