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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1138 | 1084 | 1214 | 1031 | 1612 | 2375 |
Fund Return | 13.79% | 8.44% | 21.4% | 1.03% | 10.03% | 9.04% |
Place in category | 55 | 55 | 48 | 47 | 38 | 12 |
% in Category | 62 | 59 | 54 | 70 | 47 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Convertible Securities Z | 648.5M | 9.81 | -0.25 | 9.00 | ||
Columbia Floating Rate Z | 329.14M | 8.22 | 5.74 | 4.50 | ||
Columbia Floating Rate A | 190.11M | 7.47 | 5.53 | 4.07 | ||
Columbia Convertible Securities Fu5 | 159.95M | 14.08 | 1.34 | 9.39 | ||
Columbia Floating Rate Fund Class 5 | 146.68M | 7.78 | 5.83 | 4.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 13.91 | 2.43 | 8.45 | ||
Franklin Convertible Securities Adv | 1.75B | 16.16 | 2.59 | 11.06 | ||
AllianzGI Convertible Institutional | 1.15B | 14.12 | 0.21 | 9.95 | ||
Franklin Convertible Securities A | 992.81M | 15.81 | 2.34 | 10.78 | ||
MainStay VP Convertible Portfolio S | 944.8M | 8.37 | 0.83 | 8.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A | - | 2.19 | - | - | |
BILL Holdings Inc 0% | - | 2.08 | - | - | |
Bank of America Corp Pl Pref | US0605056821 | 2.05 | 1,228.80 | -0.11% | |
Nextera Energy Unt | US65339F6631 | 1.89 | 47.73 | -0.15% | |
Welltower OP LLC 3.125% | - | 1.84 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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