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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1051 | 1128 | 1011 | 1077 | 1197 |
Fund Return | 7.12% | 5.13% | 12.81% | 0.35% | 1.49% | 1.81% |
Place in category | 42 | 28 | 108 | 33 | 119 | 73 |
% in Category | 36 | 16 | 73 | 31 | 99 | 97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FISCH Bond EM Corp Defensive AD | 313.86M | 4.15 | -1.69 | 1.24 | ||
FISCH Bond EM Corp Defensive BD | 313.86M | 4.71 | -1.06 | 1.89 | ||
FISCH CB Glbl Defensive Fund BD | 88.26M | 7.91 | 1.24 | 2.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS Bond S Convert Global EUR USD q | 4.31B | 5.89 | -1.17 | 5.77 | ||
UBS Bond S Convert Global EUR USD b | 4.31B | 6.72 | 0.37 | 6.80 | ||
UBS Bond S Convert Global EUR USD p | 4.31B | 5.60 | -1.21 | 4.93 | ||
Selection Fund Global Convertible B | 1.14B | 5.21 | -3.32 | 3.64 | ||
SIGlobal Convertible Bond A1 USD Ac | 1.14B | 4.33 | -4.79 | 2.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alibaba Group Holding Ltd. 0.5% | - | 8.41 | - | - | |
Uber Technologies Inc 0% | - | 5.86 | - | - | |
Southern Co. 3.875% | - | 5.81 | - | - | |
Duke Energy Corp 4.125% | - | 5.25 | - | - | |
Welltower OP LLC 3.125% | - | 4.42 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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