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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 | 545.62M | 1.84 | -2.11 | 8.61 | ||
Columbia Floating Rate Z | 329.14M | 2.16 | 4.76 | 3.89 | ||
Columbia Floating Rate A | 206.96M | 1.40 | 4.23 | 3.58 | ||
Columbia Convertible Securities Fu5 | 159.5M | -0.19 | -4.07 | 8.34 | ||
Columbia Floating Rate Fund Class 5 | 157.59M | 1.45 | 4.53 | 3.89 |
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 | 942.3M | 3.91 | 0.53 | 9.71 | ||
MainStay VP Convertible Portfolio S | 918.8M | 1.97 | 0.96 | 8.17 | ||
MainStay VP Convertible Portfolio I | 895.05M | 2.03 | 1.22 | 8.44 |
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 | Buy | Buy | Neutral |
Technical Indicators | BUY | BUY | BUY |
Summary | Buy | Buy | Neutral |
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