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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1049 | 1074 | 924 | 982 | 1142 |
Fund Return | 3.6% | 4.93% | 7.36% | -2.6% | -0.37% | 1.34% |
Place in category | 392 | 269 | 478 | 397 | 444 | 289 |
% in Category | 63 | 38 | 79 | 79 | 87 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMG Managers Loomis Sayles Bond S | 231.28M | 4.81 | -1.01 | 2.18 | ||
AMG GW&K Municipal Enhanced Yield I | 203.18M | -0.05 | -2.30 | 3.85 | ||
AMG Managers Loomis Sayles Bond I | 153.38M | 5.02 | -0.79 | 2.35 | ||
AMG GW&K Core Bond I | 114.4M | 4.64 | -1.73 | 1.62 | ||
AMG Managers DoubleLine Core Plus | 106.52M | 3.74 | -2.40 | 1.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 72.21B | 3.00 | -0.42 | 2.57 | ||
Strategic Advisers Core Income | 42.86B | 2.64 | -2.08 | 1.99 | ||
PIMCO Total Return Instl | 39.21B | 2.88 | -1.99 | 1.81 | ||
Bridge Builder Core Plus Bond | 36.54B | 2.74 | -1.44 | - | ||
Baird Core Plus Bond Inst | 34.51B | 2.96 | -1.38 | 2.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.5% | - | 8.78 | - | - | |
United States Treasury Notes 3.875% | - | 5.61 | - | - | |
Fnma Pass-Thru I 3% | - | 3.55 | - | - | |
Federal National Mortgage Association 2.14% | - | 3.48 | - | - | |
United States Treasury Bonds 3% | - | 2.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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