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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1009 | 1060 | 989 | 995 | 1191 |
Fund Return | 2.83% | 0.92% | 5.99% | -0.36% | -0.11% | 1.77% |
Place in category | 285 | 473 | 394 | 316 | 282 | 164 |
% in Category | 45 | 80 | 73 | 69 | 63 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 26.55B | 2.17 | 3.60 | 3.04 | ||
BlackRock Strategic Income Opps K | 13.83B | 2.07 | 3.69 | - | ||
BlackRock High Yield Bond Instl | 12.94B | 1.94 | 5.28 | 5.01 | ||
BlackRock High Yield Bond K | 12.45B | 1.95 | 5.39 | 5.10 | ||
BlackRock LifePath Index 2040 K | 10.33B | 2.84 | 6.58 | 8.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 75.35B | 2.99 | 1.49 | 2.67 | ||
Strategic Advisers Core Income | 41.63B | 3.04 | -0.20 | 2.03 | ||
Bridge Builder Core Plus Bond | 38.83B | 3.09 | 0.47 | - | ||
Baird Core Plus Bond Inst | 36.98B | 2.74 | 0.56 | 2.28 | ||
PIMCO Total Return Instl | 35.47B | 3.45 | -0.07 | 1.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
1Y Rtr 3.740000 16-May-2025 1 | - | 8.18 | - | - | |
Federal National Mortgage Association | - | 4.73 | - | - | |
1Y Rtr 3.740000 16-May-2025 1 | - | 4.17 | - | - | |
1Y Rtr 3.740000 16-May-2025 1 | - | 2.08 | - | - | |
Federal National Mortgage Association | - | 0.91 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Sell |
Technical Indicators | Sell | Strong Buy | Strong Sell |
Summary | Neutral | Buy | Strong Sell |
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