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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 876 | 934 | 875 | 1007 | 1104 | - |
Fund Return | -12.42% | -6.56% | -12.48% | 0.23% | 2% | - |
Place in category | - | - | - | - | - | - |
% in Category | 85 | 87 | 85 | 11 | 7 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 73.1B | 0.57 | 0.22 | 2.39 | ||
Strategic Advisers Core Income | 41.2B | 0.79 | -1.37 | 1.77 | ||
Bridge Builder Core Plus Bond | 38.48B | 0.84 | -0.71 | - | ||
Baird Core Plus Bond Inst | 36.59B | 0.61 | -0.57 | 2.00 | ||
PIMCO Total Return Instl | 35.34B | 0.85 | -1.22 | 1.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Trust Money Market Zero | - | 6.11 | - | - | |
United States Treasury Notes 2% | - | 2.42 | - | - | |
Columbia Trust US High Yield Bd Zero | - | 2.32 | - | - | |
Federal National Mortgage Association 6% | - | 1.99 | - | - | |
Federal National Mortgage Association 5.5% | - | 1.96 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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