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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1014 | 1070 | 962 | 1004 | 1217 |
Fund Return | 3.47% | 1.41% | 7% | -1.27% | 0.08% | 1.98% |
Place in category | 4 | 18 | 23 | 79 | 28 | 22 |
% in Category | 3 | 20 | 23 | 92 | 52 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Strategic Income Z | 3.48B | 2.41 | 2.64 | 3.56 | ||
Variable Portfolio American Centur1 | 3.37B | 2.79 | -0.97 | 1.76 | ||
Columbia Variable Portfolio Interm1 | 2.33B | 3.48 | -1.14 | 2.11 | ||
Columbia Total Return Bond Z | 1.6B | 3.27 | -0.77 | 2.26 | ||
Columbia Variable Portfolio US Gov1 | 1.3B | 3.65 | -0.67 | 1.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 75.35B | 2.99 | 1.49 | 2.67 | ||
Strategic Advisers Core Income | 41.63B | 3.15 | -0.16 | 2.05 | ||
Bridge Builder Core Plus Bond | 39.07B | 3.09 | 0.47 | - | ||
Baird Core Plus Bond Inst | 37.15B | 2.74 | 0.56 | 2.28 | ||
PIMCO Total Return Instl | 35.47B | 3.45 | -0.07 | 1.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal National Mortgage Association 4.5% | - | 2.85 | - | - | |
Government National Mortgage Association 5% | - | 2.22 | - | - | |
Federal National Mortgage Association 3% | - | 1.96 | - | - | |
Federal National Mortgage Association 4% | - | 1.69 | - | - | |
Octagon Investment Partners XXII Ltd. 6.34324% | - | 1.47 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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