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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1086 | 1012 | 1086 | 1072 | 1145 | 1372 |
Fund Return | 8.64% | 1.22% | 8.64% | 2.35% | 2.75% | 3.21% |
Place in category | 25 | 25 | 25 | 48 | 90 | 93 |
% in Category | 10 | 11 | 10 | 20 | 34 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DoubleLine Total Return Bond I | 24.35B | 3.08 | -1.72 | 1.47 | ||
DoubleLine Core Fixed Income I | 6.09B | 3.04 | -1.47 | 1.77 | ||
DoubleLine Low Duration Bond I | 5.16B | 5.32 | 3.04 | 2.44 | ||
DoubleLine Total Return Bond N | 3.84B | 2.94 | -1.96 | 1.22 | ||
DoubleLine Low Duration Bond N | 712.82M | 5.06 | 2.75 | 2.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMCO Income Instl | 103.94B | 5.42 | 2.04 | 4.27 | ||
PIMCO Income P | 46.05B | 5.31 | 1.94 | 4.16 | ||
Fidelity Advisor Strategic Income A | 16.99B | 5.74 | 0.81 | 3.45 | ||
Fidelity Advisor Strategic Income I | 16.99B | 5.98 | 1.02 | 3.69 | ||
Fidelity Advisor Strategic Income C | 16.99B | 4.89 | 0.02 | 2.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 4.61 | - | - | |
United States Treasury Notes 0.5% | - | 4.14 | - | - | |
United States Treasury Notes 0.25% | - | 2.89 | - | - | |
United States Treasury Notes 0.75% | - | 1.99 | - | - | |
CONNECTICUT AVENUE SECURITIES TRUST 2024-R05 6.43% | - | 1.21 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
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