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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1016 | 1071 | 991 | 977 | 1151 |
Fund Return | 2.95% | 1.63% | 7.13% | -0.29% | -0.47% | 1.42% |
Place in category | 164 | 51 | 99 | 300 | 358 | 248 |
% in Category | 22 | 8 | 18 | 67 | 79 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DoubleLine Total Return Bond I | 24.81B | 2.99 | -0.04 | 1.66 | ||
DoubleLine Core Fixed Income I | 6.14B | 2.68 | 0.28 | 1.89 | ||
DoubleLine Low Duration Bond I | 5.34B | 1.28 | 3.75 | 2.52 | ||
DoubleLine Flexible Income I | 1.02B | 1.60 | 3.53 | 3.24 | ||
DoubleLine Low Duration Bond N | 712.58M | 1.25 | 3.49 | 2.26 |
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 | 38.64B | 3.09 | 0.47 | - | ||
Baird Core Plus Bond Inst | 36.85B | 2.74 | 0.56 | 2.28 | ||
PIMCO Total Return Instl | 35.34B | 3.45 | -0.07 | 1.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Mar 25 | - | 43.85 | - | - | |
US Treasury Bond Future Mar 25 | - | 9.79 | - | - | |
5 Year Treasury Note Future Mar 25 | - | 4.30 | - | - | |
Ultra US Treasury Bond Future Mar 25 | - | 2.21 | - | - | |
United States Treasury Bonds 1.88% | - | 0.73 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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